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
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Verint Systems
VRNT
$1.22B
| $49.1M | ﹤0.01% |
1,816,694
+1,343,637
| +284% | +$36.3M |
|
2477
Harmonic Inc
HLIT
$1.14B
| $49.1M | ﹤0.01% |
3,761,674
+2,106,879
| +127% | +$27.5M |
|
2478
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
$19.6M
| $49M | ﹤0.01% |
800,000
+400,000
| +100% | +$24.5M |
|
|
ONL
2479
Orion Office REIT
ONL
$164M
| $49M | ﹤0.01% |
8,565,110
+5,094,045
| +147% | +$29.1M |
|
2480
Liberty Global Class C
LBTYK
$4.09B
| $49M | ﹤0.01% |
2,627,192
+1,114,615
| +74% | +$20.8M |
|
2481
ProShares Short S&P500
SH
$1.22B
| $48.9M | ﹤0.01% |
941,835
+27,838
| +3% | +$1.45M |
|
|
LSXMA
2482
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $48.9M | ﹤0.01% |
1,701,600
+1,281,579
| +305% | +$36.8M |
|
2483
Gentherm
THRM
$1.08B
| $48.9M | ﹤0.01% |
933,052
+600,326
| +180% | +$31.4M |
|
2484
WSFS Financial
WSFS
$3.1B
| $48.7M | ﹤0.01% |
1,060,350
+706,731
| +200% | +$32.5M |
|
2485
SPDR Dow Jones International Real Estate ETF
RWX
$309M
| $48.7M | ﹤0.01% |
1,784,186
+773,723
| +77% | +$21.1M |
|
2486
Invesco Solar ETF
TAN
$741M
| $48.7M | ﹤0.01% |
912,604
+317,757
| +53% | +$17M |
|
2487
InMode
INMD
$946M
| $48.7M | ﹤0.01% |
2,188,600
+1,455,694
| +199% | +$32.4M |
|
2488
Koppers
KOP
$564M
| $48.6M | ﹤0.01% |
949,804
+641,048
| +208% | +$32.8M |
|
2489
SPDR SSGA Ultra Short Term Bond ETF
ULST
$632M
| $48.6M | ﹤0.01% |
1,204,682
+236,877
| +24% | +$9.57M |
|
|
AMED
2490
DELISTED
Amedisys
AMED
| $48.6M | ﹤0.01% |
511,362
+274,539
| +116% | +$26.1M |
|
2491
Harmony Gold Mining
HMY
$9.33B
| $48.6M | ﹤0.01% |
7,898,110
+5,927,067
| +301% | +$36.5M |
|
2492
First Trust Ultra Short Duration Municipal ETF
FUMB
$224M
| $48.5M | ﹤0.01% |
2,416,574
+1,215,630
| +101% | +$24.4M |
|
2493
Adient
ADNT
$1.97B
| $48.5M | ﹤0.01% |
1,332,722
+763,254
| +134% | +$27.8M |
|
2494
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
| $48.4M | ﹤0.01% |
1,947,376
+550,204
| +39% | +$13.7M |
|
2495
Rentokil
RTO
$12.6B
| $48.4M | ﹤0.01% |
1,690,520
+502,391
| +42% | +$14.4M |
|
2496
iShares Core International Aggregate Bond Fund
IAGG
$11B
| $48.3M | ﹤0.01% |
970,352
+525,258
| +118% | +$26.2M |
|
2497
WisdomTree US High Dividend Fund
DHS
$1.29B
| $48M | ﹤0.01% |
584,684
+162,915
| +39% | +$13.4M |
|
2498
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$589M
| $48M | ﹤0.01% |
804,000
+402,000
| +100% | +$24M |
|
2499
VanEck Agribusiness ETF
MOO
$624M
| $48M | ﹤0.01% |
629,522
+278,121
| +79% | +$21.2M |
|
2500
Liberty Energy
LBRT
$1.77B
| $47.9M | ﹤0.01% |
2,643,110
+1,233,008
| +87% | +$22.4M |
|