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 | |
|---|---|---|---|---|---|---|
2251
ProShares Short QQQ
PSQ
$539M
| $35M | ﹤0.01% |
1,040,636
+572,581
| +122% | +$19.3M |
|
2252
AvePoint
AVPT
$3.27B
| $35M | ﹤0.01% |
1,812,379
+348,330
| +24% | +$6.73M |
|
|
FFA
2253
First Trust Enhanced Equity Income Fund
FFA
$429M
| $34.9M | ﹤0.01% |
1,701,965
+123,041
| +8% | +$2.52M |
|
2254
Invesco Dividend Achievers ETF
PFM
$731M
| $34.8M | ﹤0.01% |
721,560
+51,646
| +8% | +$2.49M |
|
2255
Perrigo
PRGO
$2.94B
| $34.8M | ﹤0.01% |
1,300,786
+283,601
| +28% | +$7.58M |
|
2256
M/I Homes
MHO
$3.97B
| $34.7M | ﹤0.01% |
309,417
+6,521
| +2% | +$731K |
|
2257
Belden
BDC
$5.13B
| $34.7M | ﹤0.01% |
299,481
-23,385
| -7% | -$2.71M |
|
|
HSAI
2258
Hesai Group
HSAI
$3.98B
| $34.7M | ﹤0.01% |
1,579,020
-601,004
| -28% | -$13.2M |
|
2259
NIO
NIO
$15.8B
| $34.6M | ﹤0.01% |
10,094,319
-10,753,162
| -52% | -$36.9M |
|
2260
Argan
AGX
$3.29B
| $34.6M | ﹤0.01% |
156,770
+24,987
| +19% | +$5.51M |
|
2261
Federated Hermes
FHI
$4.09B
| $34.6M | ﹤0.01% |
779,867
+65,843
| +9% | +$2.92M |
|
2262
Hawkins
HWKN
$3.62B
| $34.6M | ﹤0.01% |
243,159
+17,005
| +8% | +$2.42M |
|
2263
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$436M
| $34.5M | ﹤0.01% |
641,352
-9,140
| -1% | -$492K |
|
|
TGI
2264
DELISTED
Triumph Group
TGI
| $34.4M | ﹤0.01% |
1,336,581
-130,139
| -9% | -$3.35M |
|
2265
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
| $34.4M | ﹤0.01% |
469,073
-1,561
| -0.3% | -$115K |
|
2266
WisdomTree International High Dividend Fund
DTH
$495M
| $34.4M | ﹤0.01% |
742,510
+1,462
| +0.2% | +$67.7K |
|
2267
O-I Glass
OI
$1.97B
| $34.3M | ﹤0.01% |
2,329,671
+926,987
| +66% | +$13.7M |
|
2268
Seadrill
SDRL
$2.12B
| $34.3M | ﹤0.01% |
1,305,680
+194,769
| +18% | +$5.11M |
|
2269
Riot Platforms
RIOT
$6.48B
| $34.2M | ﹤0.01% |
3,029,564
-3,566,730
| -54% | -$40.3M |
|
2270
ArcBest
ARCB
$1.66B
| $34.2M | ﹤0.01% |
443,773
-16,471
| -4% | -$1.27M |
|
2271
Global X Copper Miners ETF NEW
COPX
$2.35B
| $34.1M | ﹤0.01% |
758,614
-346,007
| -31% | -$15.6M |
|
2272
CryoPort
CYRX
$450M
| $34.1M | ﹤0.01% |
4,574,124
-57,523
| -1% | -$429K |
|
2273
Eldorado Gold
EGO
$5.54B
| $34.1M | ﹤0.01% |
1,676,224
-151,234
| -8% | -$3.08M |
|
2274
Groupon
GRPN
$901M
| $34.1M | ﹤0.01% |
1,019,188
+618,135
| +154% | +$20.7M |
|
2275
Arcellx
ACLX
$4.29B
| $34.1M | ﹤0.01% |
517,513
+55,180
| +12% | +$3.63M |
|