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 | |
|---|---|---|---|---|---|---|
2201
FormFactor
FORM
$2.46B
| $36.8M | ﹤0.01% |
1,070,708
+174,907
| +20% | +$6.02M |
|
2202
Chesapeake Utilities
CPK
$2.89B
| $36.8M | ﹤0.01% |
306,310
+26,218
| +9% | +$3.15M |
|
2203
Life Time Group Holdings
LTH
$6.17B
| $36.8M | ﹤0.01% |
1,213,498
-13,299
| -1% | -$403K |
|
2204
YPF
YPF
$10.9B
| $36.8M | ﹤0.01% |
1,169,726
-225,534
| -16% | -$7.09M |
|
2205
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.73B
| $36.7M | ﹤0.01% |
676,549
+277,264
| +69% | +$15.1M |
|
2206
Payoneer
PAYO
$2.37B
| $36.7M | ﹤0.01% |
5,360,040
-220,367
| -4% | -$1.51M |
|
2207
Nuveen Variable Rate Preferred & Income Fund
NPFD
$474M
| $36.7M | ﹤0.01% |
1,903,601
+132,388
| +7% | +$2.55M |
|
2208
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.39B
| $36.7M | ﹤0.01% |
411,262
+96,563
| +31% | +$8.61M |
|
|
FL
2209
DELISTED
Foot Locker
FL
| $36.7M | ﹤0.01% |
1,496,469
-260,299
| -15% | -$6.38M |
|
|
JOYY
2210
JOYY Inc. American Depositary Shares
JOYY
$3.23B
| $36.7M | ﹤0.01% |
719,943
-16,508
| -2% | -$840K |
|
2211
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$1.1B
| $36.6M | ﹤0.01% |
370,638
+232,779
| +169% | +$23M |
|
2212
CarGurus
CARG
$3.6B
| $36.6M | ﹤0.01% |
1,093,115
+229,250
| +27% | +$7.67M |
|
2213
Weatherford International
WFRD
$4.61B
| $36.5M | ﹤0.01% |
724,817
-21,795
| -3% | -$1.1M |
|
2214
First Trust Natural Gas ETF
FCG
$337M
| $36.4M | ﹤0.01% |
1,575,349
+750,218
| +91% | +$17.3M |
|
2215
First Interstate BancSystem
FIBK
$3.36B
| $36.4M | ﹤0.01% |
1,262,288
+619,688
| +96% | +$17.9M |
|
2216
Array Technologies
ARRY
$1.18B
| $36.3M | ﹤0.01% |
6,148,816
-977,361
| -14% | -$5.77M |
|
2217
Sonoco
SON
$4.65B
| $36.3M | ﹤0.01% |
832,580
-277,062
| -25% | -$12.1M |
|
2218
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$250M
| $36.3M | ﹤0.01% |
1,255,522
+671,899
| +115% | +$19.4M |
|
2219
Establishment Labs
ESTA
$1.13B
| $36.1M | ﹤0.01% |
844,851
+171,670
| +26% | +$7.33M |
|
2220
TeraWulf
WULF
$4.46B
| $36.1M | ﹤0.01% |
8,235,104
+3,133,787
| +61% | +$13.7M |
|
2221
SPDR S&P International Dividend ETF
DWX
$496M
| $36M | ﹤0.01% |
852,932
-36,896
| -4% | -$1.56M |
|
2222
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.6B
| $35.9M | ﹤0.01% |
568,511
-7,674
| -1% | -$485K |
|
2223
WNS Holdings
WNS
$3.25B
| $35.9M | ﹤0.01% |
567,501
+50,649
| +10% | +$3.2M |
|
2224
ABM Industries
ABM
$2.74B
| $35.9M | ﹤0.01% |
760,082
-75,643
| -9% | -$3.57M |
|
2225
Certara
CERT
$1.86B
| $35.8M | ﹤0.01% |
3,061,616
+485,656
| +19% | +$5.68M |
|