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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
American States Water
AWR
$2.79B
| $41.6M | ﹤0.01% |
529,078
-17,107
| -3% | -$1.35M |
|
1752
Schwab Emerging Markets Equity ETF
SCHE
$11.2B
| $41.6M | ﹤0.01% |
1,736,531
+55,233
| +3% | +$1.32M |
|
1753
SL Green Realty
SLG
$4.61B
| $41.5M | ﹤0.01% |
1,113,897
-204,454
| -16% | -$7.63M |
|
1754
Encompass Health
EHC
$12.6B
| $41.5M | ﹤0.01% |
618,189
-25,451
| -4% | -$1.71M |
|
1755
SentinelOne
S
$6.13B
| $41.5M | ﹤0.01% |
2,460,982
-841,814
| -25% | -$14.2M |
|
1756
SPDR Portfolio High Yield Bond ETF
SPHY
$9.17B
| $41.5M | ﹤0.01% |
1,850,639
+1,400,896
| +311% | +$31.4M |
|
1757
Helix Energy Solutions
HLX
$920M
| $41.3M | ﹤0.01% |
3,698,391
+1,507,294
| +69% | +$16.8M |
|
1758
AGNC Investment
AGNC
$10.7B
| $41.3M | ﹤0.01% |
4,372,894
+1,108,678
| +34% | +$10.5M |
|
1759
Lloyds Banking Group
LYG
$68.6B
| $41.2M | ﹤0.01% |
19,360,680
-10,054
| -0.1% | -$21.4K |
|
1760
iShares MSCI Europe Financials ETF
EUFN
$4.51B
| $41.2M | ﹤0.01% |
2,177,324
+2,122
| +0.1% | +$40.1K |
|
1761
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $41.2M | ﹤0.01% |
1,916,082
-63,192
| -3% | -$1.36M |
|
1762
Boise Cascade
BCC
$3.18B
| $41.2M | ﹤0.01% |
399,418
-11,719
| -3% | -$1.21M |
|
1763
Westlake Corp
WLK
$11.1B
| $41.1M | ﹤0.01% |
330,023
+16,237
| +5% | +$2.02M |
|
1764
Frontline
FRO
$5.34B
| $41.1M | ﹤0.01% |
2,190,522
+1,215,624
| +125% | +$22.8M |
|
1765
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
| $41.1M | ﹤0.01% |
2,411,051
+257,902
| +12% | +$4.4M |
|
1766
abrdn Physical Gold Shares ETF
SGOL
$5.93B
| $41.1M | ﹤0.01% |
2,323,154
-90,015
| -4% | -$1.59M |
|
1767
Western Alliance Bancorporation
WAL
$9.83B
| $41M | ﹤0.01% |
892,037
+203,597
| +30% | +$9.36M |
|
1768
Invesco Senior Income Trust
VVR
$535M
| $41M | ﹤0.01% |
10,448,796
+130,503
| +1% | +$512K |
|
1769
Sunoco
SUN
$6.83B
| $40.9M | ﹤0.01% |
836,553
+110,156
| +15% | +$5.39M |
|
1770
Cambria Shareholder Yield ETF
SYLD
$934M
| $40.9M | ﹤0.01% |
661,130
-31,102
| -4% | -$1.92M |
|
1771
Civitas Resources
CIVI
$3B
| $40.8M | ﹤0.01% |
503,899
-110,436
| -18% | -$8.93M |
|
1772
Chord Energy
CHRD
$5.86B
| $40.7M | ﹤0.01% |
251,417
+84,193
| +50% | +$13.6M |
|
1773
Boyd Gaming
BYD
$6.69B
| $40.6M | ﹤0.01% |
668,117
-139,806
| -17% | -$8.5M |
|
1774
iShares US Oil Equipment & Services ETF
IEZ
$112M
| $40.6M | ﹤0.01% |
1,689,002
+623,244
| +58% | +$15M |
|
1775
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$114M
| $40.6M | ﹤0.01% |
1,294,609
-89,962
| -6% | -$2.82M |
|