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 | |
|---|---|---|---|---|---|---|
1701
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.86B
| $58.3M | ﹤0.01% |
3,558,813
+1,415,904
| +66% | +$23.2M |
|
1702
Mine Safety
MSA
$6.63B
| $58.2M | ﹤0.01% |
351,104
+27,296
| +8% | +$4.52M |
|
1703
Rithm Capital
RITM
$6.57B
| $58.2M | ﹤0.01% |
5,373,468
-833,371
| -13% | -$9.03M |
|
|
WIW
1704
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$545M
| $58.1M | ﹤0.01% |
7,028,194
-1,700,176
| -19% | -$14.1M |
|
1705
Radian Group
RDN
$4.76B
| $58.1M | ﹤0.01% |
1,831,899
-101,998
| -5% | -$3.24M |
|
1706
ServisFirst Bancshares
SFBS
$4.57B
| $58.1M | ﹤0.01% |
685,416
+19,362
| +3% | +$1.64M |
|
1707
Allegro MicroSystems
ALGM
$5.51B
| $58.1M | ﹤0.01% |
2,656,798
+619,904
| +30% | +$13.6M |
|
1708
Frontier Communications
FYBR
$9.39B
| $57.9M | ﹤0.01% |
1,669,939
+124,836
| +8% | +$4.33M |
|
1709
Woodside Energy
WDS
$30.5B
| $57.9M | ﹤0.01% |
3,713,534
+240,993
| +7% | +$3.76M |
|
1710
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $57.9M | ﹤0.01% |
1,968,465
-2,476,010
| -56% | -$72.8M |
|
1711
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $57.7M | ﹤0.01% |
553,968
+19,707
| +4% | +$2.05M |
|
|
CHX
1712
DELISTED
ChampionX
CHX
| $57.7M | ﹤0.01% |
2,122,657
+486,964
| +30% | +$13.2M |
|
1713
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$848M
| $57.6M | ﹤0.01% |
1,193,246
+22,803
| +2% | +$1.1M |
|
1714
Davis Select Worldwide ETF
DWLD
$464M
| $57.6M | ﹤0.01% |
1,585,245
+40,200
| +3% | +$1.46M |
|
1715
Urban Outfitters
URBN
$6.07B
| $57.4M | ﹤0.01% |
1,045,452
-412,499
| -28% | -$22.6M |
|
1716
Sunrun
RUN
$3.71B
| $57.3M | ﹤0.01% |
6,195,910
+86,630
| +1% | +$801K |
|
1717
ProShares Large Cap Core Plus
CSM
$474M
| $57.2M | ﹤0.01% |
865,227
-28,391
| -3% | -$1.88M |
|
1718
Payoneer
PAYO
$2.34B
| $57.1M | ﹤0.01% |
5,691,579
+157,085
| +3% | +$1.58M |
|
1719
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| $57.1M | ﹤0.01% |
631,944
+210,701
| +50% | +$19M |
|
1720
Independence Realty Trust
IRT
$4.07B
| $57M | ﹤0.01% |
2,875,494
+979,125
| +52% | +$19.4M |
|
1721
Western Union
WU
$2.71B
| $57M | ﹤0.01% |
5,381,998
+1,639,381
| +44% | +$17.4M |
|
1722
Capital Group Core Balanced ETF
CGBL
$3.3B
| $57M | ﹤0.01% |
1,822,955
+566,118
| +45% | +$17.7M |
|
1723
Primoris Services
PRIM
$6.59B
| $57M | ﹤0.01% |
745,818
-124,618
| -14% | -$9.52M |
|
1724
Tanger
SKT
$3.86B
| $57M | ﹤0.01% |
1,669,080
-430,042
| -20% | -$14.7M |
|
1725
Dycom Industries
DY
$7.47B
| $56.9M | ﹤0.01% |
327,032
-15,146
| -4% | -$2.64M |
|