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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2726
Ultra Clean Holdings
UCTT
$1.26B
| $11.6M | ﹤0.01% |
273,039
+76,218
| +39% | +$3.23M |
|
2727
FlexShares International Quality Dividend Index Fund
IQDF
$804M
| $11.6M | ﹤0.01% |
484,811
+62,856
| +15% | +$1.5M |
|
2728
Nuveen Multi-Asset Income Fund
NMAI
$433M
| $11.6M | ﹤0.01% |
714,208
+37,442
| +6% | +$607K |
|
2729
NETSCOUT
NTCT
$1.86B
| $11.6M | ﹤0.01% |
360,599
-55,967
| -13% | -$1.8M |
|
2730
Goldman Sachs Hedge Industry VIP ETF
GVIP
$398M
| $11.6M | ﹤0.01% |
125,390
+8,058
| +7% | +$743K |
|
2731
Montrose Environmental
MEG
$1.01B
| $11.6M | ﹤0.01% |
218,402
+118,004
| +118% | +$6.25M |
|
2732
BioCryst Pharmaceuticals
BCRX
$1.62B
| $11.5M | ﹤0.01% |
710,047
+333,678
| +89% | +$5.43M |
|
2733
Global X Cloud Computing ETF
CLOU
$317M
| $11.5M | ﹤0.01% |
524,550
+8,815
| +2% | +$194K |
|
2734
Integer Holdings
ITGR
$3.62B
| $11.5M | ﹤0.01% |
143,143
+7,166
| +5% | +$577K |
|
2735
Cadence Bank
CADE
$6.96B
| $11.5M | ﹤0.01% |
394,066
-48,198
| -11% | -$1.41M |
|
2736
Encore Capital Group
ECPG
$1.04B
| $11.5M | ﹤0.01% |
183,530
+23,314
| +15% | +$1.46M |
|
2737
Champion Homes
SKY
$4.21B
| $11.5M | ﹤0.01% |
209,456
-44,367
| -17% | -$2.43M |
|
2738
IonQ
IONQ
$22.7B
| $11.5M | ﹤0.01% |
900,721
-21,522
| -2% | -$275K |
|
2739
Hawaiian Electric Industries
HE
$2.04B
| $11.5M | ﹤0.01% |
271,237
-14,662
| -5% | -$620K |
|
2740
Acadia Realty Trust
AKR
$2.66B
| $11.5M | ﹤0.01% |
528,904
-81,973
| -13% | -$1.78M |
|
|
DEN
2741
DELISTED
Denbury Inc.
DEN
| $11.5M | ﹤0.01% |
145,816
-140,987
| -49% | -$11.1M |
|
|
ETJ
2742
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$606M
| $11.4M | ﹤0.01% |
1,158,315
+77,124
| +7% | +$762K |
|
|
CD
2743
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $11.4M | ﹤0.01% |
1,810,317
-542,995
| -23% | -$3.43M |
|
2744
Nordic American Tanker
NAT
$690M
| $11.4M | ﹤0.01% |
5,366,347
+586,965
| +12% | +$1.25M |
|
|
HSKA
2745
DELISTED
Heska Corp
HSKA
| $11.4M | ﹤0.01% |
82,651
+30,465
| +58% | +$4.21M |
|
2746
SPDR SSGA Multi-Asset Real Return ETF
RLY
$571M
| $11.4M | ﹤0.01% |
369,996
+136,133
| +58% | +$4.2M |
|
2747
Clean Energy Fuels
CLNE
$581M
| $11.4M | ﹤0.01% |
1,435,813
-325,772
| -18% | -$2.59M |
|
2748
ProShares UltraPro QQQ
TQQQ
$28.9B
| $11.4M | ﹤0.01% |
195,763
-443,433
| -69% | -$25.8M |
|
2749
Vicor
VICR
$2.38B
| $11.4M | ﹤0.01% |
161,398
+13,919
| +9% | +$982K |
|
2750
O-I Glass
OI
$2.02B
| $11.4M | ﹤0.01% |
863,199
-294,839
| -25% | -$3.89M |
|