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 | |
|---|---|---|---|---|---|---|
2326
Allete
ALE
$3.72B
| $32.4M | ﹤0.01% |
506,335
-31,558
| -6% | -$2.02M |
|
2327
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$438M
| $32.4M | ﹤0.01% |
393,375
+42,704
| +12% | +$3.52M |
|
2328
iShares Global Energy ETF
IXC
$1.87B
| $32.4M | ﹤0.01% |
825,170
+73,633
| +10% | +$2.89M |
|
|
CNR
2329
Core Natural Resources, Inc.
CNR
$3.97B
| $32.4M | ﹤0.01% |
464,738
+78,917
| +20% | +$5.5M |
|
2330
Leggett & Platt
LEG
$1.26B
| $32.4M | ﹤0.01% |
3,633,467
+395,943
| +12% | +$3.53M |
|
2331
Invesco NASDAQ Internet ETF
PNQI
$824M
| $32.4M | ﹤0.01% |
620,314
+27,640
| +5% | +$1.44M |
|
2332
EnerSys
ENS
$4.04B
| $32.4M | ﹤0.01% |
377,212
+29,090
| +8% | +$2.5M |
|
2333
KBR
KBR
$6.29B
| $32.3M | ﹤0.01% |
673,734
+19,644
| +3% | +$942K |
|
2334
Nuvalent
NUVL
$5.67B
| $32.3M | ﹤0.01% |
422,722
+74,642
| +21% | +$5.7M |
|
2335
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.62B
| $32.3M | ﹤0.01% |
2,703,366
+168,263
| +7% | +$2.01M |
|
2336
Grindr
GRND
$2.98B
| $32.2M | ﹤0.01% |
1,420,443
+573,131
| +68% | +$13M |
|
2337
Franklin US Core Bond ETF
FLCB
$2.72B
| $32.2M | ﹤0.01% |
1,497,653
+435,257
| +41% | +$9.37M |
|
2338
Krystal Biotech
KRYS
$4.46B
| $32.2M | ﹤0.01% |
234,421
-63,784
| -21% | -$8.77M |
|
2339
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
| $32.2M | ﹤0.01% |
324,915
+84,250
| +35% | +$8.35M |
|
2340
UFP Technologies
UFPT
$1.58B
| $32.2M | ﹤0.01% |
131,872
-7,053
| -5% | -$1.72M |
|
|
WAY
2341
Waystar Holding Corp
WAY
$6.72B
| $32.1M | ﹤0.01% |
786,149
+201,470
| +34% | +$8.23M |
|
2342
Home BancShares
HOMB
$5.74B
| $32.1M | ﹤0.01% |
1,127,054
+44,877
| +4% | +$1.28M |
|
2343
B2Gold
BTG
$5.73B
| $32.1M | ﹤0.01% |
8,881,280
+2,313,214
| +35% | +$8.35M |
|
2344
Scholar Rock
SRRK
$3.07B
| $32M | ﹤0.01% |
904,387
+50,950
| +6% | +$1.8M |
|
2345
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.39B
| $32M | ﹤0.01% |
1,448,029
+15,057
| +1% | +$333K |
|
2346
National Vision
EYE
$1.97B
| $32M | ﹤0.01% |
1,389,914
+231,887
| +20% | +$5.34M |
|
2347
Yelp
YELP
$2B
| $31.9M | ﹤0.01% |
930,344
+121,404
| +15% | +$4.16M |
|
|
CON
2348
Concentra Group Holdings Parent, Inc.
CON
$2.66B
| $31.9M | ﹤0.01% |
1,549,794
+82,555
| +6% | +$1.7M |
|
2349
Goldman Sachs BDC
GSBD
$1.28B
| $31.8M | ﹤0.01% |
2,830,664
-339,621
| -11% | -$3.82M |
|
2350
Mirion Technologies
MIR
$5.23B
| $31.8M | ﹤0.01% |
1,474,710
+252,633
| +21% | +$5.44M |
|