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
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Titan Machinery
TITN
$454M
| $8.06M | ﹤0.01% |
315,997
-142,804
| -31% | -$3.64M |
|
2852
Energizer
ENR
$2.06B
| $8.04M | ﹤0.01% |
169,504
+31,086
| +22% | +$1.48M |
|
2853
American Woodmark
AMWD
$1.02B
| $8.02M | ﹤0.01% |
81,366
+14,891
| +22% | +$1.47M |
|
2854
American Homes 4 Rent
AMH
$12.5B
| $8.02M | ﹤0.01% |
240,522
-767,070
| -76% | -$25.6M |
|
2855
89bio
ETNB
$1.22B
| $8M | ﹤0.01% |
337,970
-98,999
| -23% | -$2.34M |
|
2856
AdvisorShares Dorsey Wright ADR ETF
AADR
$44.8M
| $7.99M | ﹤0.01% |
128,255
-1,311
| -1% | -$81.7K |
|
2857
Suzano
SUZ
$11.9B
| $7.99M | ﹤0.01% |
653,762
+257,951
| +65% | +$3.15M |
|
2858
Integer Holdings
ITGR
$3.63B
| $7.98M | ﹤0.01% |
86,611
-24,475
| -22% | -$2.25M |
|
2859
Matsons
MATX
$3.44B
| $7.97M | ﹤0.01% |
119,540
-26,747
| -18% | -$1.78M |
|
2860
iShares MSCI World ETF
URTH
$5.82B
| $7.97M | ﹤0.01% |
67,254
+26,435
| +65% | +$3.13M |
|
2861
Methode Electronics
MEI
$287M
| $7.97M | ﹤0.01% |
189,762
+23,613
| +14% | +$991K |
|
2862
Otter Tail
OTTR
$3.53B
| $7.97M | ﹤0.01% |
172,500
-10,695
| -6% | -$494K |
|
|
SVC
2863
Service Properties Trust
SVC
$472M
| $7.96M | ﹤0.01% |
671,288
+85,581
| +15% | +$1.02M |
|
2864
ASGN Inc
ASGN
$2.24B
| $7.96M | ﹤0.01% |
83,403
-6,459
| -7% | -$616K |
|
2865
FlexShares Ultra-Short Income Fund
RAVI
$1.37B
| $7.96M | ﹤0.01% |
104,508
-50,576
| -33% | -$3.85M |
|
2866
PJT Partners
PJT
$4.51B
| $7.96M | ﹤0.01% |
117,632
+34,810
| +42% | +$2.35M |
|
2867
Owens & Minor
OMI
$397M
| $7.95M | ﹤0.01% |
211,611
-192,371
| -48% | -$7.23M |
|
2868
Littelfuse
LFUS
$6.52B
| $7.95M | ﹤0.01% |
30,079
+7,821
| +35% | +$2.07M |
|
2869
Quanex
NX
$701M
| $7.95M | ﹤0.01% |
303,177
+175,094
| +137% | +$4.59M |
|
|
AMED
2870
DELISTED
Amedisys
AMED
| $7.93M | ﹤0.01% |
29,937
-11,421
| -28% | -$3.02M |
|
2871
Pebblebrook Hotel Trust
PEB
$1.42B
| $7.93M | ﹤0.01% |
326,282
+134,760
| +70% | +$3.27M |
|
|
NIQ
2872
DELISTED
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ
| $7.92M | ﹤0.01% |
540,159
-33,487
| -6% | -$491K |
|
|
ABGI
2873
DELISTED
ABG Acquisition Corp. I Class A Ordinary Shares
ABGI
| $7.92M | ﹤0.01% |
+800,349
| New | +$7.92M |
|
2874
Northwest Bancshares
NWBI
$1.82B
| $7.91M | ﹤0.01% |
547,405
+98,521
| +22% | +$1.42M |
|
2875
ImmunityBio
IBRX
$2.76B
| $7.91M | ﹤0.01% |
333,075
+13,186
| +4% | +$313K |
|