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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2601
Cal-Maine
CALM
$4.99B
| $9.01M | ﹤0.01% |
240,092
+111,535
| +87% | +$4.19M |
|
2602
Ashland
ASH
$2.39B
| $9.01M | ﹤0.01% |
113,781
+81,417
| +252% | +$6.45M |
|
2603
Lincoln Electric
LECO
$13B
| $8.98M | ﹤0.01% |
77,209
+6,973
| +10% | +$811K |
|
2604
ProShares Short VIX Short-Term Futures ETF
SVXY
$250M
| $8.98M | ﹤0.01% |
433,146
+14,402
| +3% | +$298K |
|
2605
Titan Machinery
TITN
$454M
| $8.97M | ﹤0.01% |
458,801
+125,570
| +38% | +$2.46M |
|
2606
Skywest
SKYW
$4.23B
| $8.96M | ﹤0.01% |
222,293
+16,413
| +8% | +$662K |
|
2607
Verint Systems
VRNT
$1.23B
| $8.96M | ﹤0.01% |
261,733
+185,680
| +244% | +$6.35M |
|
2608
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.97B
| $8.95M | ﹤0.01% |
166,514
+9,309
| +6% | +$500K |
|
2609
Tootsie Roll Industries
TR
$3.04B
| $8.95M | ﹤0.01% |
349,302
+226,407
| +184% | +$5.8M |
|
2610
Merit Medical Systems
MMSI
$4.9B
| $8.94M | ﹤0.01% |
160,968
+32,627
| +25% | +$1.81M |
|
2611
TEGNA Inc
TGNA
$3.39B
| $8.94M | ﹤0.01% |
640,734
-889,904
| -58% | -$12.4M |
|
|
IMAB
2612
I-MAB
IMAB
$294M
| $8.92M | ﹤0.01% |
189,236
+27,483
| +17% | +$1.3M |
|
2613
Choice Hotels
CHH
$5.18B
| $8.92M | ﹤0.01% |
83,588
-83,104
| -50% | -$8.87M |
|
|
SOGO
2614
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
| $8.92M | ﹤0.01% |
1,094,730
+688,918
| +170% | +$5.61M |
|
2615
Valvoline
VVV
$5.18B
| $8.91M | ﹤0.01% |
385,159
+287,561
| +295% | +$6.65M |
|
2616
Alamos Gold
AGI
$13.3B
| $8.91M | ﹤0.01% |
1,017,998
-2,881,062
| -74% | -$25.2M |
|
|
CSII
2617
DELISTED
Cardiovascular Systems, Inc.
CSII
| $8.9M | ﹤0.01% |
203,284
+100,021
| +97% | +$4.38M |
|
2618
Invesco S&P SmallCap Industrials ETF
PSCI
$137M
| $8.88M | ﹤0.01% |
111,365
+8,108
| +8% | +$646K |
|
2619
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$121M
| $8.88M | ﹤0.01% |
261,037
+10,469
| +4% | +$356K |
|
2620
Sturm, Ruger & Co
RGR
$639M
| $8.88M | ﹤0.01% |
136,387
+1,658
| +1% | +$108K |
|
|
DAO
2621
Youdao
DAO
$1.06B
| $8.86M | ﹤0.01% |
333,980
+316,879
| +1,853% | +$8.41M |
|
|
IBTX
2622
DELISTED
Independent Bank Group, Inc.
IBTX
| $8.86M | ﹤0.01% |
141,708
+18,979
| +15% | +$1.19M |
|
2623
Affiliated Managers Group
AMG
$6.78B
| $8.86M | ﹤0.01% |
87,103
+76,035
| +687% | +$7.73M |
|
2624
Key Tronic
KTCC
$37M
| $8.85M | ﹤0.01% |
1,282,836
+90,792
| +8% | +$626K |
|
2625
Commerce Bancshares
CBSH
$7.92B
| $8.84M | ﹤0.01% |
163,602
+46,635
| +40% | +$2.52M |
|