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 | |
|---|---|---|---|---|---|---|
2101
Grand Canyon Education
LOPE
$5.8B
| $37.6M | ﹤0.01% |
229,735
+10,022
| +5% | +$1.64M |
|
2102
Revolution Medicines
RVMD
$8.64B
| $37.5M | ﹤0.01% |
858,278
+205,460
| +31% | +$8.99M |
|
|
JOYY
2103
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $37.5M | ﹤0.01% |
896,150
+86,946
| +11% | +$3.64M |
|
2104
Maximus
MMS
$4.96B
| $37.5M | ﹤0.01% |
502,296
-171,988
| -26% | -$12.8M |
|
2105
iShares Global Infrastructure ETF
IGF
$8.23B
| $37.4M | ﹤0.01% |
716,357
+129,632
| +22% | +$6.78M |
|
2106
Clear Secure
YOU
$3.63B
| $37.4M | ﹤0.01% |
1,404,145
-172,256
| -11% | -$4.59M |
|
2107
Invesco Senior Income Trust
VVR
$535M
| $37.3M | ﹤0.01% |
9,455,191
-66,637
| -0.7% | -$263K |
|
2108
News Corp Class B
NWS
$18.5B
| $37.2M | ﹤0.01% |
1,224,093
-105,184
| -8% | -$3.2M |
|
2109
Plug Power
PLUG
$1.81B
| $37.2M | ﹤0.01% |
17,464,844
-1,046,160
| -6% | -$2.23M |
|
2110
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $37.2M | ﹤0.01% |
475,548
+1,943
| +0.4% | +$152K |
|
2111
LeMaitre Vascular
LMAT
$2.09B
| $37.1M | ﹤0.01% |
403,006
+31,019
| +8% | +$2.86M |
|
2112
iShares Global Energy ETF
IXC
$1.85B
| $37.1M | ﹤0.01% |
971,237
-193,453
| -17% | -$7.39M |
|
2113
Associated Banc-Corp
ASB
$4.3B
| $37.1M | ﹤0.01% |
1,550,953
+55,872
| +4% | +$1.34M |
|
2114
SPDR ICE Preferred Securities ETF
PSK
$839M
| $37M | ﹤0.01% |
1,121,034
+180,514
| +19% | +$5.96M |
|
2115
Chesapeake Utilities
CPK
$2.93B
| $36.9M | ﹤0.01% |
304,229
-6,100
| -2% | -$740K |
|
2116
UFP Technologies
UFPT
$1.57B
| $36.9M | ﹤0.01% |
150,894
+11,475
| +8% | +$2.81M |
|
2117
ASGN Inc
ASGN
$2.24B
| $36.9M | ﹤0.01% |
442,516
-30,985
| -7% | -$2.58M |
|
2118
Cavco Industries
CVCO
$4.32B
| $36.9M | ﹤0.01% |
82,595
-5,456
| -6% | -$2.43M |
|
2119
Brookfield Renewable
BEPC
$6.19B
| $36.8M | ﹤0.01% |
1,331,974
-57,603
| -4% | -$1.59M |
|
2120
VanEck Uranium + Nuclear Energy ETF
NLR
$2.69B
| $36.8M | ﹤0.01% |
452,189
+378,732
| +516% | +$30.8M |
|
2121
ICF International
ICFI
$1.84B
| $36.8M | ﹤0.01% |
308,309
+93,131
| +43% | +$11.1M |
|
2122
Four Corners Property Trust
FCPT
$2.68B
| $36.6M | ﹤0.01% |
1,350,097
-277,765
| -17% | -$7.54M |
|
2123
Fidelity Blue Chip Growth ETF
FBCG
$4.85B
| $36.6M | ﹤0.01% |
790,696
+332,892
| +73% | +$15.4M |
|
2124
QuantumScape
QS
$5.86B
| $36.6M | ﹤0.01% |
7,047,150
+5,600,367
| +387% | +$29.1M |
|
2125
Dillards
DDS
$9.16B
| $36.5M | ﹤0.01% |
84,612
-10,736
| -11% | -$4.64M |
|