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 | |
|---|---|---|---|---|---|---|
|
NAPA
2626
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $42.2M | ﹤0.01% |
4,283,634
+2,821,418
| +193% | +$27.8M |
|
2627
Columbia India Consumer ETF
INCO
$311M
| $42.2M | ﹤0.01% |
717,368
+335,634
| +88% | +$19.7M |
|
|
GLO
2628
Clough Global Opportunities Fund
GLO
$241M
| $42.2M | ﹤0.01% |
8,969,386
+4,773,549
| +114% | +$22.4M |
|
2629
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $42.1M | ﹤0.01% |
963,802
+385,467
| +67% | +$16.8M |
|
2630
Axogen
AXGN
$774M
| $42.1M | ﹤0.01% |
6,164,874
+5,784,504
| +1,521% | +$39.5M |
|
|
ETV
2631
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.64B
| $42.1M | ﹤0.01% |
3,413,998
+1,747,876
| +105% | +$21.6M |
|
2632
A10 Networks
ATEN
$1.27B
| $42.1M | ﹤0.01% |
3,195,646
+1,384,414
| +76% | +$18.2M |
|
2633
Global X SuperDividend US ETF
DIV
$648M
| $42M | ﹤0.01% |
2,443,776
+1,153,079
| +89% | +$19.8M |
|
2634
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.72B
| $42M | ﹤0.01% |
2,167,924
+1,133,153
| +110% | +$21.9M |
|
2635
Denali Therapeutics
DNLI
$1.91B
| $42M | ﹤0.01% |
1,954,986
+973,417
| +99% | +$20.9M |
|
2636
The Bancorp
TBBK
$3.55B
| $41.9M | ﹤0.01% |
1,087,714
+662,282
| +156% | +$25.5M |
|
2637
Patrick Industries
PATK
$3.53B
| $41.9M | ﹤0.01% |
626,655
+246,636
| +65% | +$16.5M |
|
2638
Rigel Pharmaceuticals
RIGL
$614M
| $41.9M | ﹤0.01% |
2,891,023
+2,192,775
| +314% | +$31.8M |
|
2639
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.6B
| $41.9M | ﹤0.01% |
878,240
+452,782
| +106% | +$21.6M |
|
2640
Supernus Pharmaceuticals
SUPN
$2.51B
| $41.9M | ﹤0.01% |
1,446,710
+918,131
| +174% | +$26.6M |
|
2641
Outset Medical
OM
$247M
| $41.9M | ﹤0.01% |
515,742
+409,127
| +384% | +$33.2M |
|
2642
Dorchester Minerals
DMLP
$1.22B
| $41.8M | ﹤0.01% |
1,314,120
+700,105
| +114% | +$22.3M |
|
|
PHEQ
2643
Parametric Hedged Equity ETF
PHEQ
$104M
| $41.7M | ﹤0.01% |
+1,600,000
| New | +$41.7M |
|
|
SWTX
2644
DELISTED
SpringWorks Therapeutics
SWTX
| $41.7M | ﹤0.01% |
1,141,328
+613,366
| +116% | +$22.4M |
|
2645
Camping World
CWH
$1.08B
| $41.7M | ﹤0.01% |
1,586,256
+520,645
| +49% | +$13.7M |
|
2646
Cars.com
CARS
$819M
| $41.6M | ﹤0.01% |
2,194,610
+1,112,926
| +103% | +$21.1M |
|
2647
James River Group
JRVR
$233M
| $41.5M | ﹤0.01% |
4,496,738
+4,054,435
| +917% | +$37.5M |
|
2648
Boston Beer
SAM
$2.45B
| $41.5M | ﹤0.01% |
119,986
+68,341
| +132% | +$23.6M |
|
2649
Jack in the Box
JACK
$354M
| $41.4M | ﹤0.01% |
507,314
+237,015
| +88% | +$19.3M |
|
|
TSVT
2650
DELISTED
2seventy bio
TSVT
| $41.4M | ﹤0.01% |
9,685,620
+8,332,304
| +616% | +$35.6M |
|