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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Virtus Investment Partners
VRTS
$1.29B
| $28M | ﹤0.01% |
133,515
+37,185
| +39% | +$7.79M |
|
2452
Mercury Insurance
MCY
$4.3B
| $27.9M | ﹤0.01% |
443,596
+57,889
| +15% | +$3.65M |
|
2453
Nomad Foods
NOMD
$2.04B
| $27.9M | ﹤0.01% |
1,464,514
-402,620
| -22% | -$7.67M |
|
2454
Adient
ADNT
$1.99B
| $27.9M | ﹤0.01% |
1,235,735
+295,305
| +31% | +$6.67M |
|
2455
StoneCo
STNE
$5.09B
| $27.9M | ﹤0.01% |
2,474,984
-3,715,290
| -60% | -$41.8M |
|
|
AMED
2456
DELISTED
Amedisys
AMED
| $27.8M | ﹤0.01% |
288,253
+117,440
| +69% | +$11.3M |
|
2457
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $27.8M | ﹤0.01% |
164,382
+2,839
| +2% | +$480K |
|
2458
Veeco
VECO
$1.63B
| $27.8M | ﹤0.01% |
839,253
-80,655
| -9% | -$2.67M |
|
2459
Acadia Healthcare
ACHC
$2.02B
| $27.8M | ﹤0.01% |
438,252
-141,656
| -24% | -$8.98M |
|
2460
FIGS
FIGS
$1.19B
| $27.7M | ﹤0.01% |
4,052,110
-116,932
| -3% | -$800K |
|
2461
UroGen Pharma
URGN
$837M
| $27.7M | ﹤0.01% |
2,181,464
+342,758
| +19% | +$4.35M |
|
2462
Hope Bancorp
HOPE
$1.39B
| $27.6M | ﹤0.01% |
2,199,412
+117,890
| +6% | +$1.48M |
|
2463
Atlantic Union Bankshares
AUB
$5.02B
| $27.6M | ﹤0.01% |
733,161
+198,399
| +37% | +$7.47M |
|
2464
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $27.6M | ﹤0.01% |
1,097,170
-33,968
| -3% | -$855K |
|
2465
Sabesp
SBS
$16.4B
| $27.5M | ﹤0.01% |
1,661,685
+50,674
| +3% | +$838K |
|
2466
Crane NXT
CXT
$3.26B
| $27.5M | ﹤0.01% |
489,718
-4,519
| -0.9% | -$254K |
|
2467
Herbalife
HLF
$960M
| $27.5M | ﹤0.01% |
3,820,057
-2,244,612
| -37% | -$16.1M |
|
2468
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
| $27.4M | ﹤0.01% |
286,690
+30,420
| +12% | +$2.91M |
|
2469
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$684M
| $27.4M | ﹤0.01% |
579,351
+25,966
| +5% | +$1.23M |
|
2470
ProKidney
PROK
$342M
| $27.4M | ﹤0.01% |
14,270,385
-177,956
| -1% | -$342K |
|
2471
Renasant Corp
RNST
$3.59B
| $27.4M | ﹤0.01% |
841,774
+248,164
| +42% | +$8.07M |
|
2472
Trustmark
TRMK
$2.4B
| $27.3M | ﹤0.01% |
858,405
+175,735
| +26% | +$5.59M |
|
2473
LivaNova
LIVN
$2.98B
| $27.3M | ﹤0.01% |
519,785
+685
| +0.1% | +$36K |
|
2474
Pacer Data & Infrastructure Real Estate ETF
SRVR
$434M
| $27.3M | ﹤0.01% |
849,510
+24,766
| +3% | +$796K |
|
2475
Nuveen Taxable Municipal Income Fund
NBB
$471M
| $27.3M | ﹤0.01% |
1,641,465
+203,037
| +14% | +$3.37M |
|