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 |
NVIDIA
NVDA
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
WisdomTree US LargeCap Fund
EPS
$1.25B
| $59.5M | ﹤0.01% |
973,356
-18,208
| -2% | -$1.11M |
|
1677
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $59.5M | ﹤0.01% |
2,326,383
+374,771
| +19% | +$9.59M |
|
1678
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $59.5M | ﹤0.01% |
2,355,399
+471,624
| +25% | +$11.9M |
|
1679
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
| $59.5M | ﹤0.01% |
5,593,178
-88,364
| -2% | -$939K |
|
1680
Avantis US Large Cap Value ETF
AVLV
$8.24B
| $59.4M | ﹤0.01% |
889,718
+108,679
| +14% | +$7.26M |
|
1681
Schwab U.S Small- Cap ETF
SCHA
$18.9B
| $59.4M | ﹤0.01% |
2,295,764
-16,314
| -0.7% | -$422K |
|
1682
Saic
SAIC
$4.9B
| $59.2M | ﹤0.01% |
529,845
+47,054
| +10% | +$5.26M |
|
1683
Lloyds Banking Group
LYG
$67B
| $59.2M | ﹤0.01% |
21,757,620
+2,001,751
| +10% | +$5.44M |
|
|
ACP
1684
abrdn Income Credit Strategies Fund
ACP
$740M
| $59.2M | ﹤0.01% |
9,911,825
-906,358
| -8% | -$5.41M |
|
1685
Arcutis Biotherapeutics
ARQT
$2.07B
| $59.1M | ﹤0.01% |
4,243,911
+462,716
| +12% | +$6.45M |
|
1686
VanEck IG Floating Rate ETF
FLTR
$2.57B
| $59.1M | ﹤0.01% |
2,321,048
+692,207
| +42% | +$17.6M |
|
1687
Hayward Holdings
HAYW
$3.38B
| $59M | ﹤0.01% |
3,860,672
+752,600
| +24% | +$11.5M |
|
1688
VictoryShares US 500 Volatility Wtd ETF
CFA
$534M
| $59M | ﹤0.01% |
694,629
-41,937
| -6% | -$3.56M |
|
1689
Arcosa
ACA
$4.67B
| $58.9M | ﹤0.01% |
609,273
+33,876
| +6% | +$3.28M |
|
1690
Cytokinetics
CYTK
$6.12B
| $58.9M | ﹤0.01% |
1,252,988
+84,616
| +7% | +$3.98M |
|
1691
BlackRock Corporate High Yield Fund
HYT
$1.53B
| $58.9M | ﹤0.01% |
6,007,820
-61,087
| -1% | -$599K |
|
1692
Gildan
GIL
$8.03B
| $58.9M | ﹤0.01% |
1,252,022
+388,758
| +45% | +$18.3M |
|
1693
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.14B
| $58.8M | ﹤0.01% |
1,227,236
-88,154
| -7% | -$4.22M |
|
1694
Rexford Industrial Realty
REXR
$10.3B
| $58.8M | ﹤0.01% |
1,520,088
-561,960
| -27% | -$21.7M |
|
1695
Wintrust Financial
WTFC
$9.08B
| $58.6M | ﹤0.01% |
469,954
+4,304
| +0.9% | +$537K |
|
1696
Columbia Research Enhanced Core ETF
RECS
$3.61B
| $58.6M | ﹤0.01% |
1,692,873
+517,730
| +44% | +$17.9M |
|
1697
Genmab
GMAB
$17.1B
| $58.6M | ﹤0.01% |
2,805,881
+1,165,491
| +71% | +$24.3M |
|
1698
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.12B
| $58.6M | ﹤0.01% |
2,754,268
-1,702
| -0.1% | -$36.2K |
|
|
PHEQ
1699
Parametric Hedged Equity ETF
PHEQ
$105M
| $58.6M | ﹤0.01% |
1,984,592
+900,447
| +83% | +$26.6M |
|
1700
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.14B
| $58.5M | ﹤0.01% |
3,042,082
-307,610
| -9% | -$5.91M |
|