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 | |
|---|---|---|---|---|---|---|
2776
Casey's General Stores
CASY
$20.6B
| $7.62M | ﹤0.01% |
42,649
+24,930
| +141% | +$4.45M |
|
2777
Clover Health Investments
CLOV
$1.57B
| $7.61M | ﹤0.01% |
453,763
+128,511
| +40% | +$2.15M |
|
2778
LeMaitre Vascular
LMAT
$2.09B
| $7.61M | ﹤0.01% |
187,884
+119,797
| +176% | +$4.85M |
|
2779
Extreme Networks
EXTR
$2.94B
| $7.61M | ﹤0.01% |
1,104,061
+390,831
| +55% | +$2.69M |
|
2780
Nu Skin
NUS
$587M
| $7.6M | ﹤0.01% |
139,107
+75,422
| +118% | +$4.12M |
|
2781
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$557M
| $7.57M | ﹤0.01% |
1,422
+939
| +194% | +$5M |
|
|
STK
2782
Columbia Seligman Premium Technology Growth Fund
STK
$597M
| $7.57M | ﹤0.01% |
277,741
+31,417
| +13% | +$856K |
|
2783
SLR Investment Corp
SLRC
$871M
| $7.57M | ﹤0.01% |
432,013
-13,758
| -3% | -$241K |
|
|
HA
2784
DELISTED
Hawaiian Holdings, Inc.
HA
| $7.56M | ﹤0.01% |
427,048
-194,755
| -31% | -$3.45M |
|
2785
Descartes Systems
DSGX
$8.59B
| $7.55M | ﹤0.01% |
129,134
-238,998
| -65% | -$14M |
|
2786
Horace Mann Educators
HMN
$1.86B
| $7.55M | ﹤0.01% |
179,497
+15,922
| +10% | +$669K |
|
2787
SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.55B
| $7.54M | ﹤0.01% |
130,817
+129,134
| +7,673% | +$7.44M |
|
2788
Amplify Cybersecurity ETF
HACK
$2.3B
| $7.53M | ﹤0.01% |
130,871
+35,847
| +38% | +$2.06M |
|
|
AAT
2789
American Assets Trust
AAT
$1.26B
| $7.53M | ﹤0.01% |
260,693
+122,338
| +88% | +$3.53M |
|
2790
Compass Minerals
CMP
$747M
| $7.53M | ﹤0.01% |
121,972
-12,113
| -9% | -$748K |
|
|
ICPT
2791
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $7.52M | ﹤0.01% |
304,497
+247,065
| +430% | +$6.1M |
|
|
MDP
2792
DELISTED
Meredith Corporation
MDP
| $7.51M | ﹤0.01% |
391,071
+265,587
| +212% | +$5.1M |
|
2793
Graham Holdings Company
GHC
$4.98B
| $7.51M | ﹤0.01% |
14,076
+8,053
| +134% | +$4.3M |
|
2794
ASGN Inc
ASGN
$2.17B
| $7.51M | ﹤0.01% |
89,862
-15,013
| -14% | -$1.25M |
|
2795
Cheesecake Factory
CAKE
$2.71B
| $7.47M | ﹤0.01% |
201,624
-377,388
| -65% | -$14M |
|
|
ELME
2796
Elme Communities
ELME
$1.48B
| $7.47M | ﹤0.01% |
345,331
+65,398
| +23% | +$1.41M |
|
|
VGI
2797
Virtus Global Multi-Sector Income Fund
VGI
$90.5M
| $7.47M | ﹤0.01% |
616,823
+56,830
| +10% | +$688K |
|
2798
CommScope
COMM
$3.61B
| $7.46M | ﹤0.01% |
556,704
-150,738
| -21% | -$2.02M |
|
2799
Invesco S&P SmallCap Momentum ETF
XSMO
$1.88B
| $7.45M | ﹤0.01% |
156,837
-13,278
| -8% | -$630K |
|
|
SWN
2800
DELISTED
Southwestern Energy Company
SWN
| $7.45M | ﹤0.01% |
2,498,322
+487,152
| +24% | +$1.45M |
|