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 | |
|---|---|---|---|---|---|---|
2526
Ingevity
NGVT
$2.1B
| $46.7M | ﹤0.01% |
988,802
+616,897
| +166% | +$29.1M |
|
2527
iShares Emerging Markets Dividend ETF
DVYE
$921M
| $46.6M | ﹤0.01% |
1,760,202
+851,813
| +94% | +$22.6M |
|
2528
Graham Holdings Company
GHC
$5.03B
| $46.6M | ﹤0.01% |
66,866
+37,982
| +131% | +$26.5M |
|
2529
Phinia Inc
PHIN
$2.3B
| $46.6M | ﹤0.01% |
1,537,014
+871,876
| +131% | +$26.4M |
|
2530
ReNew
RNW
$2.8B
| $46.5M | ﹤0.01% |
6,073,482
+5,851,001
| +2,630% | +$44.8M |
|
2531
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.22B
| $46.5M | ﹤0.01% |
549,608
+69,426
| +14% | +$5.88M |
|
2532
Invesco Dorsey Wright Technology Momentum ETF
PTF
$378M
| $46.5M | ﹤0.01% |
920,354
+468,384
| +104% | +$23.7M |
|
2533
Nuveen Real Asset Income & Growth Fund
JRI
$380M
| $46.4M | ﹤0.01% |
3,962,554
+1,750,249
| +79% | +$20.5M |
|
2534
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$1.1B
| $46.4M | ﹤0.01% |
526,466
+208,747
| +66% | +$18.4M |
|
2535
G-III Apparel Group
GIII
$1.15B
| $46.3M | ﹤0.01% |
1,363,910
+604,721
| +80% | +$20.5M |
|
2536
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$409M
| $46.3M | ﹤0.01% |
1,504,236
-736,979
| -33% | -$22.7M |
|
2537
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$594M
| $46.3M | ﹤0.01% |
4,008,572
+2,124,238
| +113% | +$24.5M |
|
2538
Pacira BioSciences
PCRX
$1.18B
| $46.2M | ﹤0.01% |
1,370,668
+909,345
| +197% | +$30.7M |
|
2539
Rapid7
RPD
$1.27B
| $46.2M | ﹤0.01% |
809,842
+417,257
| +106% | +$23.8M |
|
2540
Four Corners Property Trust
FCPT
$2.68B
| $46.2M | ﹤0.01% |
1,827,732
+967,741
| +113% | +$24.5M |
|
2541
SPDR NYSE Technology ETF
XNTK
$1.35B
| $46.2M | ﹤0.01% |
281,670
+163,752
| +139% | +$26.9M |
|
2542
CleanSpark
CLSK
$3.2B
| $46.2M | ﹤0.01% |
4,190,850
+3,235,361
| +339% | +$35.7M |
|
2543
WisdomTree International LargeCap Dividend Fund
DOL
$672M
| $46.2M | ﹤0.01% |
938,108
+476,225
| +103% | +$23.5M |
|
2544
Crinetics Pharmaceuticals
CRNX
$3.23B
| $46.1M | ﹤0.01% |
1,296,502
+785,181
| +154% | +$27.9M |
|
2545
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.12B
| $46.1M | ﹤0.01% |
552,980
+262,903
| +91% | +$21.9M |
|
|
DESP
2546
DELISTED
Despegar.com
DESP
| $46.1M | ﹤0.01% |
4,868,976
+3,059,042
| +169% | +$28.9M |
|
2547
Calvert US Select Equity ETF
CVSE
$13.9M
| $46M | ﹤0.01% |
800,000
+400,000
| +100% | +$23M |
|
2548
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.81B
| $45.9M | ﹤0.01% |
251,774
+125,789
| +100% | +$23M |
|
2549
Vanguard Russell 2000 Growth ETF
VTWG
$1.1B
| $45.9M | ﹤0.01% |
249,856
+145,835
| +140% | +$26.8M |
|
|
BDN
2550
Brandywine Realty Trust
BDN
$783M
| $45.8M | ﹤0.01% |
8,476,560
+3,348,520
| +65% | +$18.1M |
|