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 | |
|---|---|---|---|---|---|---|
2776
LegalZoom.com
LZ
$1.92B
| $36.6M | ﹤0.01% |
3,236,024
+2,155,641
| +200% | +$24.4M |
|
2777
NCR Atleos
NATL
$2.89B
| $36.6M | ﹤0.01% |
+1,504,864
| New | +$36.6M |
|
|
LUCK
2778
Lucky Strike Entertainment Corporation
LUCK
$1.36B
| $36.5M | ﹤0.01% |
2,576,558
+2,284,396
| +782% | +$32.3M |
|
2779
Clear Secure
YOU
$3.54B
| $36.5M | ﹤0.01% |
1,765,270
+638,043
| +57% | +$13.2M |
|
2780
Televisa
TV
$1.51B
| $36.4M | ﹤0.01% |
10,905,690
+9,392,955
| +621% | +$31.4M |
|
2781
Invesco CurrencyShares Euro Currency Trust
FXE
$535M
| $36.4M | ﹤0.01% |
356,848
+156,897
| +78% | +$16M |
|
2782
Navitas Semiconductor
NVTS
$1.38B
| $36.4M | ﹤0.01% |
4,505,674
+4,242,036
| +1,609% | +$34.2M |
|
2783
DiamondRock Hospitality
DRH
$1.67B
| $36.4M | ﹤0.01% |
3,871,792
+2,064,182
| +114% | +$19.4M |
|
|
AWP
2784
abrdn Global Premier Properties Fund
AWP
$349M
| $36.3M | ﹤0.01% |
9,364,766
+5,123,273
| +121% | +$19.9M |
|
2785
Hanesbrands
HBI
$2.22B
| $36.3M | ﹤0.01% |
8,141,584
+2,393,572
| +42% | +$10.7M |
|
2786
Columbia Multi-Sector Municipal Income ETF
MUST
$487M
| $36.2M | ﹤0.01% |
1,735,522
+734,521
| +73% | +$15.3M |
|
2787
Merchants Bancorp
MBIN
$1.45B
| $36.2M | ﹤0.01% |
849,816
+682,516
| +408% | +$29.1M |
|
2788
Medifast
MED
$155M
| $36.1M | ﹤0.01% |
537,502
+316,628
| +143% | +$21.3M |
|
2789
NewMarket
NEU
$7.81B
| $36.1M | ﹤0.01% |
66,130
+37,005
| +127% | +$20.2M |
|
2790
Banner Corp
BANR
$2.26B
| $36M | ﹤0.01% |
672,184
+348,270
| +108% | +$18.7M |
|
2791
Cushman & Wakefield
CWK
$3.85B
| $36M | ﹤0.01% |
3,329,854
+1,786,590
| +116% | +$19.3M |
|
2792
Appian
APPN
$2.33B
| $35.9M | ﹤0.01% |
953,918
+443,465
| +87% | +$16.7M |
|
2793
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
| $35.9M | ﹤0.01% |
474,476
+271,239
| +133% | +$20.5M |
|
2794
AerSale
ASLE
$393M
| $35.9M | ﹤0.01% |
2,827,548
+2,762,173
| +4,225% | +$35.1M |
|
|
AGTI
2795
DELISTED
Agiliti, Inc.
AGTI
| $35.9M | ﹤0.01% |
4,531,476
+774,663
| +21% | +$6.14M |
|
2796
Columbia Diversified Fixed Income Allocation ETF
DIAL
$394M
| $35.8M | ﹤0.01% |
1,986,026
+1,256,451
| +172% | +$22.7M |
|
2797
American Woodmark
AMWD
$985M
| $35.8M | ﹤0.01% |
386,052
+193,239
| +100% | +$17.9M |
|
2798
Global Partners
GLP
$1.73B
| $35.8M | ﹤0.01% |
846,290
+425,980
| +101% | +$18M |
|
2799
Provident Financial Services
PFS
$2.58B
| $35.8M | ﹤0.01% |
1,984,876
+1,211,346
| +157% | +$21.8M |
|
|
RFI
2800
Cohen & Steers Total Return Realty Fund
RFI
$321M
| $35.8M | ﹤0.01% |
3,044,688
+1,504,838
| +98% | +$17.7M |
|