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 | |
|---|---|---|---|---|---|---|
1776
Global X Silver Miners ETF NEW
SIL
$3.19B
| $58.8M | ﹤0.01% |
1,221,760
+214,611
| +21% | +$10.3M |
|
1777
Sphere Entertainment
SPHR
$2.1B
| $58.7M | ﹤0.01% |
1,404,567
+30,118
| +2% | +$1.26M |
|
|
HQH
1778
abrdn Healthcare Investors
HQH
$898M
| $58.7M | ﹤0.01% |
3,786,392
+409,300
| +12% | +$6.34M |
|
|
SWTX
1779
DELISTED
SpringWorks Therapeutics
SWTX
| $58.6M | ﹤0.01% |
1,247,783
+352,208
| +39% | +$16.6M |
|
1780
Oscar Health
OSCR
$5B
| $58.6M | ﹤0.01% |
2,734,527
+1,719,212
| +169% | +$36.9M |
|
1781
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.47B
| $58.6M | ﹤0.01% |
737,563
+13,065
| +2% | +$1.04M |
|
1782
Pilgrim's Pride
PPC
$10.4B
| $58.5M | ﹤0.01% |
1,301,333
+371,372
| +40% | +$16.7M |
|
1783
Globant
GLOB
$2.47B
| $58.5M | ﹤0.01% |
643,846
+140,369
| +28% | +$12.8M |
|
1784
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
| $58.4M | ﹤0.01% |
5,348,264
+56,858
| +1% | +$621K |
|
1785
DXC Technology
DXC
$2.51B
| $58.4M | ﹤0.01% |
3,818,461
-357,980
| -9% | -$5.47M |
|
1786
UMB Financial
UMBF
$9.16B
| $58.2M | ﹤0.01% |
553,808
+59,009
| +12% | +$6.21M |
|
1787
VictoryShares US 500 Volatility Wtd ETF
CFA
$534M
| $58.2M | ﹤0.01% |
661,840
-33,384
| -5% | -$2.94M |
|
1788
BlackRock Science and Technology Term Trust
BSTZ
$1.53B
| $58.2M | ﹤0.01% |
2,802,871
-121,775
| -4% | -$2.53M |
|
1789
Symbotic
SYM
$5.32B
| $58.1M | ﹤0.01% |
1,495,655
-21,681
| -1% | -$842K |
|
1790
BridgeBio Pharma
BBIO
$9.79B
| $58M | ﹤0.01% |
1,342,378
-156,241
| -10% | -$6.75M |
|
1791
Philips
PHG
$26.8B
| $58M | ﹤0.01% |
2,417,141
+91,120
| +4% | +$2.19M |
|
1792
Saic
SAIC
$4.9B
| $57.8M | ﹤0.01% |
513,527
-28,238
| -5% | -$3.18M |
|
1793
Genesis Energy
GEL
$2.03B
| $57.8M | ﹤0.01% |
3,355,362
+977,362
| +41% | +$16.8M |
|
1794
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $57.8M | ﹤0.01% |
593,470
+36,714
| +7% | +$3.57M |
|
1795
BlackRock Capital Allocation Term Trust
BCAT
$1.6B
| $57.7M | ﹤0.01% |
3,811,934
-368,877
| -9% | -$5.58M |
|
1796
American Century Diversified Corporate Bond ETF
KORP
$574M
| $57.7M | ﹤0.01% |
1,226,055
+36,396
| +3% | +$1.71M |
|
1797
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.07B
| $57.4M | ﹤0.01% |
2,610,653
+232,670
| +10% | +$5.11M |
|
1798
Nuveen Credit Strategies Income Fund
JQC
$751M
| $57.4M | ﹤0.01% |
10,640,087
+848,272
| +9% | +$4.57M |
|
1799
ProShares Large Cap Core Plus
CSM
$474M
| $57.2M | ﹤0.01% |
811,143
-7,669
| -0.9% | -$540K |
|
1800
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
| $57.1M | ﹤0.01% |
2,280,690
-731,425
| -24% | -$18.3M |
|