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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
ZTO Express
ZTO
$15.2B
| $64.8M | ﹤0.01% |
3,651,379
-3,581,618
| -50% | -$63.6M |
|
1677
IQ MacKay Municipal Insured ETF
MMIN
$342M
| $64.8M | ﹤0.01% |
2,779,556
+525,557
| +23% | +$12.3M |
|
1678
BlackRock Limited Duration Income Trust
BLW
$549M
| $64.7M | ﹤0.01% |
4,565,087
+56,206
| +1% | +$797K |
|
|
WIW
1679
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$545M
| $64.7M | ﹤0.01% |
7,384,863
+31,241
| +0.4% | +$274K |
|
1680
Archrock
AROC
$4.29B
| $64.7M | ﹤0.01% |
2,603,818
+214,869
| +9% | +$5.34M |
|
1681
Radian Group
RDN
$4.76B
| $64.6M | ﹤0.01% |
1,793,714
+41,195
| +2% | +$1.48M |
|
1682
Nuveen Floating Rate Income Fund
JFR
$1.12B
| $64.6M | ﹤0.01% |
7,622,877
+47,432
| +0.6% | +$402K |
|
1683
Paylocity
PCTY
$9.36B
| $64.6M | ﹤0.01% |
356,261
+143,717
| +68% | +$26M |
|
1684
Rogers Communications
RCI
$19.3B
| $64.5M | ﹤0.01% |
2,175,533
+722,159
| +50% | +$21.4M |
|
1685
Turkcell
TKC
$4.86B
| $64.3M | ﹤0.01% |
10,634,501
+116,065
| +1% | +$702K |
|
1686
Sprout Social
SPT
$803M
| $64.3M | ﹤0.01% |
3,074,074
+877,879
| +40% | +$18.4M |
|
1687
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
| $64.3M | ﹤0.01% |
2,132,115
+128,274
| +6% | +$3.87M |
|
1688
D-Wave Quantum
QBTS
$6.07B
| $64.2M | ﹤0.01% |
4,386,368
+2,650,737
| +153% | +$38.8M |
|
1689
Portland General Electric
POR
$4.66B
| $64.2M | ﹤0.01% |
1,580,239
+33,232
| +2% | +$1.35M |
|
1690
Invesco International Dividend Achievers ETF
PID
$869M
| $64.2M | ﹤0.01% |
3,131,687
-339,823
| -10% | -$6.97M |
|
1691
ScottsMiracle-Gro
SMG
$3.51B
| $64.1M | ﹤0.01% |
971,234
+328,171
| +51% | +$21.6M |
|
1692
Comstock Resources
CRK
$4.67B
| $63.9M | ﹤0.01% |
2,309,630
-187,718
| -8% | -$5.19M |
|
1693
Hamilton Insurance Group
HG
$2.42B
| $63.9M | ﹤0.01% |
2,955,142
-138,497
| -4% | -$2.99M |
|
1694
PVH
PVH
$3.9B
| $63.8M | ﹤0.01% |
930,361
+183,736
| +25% | +$12.6M |
|
1695
Vanguard World Funds Extended Duration ETF
EDV
$3.74B
| $63.6M | ﹤0.01% |
945,635
+50,516
| +6% | +$3.4M |
|
1696
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| $63.6M | ﹤0.01% |
716,965
-12,941
| -2% | -$1.15M |
|
1697
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $63.5M | ﹤0.01% |
1,319,460
+25,189
| +2% | +$1.21M |
|
1698
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
| $63.5M | ﹤0.01% |
5,098,148
+190,267
| +4% | +$2.37M |
|
1699
Upwork
UPWK
$2.24B
| $63.4M | ﹤0.01% |
4,714,489
+1,623,488
| +53% | +$21.8M |
|
1700
WillScot Mobile Mini Holdings
WSC
$4.19B
| $63.3M | ﹤0.01% |
2,311,505
-257,899
| -10% | -$7.07M |
|