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 | |
|---|---|---|---|---|---|---|
2851
Lesaka Technologies
LSAK
$334M
| $33.7M | ﹤0.01% |
10,409,458
+5,219,117
| +101% | +$16.9M |
|
2852
3D Systems Corporation
DDD
$287M
| $33.7M | ﹤0.01% |
5,310,918
+2,622,447
| +98% | +$16.7M |
|
2853
The GEO Group
GEO
$3.12B
| $33.6M | ﹤0.01% |
3,103,498
+1,975,470
| +175% | +$21.4M |
|
|
NPKI
2854
NPK International Inc.
NPKI
$919M
| $33.6M | ﹤0.01% |
5,059,436
+3,240,108
| +178% | +$21.5M |
|
|
ETB
2855
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$438M
| $33.5M | ﹤0.01% |
2,584,386
+1,449,244
| +128% | +$18.8M |
|
2856
Barron's 400 ETF
BFOR
$182M
| $33.5M | ﹤0.01% |
539,320
+246,061
| +84% | +$15.3M |
|
|
HIBB
2857
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $33.5M | ﹤0.01% |
464,758
+273,122
| +143% | +$19.7M |
|
2858
Quanex
NX
$671M
| $33.5M | ﹤0.01% |
1,094,830
+446,449
| +69% | +$13.6M |
|
2859
LeMaitre Vascular
LMAT
$2.09B
| $33.4M | ﹤0.01% |
589,248
+336,239
| +133% | +$19.1M |
|
2860
Methode Electronics
MEI
$282M
| $33.4M | ﹤0.01% |
1,471,244
+673,883
| +85% | +$15.3M |
|
2861
CVR Energy
CVI
$3.34B
| $33.4M | ﹤0.01% |
1,103,612
+449,365
| +69% | +$13.6M |
|
2862
LendingTree
TREE
$1B
| $33.4M | ﹤0.01% |
1,102,782
+671,930
| +156% | +$20.4M |
|
|
RIV
2863
RiverNorth Opportunities Fund
RIV
$265M
| $33.3M | ﹤0.01% |
3,034,540
+1,458,982
| +93% | +$16M |
|
2864
John Wiley & Sons Class A
WLY
$2.2B
| $33.3M | ﹤0.01% |
1,050,352
+550,818
| +110% | +$17.5M |
|
2865
SiriusPoint
SPNT
$2.1B
| $33.3M | ﹤0.01% |
2,870,918
+1,229,716
| +75% | +$14.3M |
|
2866
BlackRock Multi-Sector Income Trust
BIT
$594M
| $33.3M | ﹤0.01% |
2,220,040
+1,035,675
| +87% | +$15.5M |
|
2867
SunCoke Energy
SXC
$663M
| $33.3M | ﹤0.01% |
3,099,314
+1,909,306
| +160% | +$20.5M |
|
2868
89bio
ETNB
$1.2B
| $33.3M | ﹤0.01% |
2,978,520
+2,378,766
| +397% | +$26.6M |
|
2869
Vimeo
VMEO
$1.29B
| $33.2M | ﹤0.01% |
8,481,004
+5,063,702
| +148% | +$19.8M |
|
2870
Hecla Mining
HL
$7.39B
| $33.2M | ﹤0.01% |
6,894,148
+4,006,096
| +139% | +$19.3M |
|
2871
Vicor
VICR
$2.34B
| $33.1M | ﹤0.01% |
736,352
+461,378
| +168% | +$20.7M |
|
|
AD
2872
Array Digital Infrastructure, Inc.
AD
$4.29B
| $33.1M | ﹤0.01% |
796,320
+771,856
| +3,155% | +$32.1M |
|
2873
Knowles
KN
$1.91B
| $33M | ﹤0.01% |
1,843,522
+1,065,036
| +137% | +$19.1M |
|
2874
Energy Recovery
ERII
$777M
| $32.9M | ﹤0.01% |
1,748,886
+1,017,105
| +139% | +$19.2M |
|
|
MODN
2875
DELISTED
MODEL N, INC.
MODN
| $32.9M | ﹤0.01% |
1,221,948
+1,004,528
| +462% | +$27.1M |
|