Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
Apple
AAPL
|
+$1.91B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.42B |
| 3 |
Broadcom
AVGO
|
+$1.33B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.08B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$3.18B |
| 2 |
Altria Group
MO
|
+$1.28B |
| 3 |
Carvana
CVNA
|
+$1.1B |
| 4 |
Danaher
DHR
|
+$820M |
| 5 |
RTX Corp
RTX
|
+$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
KB Financial Group
KB
$31.1B
| $55M | ﹤0.01% |
971,804
-31,975
| -3% | -$1.81M |
|
1677
Genpact
G
$7.41B
| $55M | ﹤0.01% |
1,708,321
-517,843
| -23% | -$16.7M |
|
1678
WisdomTree US LargeCap Fund
EPS
$1.25B
| $54.9M | ﹤0.01% |
965,727
+64,848
| +7% | +$3.69M |
|
1679
Warrior Met Coal
HCC
$3.04B
| $54.9M | ﹤0.01% |
874,300
+112,482
| +15% | +$7.06M |
|
1680
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
| $54.8M | ﹤0.01% |
2,064,715
+192,241
| +10% | +$5.11M |
|
1681
Flowserve
FLS
$7.36B
| $54.8M | ﹤0.01% |
1,138,477
+31,429
| +3% | +$1.51M |
|
1682
Weatherford International
WFRD
$4.48B
| $54.8M | ﹤0.01% |
447,195
-96,091
| -18% | -$11.8M |
|
1683
Hims & Hers Health
HIMS
$12.5B
| $54.7M | ﹤0.01% |
2,710,057
-5,340
| -0.2% | -$108K |
|
1684
Schwab U.S Small- Cap ETF
SCHA
$18.9B
| $54.7M | ﹤0.01% |
2,305,876
-80,424
| -3% | -$1.91M |
|
1685
ProShares Short S&P500
SH
$1.22B
| $54.7M | ﹤0.01% |
1,197,814
+441,578
| +58% | +$20.2M |
|
1686
BlackRock Flexible Income ETF
BINC
$11.7B
| $54.6M | ﹤0.01% |
1,046,043
+967,125
| +1,225% | +$50.5M |
|
1687
Macerich
MAC
$4.58B
| $54.5M | ﹤0.01% |
3,527,261
+962,661
| +38% | +$14.9M |
|
1688
Clearway Energy Class C
CWEN
$3.39B
| $54.4M | ﹤0.01% |
2,204,765
+27,000
| +1% | +$667K |
|
1689
RB Global
RBA
$21.7B
| $54.3M | ﹤0.01% |
711,429
+164,484
| +30% | +$12.6M |
|
1690
Parsons
PSN
$8.18B
| $54.3M | ﹤0.01% |
663,732
+63,763
| +11% | +$5.22M |
|
1691
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.12B
| $54.1M | ﹤0.01% |
2,756,679
+69,708
| +3% | +$1.37M |
|
1692
H&R Block
HRB
$6.86B
| $54.1M | ﹤0.01% |
997,883
-126,217
| -11% | -$6.84M |
|
1693
Penske Automotive Group
PAG
$11.9B
| $54.1M | ﹤0.01% |
362,962
-6,468
| -2% | -$964K |
|
1694
Radian Group
RDN
$4.76B
| $54.1M | ﹤0.01% |
1,738,342
-32,697
| -2% | -$1.02M |
|
1695
Sprott Physical Silver Trust
PSLV
$7.94B
| $54M | ﹤0.01% |
5,442,889
-4,230,296
| -44% | -$42M |
|
|
NARI
1696
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $54M | ﹤0.01% |
1,120,739
-452,935
| -29% | -$21.8M |
|
1697
Shinhan Financial Group
SHG
$24B
| $53.9M | ﹤0.01% |
1,549,263
+61,557
| +4% | +$2.14M |
|
1698
Camtek
CAMT
$3.98B
| $53.9M | ﹤0.01% |
430,566
+272,511
| +172% | +$34.1M |
|
1699
Acuity Brands
AYI
$10.3B
| $53.8M | ﹤0.01% |
222,971
-37,154
| -14% | -$8.97M |
|
1700
Clearwater Analytics
CWAN
$5.73B
| $53.8M | ﹤0.01% |
2,905,077
+538,910
| +23% | +$9.98M |
|