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 | |
|---|---|---|---|---|---|---|
2126
Macerich
MAC
$4.54B
| $40.3M | ﹤0.01% |
2,489,813
+83,032
| +3% | +$1.34M |
|
2127
Davis Select Financial ETF
DFNL
$307M
| $40.2M | ﹤0.01% |
936,901
-14,153
| -1% | -$608K |
|
2128
ESAB
ESAB
$6.57B
| $40.2M | ﹤0.01% |
333,606
-7,692
| -2% | -$927K |
|
2129
EchoStar
SATS
$20.4B
| $40.2M | ﹤0.01% |
1,450,056
+236,645
| +20% | +$6.56M |
|
|
MMU
2130
Western Asset Managed Municipals Fund
MMU
$569M
| $40M | ﹤0.01% |
4,036,443
+36,332
| +0.9% | +$360K |
|
2131
iShares US Equity Factor ETF
LRGF
$2.9B
| $39.9M | ﹤0.01% |
622,359
-64,218
| -9% | -$4.12M |
|
2132
LCI Industries
LCII
$2.42B
| $39.9M | ﹤0.01% |
437,527
+46,440
| +12% | +$4.23M |
|
2133
Sezzle
SEZL
$3.02B
| $39.9M | ﹤0.01% |
222,538
+48,300
| +28% | +$8.66M |
|
2134
Kennametal
KMT
$1.57B
| $39.9M | ﹤0.01% |
1,736,460
+763,512
| +78% | +$17.5M |
|
2135
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.6B
| $39.8M | ﹤0.01% |
636,868
+57,823
| +10% | +$3.62M |
|
2136
Cemex
CX
$13.8B
| $39.8M | ﹤0.01% |
5,742,689
+1,434,895
| +33% | +$9.94M |
|
2137
FirstCash
FCFS
$6.49B
| $39.6M | ﹤0.01% |
292,970
+87,765
| +43% | +$11.9M |
|
2138
US Treasury 2 Year Note ETF
UTWO
$382M
| $39.6M | ﹤0.01% |
814,798
+88,082
| +12% | +$4.28M |
|
2139
Applied Digital
APLD
$4.93B
| $39.5M | ﹤0.01% |
3,924,479
+1,794,568
| +84% | +$18.1M |
|
2140
Sweetgreen
SG
$1.01B
| $39.5M | ﹤0.01% |
2,655,274
+984,440
| +59% | +$14.6M |
|
2141
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.64B
| $39.5M | ﹤0.01% |
2,460,045
-54,560
| -2% | -$876K |
|
2142
Inspire Medical Systems
INSP
$2.38B
| $39.3M | ﹤0.01% |
302,872
-136,246
| -31% | -$17.7M |
|
2143
Louisiana-Pacific
LPX
$6.58B
| $39.3M | ﹤0.01% |
456,794
+14,610
| +3% | +$1.26M |
|
2144
Invesco Senior Income Trust
VVR
$525M
| $39.2M | ﹤0.01% |
10,324,793
-22,950
| -0.2% | -$87.2K |
|
2145
California Water Service
CWT
$2.69B
| $39.1M | ﹤0.01% |
859,496
-85,852
| -9% | -$3.9M |
|
2146
Pitney Bowes
PBI
$1.95B
| $39.1M | ﹤0.01% |
3,582,047
-46,702
| -1% | -$510K |
|
2147
Nuveen Municipal Value Fund
NUV
$1.86B
| $39M | ﹤0.01% |
4,490,565
-51,504
| -1% | -$448K |
|
2148
Western Union
WU
$2.61B
| $39M | ﹤0.01% |
4,631,234
-650,627
| -12% | -$5.48M |
|
2149
POSCO
PKX
$15.6B
| $39M | ﹤0.01% |
803,492
-249,126
| -24% | -$12.1M |
|
2150
Taysha Gene Therapies
TSHA
$835M
| $39M | ﹤0.01% |
16,865,082
+18,708
| +0.1% | +$43.2K |
|