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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Camping World
CWH
$1.1B
| $16.7M | ﹤0.01% |
772,390
+178,495
| +30% | +$3.85M |
|
|
ETW
2477
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$974M
| $16.7M | ﹤0.01% |
2,004,484
+96,709
| +5% | +$804K |
|
|
FOCS
2478
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $16.6M | ﹤0.01% |
488,651
-571,357
| -54% | -$19.5M |
|
2479
PIMCO Corporate & Income Opportunity Fund
PTY
$2.75B
| $16.6M | ﹤0.01% |
1,328,741
+168,577
| +15% | +$2.11M |
|
2480
Foghorn Therapeutics
FHTX
$288M
| $16.6M | ﹤0.01% |
1,221,462
+192,736
| +19% | +$2.62M |
|
2481
8x8 Inc
EGHT
$301M
| $16.6M | ﹤0.01% |
3,224,626
-1,552,413
| -32% | -$8M |
|
2482
JFrog
FROG
$5.82B
| $16.6M | ﹤0.01% |
787,110
+511,569
| +186% | +$10.8M |
|
2483
TTEC Holdings
TTEC
$184M
| $16.5M | ﹤0.01% |
243,197
+117,457
| +93% | +$7.97M |
|
2484
Insmed
INSM
$30.5B
| $16.5M | ﹤0.01% |
836,918
-9,848
| -1% | -$194K |
|
2485
CareTrust REIT
CTRE
$7.75B
| $16.5M | ﹤0.01% |
894,783
+251,544
| +39% | +$4.64M |
|
2486
Canadian Solar
CSIQ
$798M
| $16.5M | ﹤0.01% |
529,184
+269,240
| +104% | +$8.38M |
|
2487
Vital Energy
VTLE
$638M
| $16.5M | ﹤0.01% |
238,778
+117,866
| +97% | +$8.13M |
|
2488
iShares Morningstar Small-Cap ETF
ISCB
$254M
| $16.4M | ﹤0.01% |
371,727
+14,706
| +4% | +$651K |
|
2489
Green Dot
GDOT
$839M
| $16.4M | ﹤0.01% |
654,340
+277,444
| +74% | +$6.97M |
|
2490
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$598M
| $16.4M | ﹤0.01% |
1,274,250
+159,257
| +14% | +$2.05M |
|
2491
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13B
| $16.4M | ﹤0.01% |
455,730
+74,113
| +19% | +$2.67M |
|
2492
Arvinas
ARVN
$557M
| $16.3M | ﹤0.01% |
388,085
+162,652
| +72% | +$6.85M |
|
2493
Fidelity MSCI Health Care Index ETF
FHLC
$2.46B
| $16.3M | ﹤0.01% |
268,854
+133,059
| +98% | +$8.07M |
|
2494
Coca-Cola Femsa
KOF
$17.5B
| $16.3M | ﹤0.01% |
295,050
+149,640
| +103% | +$8.27M |
|
2495
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.08B
| $16.3M | ﹤0.01% |
225,584
+1,642
| +0.7% | +$119K |
|
2496
Patrick Industries
PATK
$3.6B
| $16.3M | ﹤0.01% |
471,066
+262,524
| +126% | +$9.07M |
|
2497
Invesco Dorsey Wright Energy Momentum ETF
PXI
$43.4M
| $16.3M | ﹤0.01% |
425,862
+64,372
| +18% | +$2.46M |
|
2498
DigitalBridge
DBRG
$2.24B
| $16.3M | ﹤0.01% |
833,256
+293,453
| +54% | +$5.73M |
|
2499
Nuveen Preferred & Income Opportunities Fund
JPC
$2.66B
| $16.3M | ﹤0.01% |
2,125,829
+938,263
| +79% | +$7.18M |
|
2500
Genesis Energy
GEL
$2.05B
| $16.3M | ﹤0.01% |
2,026,912
+305,657
| +18% | +$2.45M |
|