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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2776
ASE Group
ASX
$24.9B
| $11.8M | ﹤0.01% |
1,464,569
-802,247
| -35% | -$6.46M |
|
2777
First Trust SSI Strategic Convertible Securities ETF
FCVT
$96.3M
| $11.8M | ﹤0.01% |
227,908
+32,213
| +16% | +$1.66M |
|
2778
Nurix Therapeutics
NRIX
$645M
| $11.8M | ﹤0.01% |
443,038
+348,995
| +371% | +$9.26M |
|
2779
Janus Henderson
JHG
$6.99B
| $11.7M | ﹤0.01% |
302,527
+202,671
| +203% | +$7.87M |
|
2780
fuboTV
FUBO
$1.49B
| $11.7M | ﹤0.01% |
365,563
+68,404
| +23% | +$2.2M |
|
2781
TRI-Continental Corp
TY
$1.77B
| $11.7M | ﹤0.01% |
344,260
+15,996
| +5% | +$545K |
|
2782
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
| $11.7M | ﹤0.01% |
145,010
+6,106
| +4% | +$494K |
|
2783
First Trust Natural Gas ETF
FCG
$325M
| $11.7M | ﹤0.01% |
714,814
+138,306
| +24% | +$2.27M |
|
2784
Sabra Healthcare REIT
SBRA
$4.49B
| $11.7M | ﹤0.01% |
644,119
-30,712
| -5% | -$559K |
|
2785
Ligand Pharmaceuticals
LGND
$3.25B
| $11.7M | ﹤0.01% |
143,085
+38,590
| +37% | +$3.16M |
|
2786
USA Compression Partners
USAC
$2.88B
| $11.7M | ﹤0.01% |
709,988
+281,247
| +66% | +$4.64M |
|
2787
Dorman Products
DORM
$4.78B
| $11.7M | ﹤0.01% |
112,851
+16,159
| +17% | +$1.68M |
|
2788
Vanguard Russell 2000 Growth ETF
VTWG
$1.11B
| $11.7M | ﹤0.01% |
51,551
-14,230
| -22% | -$3.23M |
|
2789
The Joint Corp
JYNT
$153M
| $11.7M | ﹤0.01% |
139,167
+79,076
| +132% | +$6.64M |
|
2790
TG Therapeutics
TGTX
$5.14B
| $11.7M | ﹤0.01% |
301,076
+237,714
| +375% | +$9.22M |
|
2791
Sotera Health
SHC
$4.44B
| $11.7M | ﹤0.01% |
481,151
+430,628
| +852% | +$10.4M |
|
2792
First Trust Germany AlphaDEX Fund
FGM
$71.7M
| $11.7M | ﹤0.01% |
204,382
-96,194
| -32% | -$5.49M |
|
2793
Oblong
OBLG
$7.22M
| $11.7M | ﹤0.01% |
5,713
-9
| -0.2% | -$18.4K |
|
|
HEP
2794
DELISTED
Holly Energy Partners, L.P.
HEP
| $11.6M | ﹤0.01% |
514,559
+329,008
| +177% | +$7.45M |
|
|
AMJ
2795
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $11.6M | ﹤0.01% |
592,127
+25,973
| +5% | +$510K |
|
2796
Morgan Stanley
MS
$255B
| $11.6M | ﹤0.01% |
126,869
+53,315
| +72% | +$4.89M |
|
2797
BGC Group
BGC
$4.62B
| $11.6M | ﹤0.01% |
2,049,012
-5,336,125
| -72% | -$30.3M |
|
2798
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
| $11.6M | ﹤0.01% |
754,729
+133,357
| +21% | +$2.05M |
|
2799
TechnipFMC
FTI
$16.2B
| $11.6M | ﹤0.01% |
1,281,479
-1,288,941
| -50% | -$11.7M |
|
|
XHR
2800
Xenia Hotels & Resorts
XHR
$1.42B
| $11.6M | ﹤0.01% |
619,146
+334,780
| +118% | +$6.27M |
|