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 | |
|---|---|---|---|---|---|---|
2351
NeoGenomics
NEO
$1.04B
| $29.6M | ﹤0.01% |
1,794,278
-136,771
| -7% | -$2.25M |
|
2352
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$437M
| $29.6M | ﹤0.01% |
369,486
+35,969
| +11% | +$2.88M |
|
2353
Lemonade
LMND
$4.23B
| $29.5M | ﹤0.01% |
805,205
+231,635
| +40% | +$8.5M |
|
2354
Standard BioTools
LAB
$523M
| $29.5M | ﹤0.01% |
16,850,345
+1,604,884
| +11% | +$2.81M |
|
2355
Nurix Therapeutics
NRIX
$663M
| $29.5M | ﹤0.01% |
1,564,966
-313,598
| -17% | -$5.91M |
|
2356
MYR Group
MYRG
$2.7B
| $29.5M | ﹤0.01% |
197,984
-223,092
| -53% | -$33.2M |
|
2357
Wolverine World Wide
WWW
$2.45B
| $29.5M | ﹤0.01% |
1,326,724
+34,553
| +3% | +$767K |
|
2358
Kiniksa Pharmaceuticals
KNSA
$2.71B
| $29.4M | ﹤0.01% |
1,487,747
+462,276
| +45% | +$9.14M |
|
2359
Corebridge Financial
CRBG
$17.5B
| $29.4M | ﹤0.01% |
983,165
+99,373
| +11% | +$2.97M |
|
2360
MasterBrand
MBC
$1.74B
| $29.4M | ﹤0.01% |
2,012,082
-293,547
| -13% | -$4.29M |
|
2361
Workiva
WK
$4.38B
| $29.4M | ﹤0.01% |
268,398
-178,127
| -40% | -$19.5M |
|
2362
Eaton Vance Ultra-Short Income ETF
EVSB
$232M
| $29.4M | ﹤0.01% |
579,783
+124,406
| +27% | +$6.31M |
|
2363
Open Text
OTEX
$9.58B
| $29.4M | ﹤0.01% |
1,037,668
-92,281
| -8% | -$2.61M |
|
2364
Global Partners
GLP
$1.71B
| $29.4M | ﹤0.01% |
631,067
+118,350
| +23% | +$5.51M |
|
2365
First Trust Dorsey Wright International Focus 5 ETF
IFV
$175M
| $29.3M | ﹤0.01% |
1,529,693
-573,324
| -27% | -$11M |
|
2366
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
| $29.3M | ﹤0.01% |
314,031
+11,174
| +4% | +$1.04M |
|
2367
Iovance Biotherapeutics
IOVA
$832M
| $29.3M | ﹤0.01% |
3,959,839
+1,811,265
| +84% | +$13.4M |
|
2368
Schwab US Mid-Cap ETF
SCHM
$12.2B
| $29.3M | ﹤0.01% |
1,055,686
+28,858
| +3% | +$800K |
|
2369
FirstCash
FCFS
$6.52B
| $29.2M | ﹤0.01% |
282,288
+15,199
| +6% | +$1.57M |
|
2370
Iris Energy
IREN
$9.91B
| $29.2M | ﹤0.01% |
2,977,993
+2,224,146
| +295% | +$21.8M |
|
2371
Biohaven
BHVN
$1.43B
| $29.2M | ﹤0.01% |
782,657
+218,780
| +39% | +$8.17M |
|
2372
Oxford Industries
OXM
$695M
| $29.2M | ﹤0.01% |
370,749
+34,375
| +10% | +$2.71M |
|
2373
Perrigo
PRGO
$2.94B
| $29.2M | ﹤0.01% |
1,135,868
+161,023
| +17% | +$4.14M |
|
2374
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$948M
| $29.2M | ﹤0.01% |
306,900
-28,691
| -9% | -$2.73M |
|
2375
Skyward Specialty Insurance
SKWD
$1.84B
| $29.1M | ﹤0.01% |
576,706
-442,880
| -43% | -$22.4M |
|