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 | |
|---|---|---|---|---|---|---|
2876
Thermon Group Holdings
THR
$871M
| $32.8M | ﹤0.01% |
1,008,288
+717,214
| +246% | +$23.4M |
|
2877
indie Semiconductor
INDI
$747M
| $32.8M | ﹤0.01% |
4,040,234
+3,702,067
| +1,095% | +$30M |
|
2878
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.77B
| $32.8M | ﹤0.01% |
1,387,076
+676,723
| +95% | +$16M |
|
2879
MaxCyte
MXCT
$158M
| $32.7M | ﹤0.01% |
6,962,020
+5,636,850
| +425% | +$26.5M |
|
2880
Mirion Technologies
MIR
$5.52B
| $32.7M | ﹤0.01% |
3,189,738
+1,544,728
| +94% | +$15.8M |
|
|
VRE
2881
Veris Residential
VRE
$1.44B
| $32.6M | ﹤0.01% |
2,073,296
+1,127,614
| +119% | +$17.7M |
|
2882
Palomar
PLMR
$3.07B
| $32.6M | ﹤0.01% |
587,162
+409,106
| +230% | +$22.7M |
|
2883
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$107M
| $32.6M | ﹤0.01% |
1,347,102
+672,815
| +100% | +$16.3M |
|
2884
Veracyte
VCYT
$2.5B
| $32.6M | ﹤0.01% |
1,183,470
+896,810
| +313% | +$24.7M |
|
2885
SiTime
SITM
$7.5B
| $32.6M | ﹤0.01% |
266,650
+146,661
| +122% | +$17.9M |
|
2886
SPDR S&P Pharmaceuticals ETF
XPH
$169M
| $32.5M | ﹤0.01% |
781,956
+463,326
| +145% | +$19.3M |
|
2887
Ternium
TX
$6.95B
| $32.5M | ﹤0.01% |
766,300
+411,802
| +116% | +$17.5M |
|
2888
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $32.5M | ﹤0.01% |
509,256
+212,097
| +71% | +$13.5M |
|
2889
Eldorado Gold
EGO
$5.54B
| $32.4M | ﹤0.01% |
2,499,650
+1,300,502
| +108% | +$16.9M |
|
2890
DNOW Inc
DNOW
$1.62B
| $32.4M | ﹤0.01% |
2,861,922
+2,053,075
| +254% | +$23.2M |
|
2891
Invesco S&P 500 BuyWrite ETF
PBP
$296M
| $32.4M | ﹤0.01% |
1,491,246
+1,052,136
| +240% | +$22.8M |
|
|
ASA
2892
ASA Gold and Precious Metals
ASA
$772M
| $32.3M | ﹤0.01% |
2,145,612
+1,063,367
| +98% | +$16M |
|
2893
SPDR ICE Preferred Securities ETF
PSK
$838M
| $32.3M | ﹤0.01% |
962,272
+496,359
| +107% | +$16.6M |
|
2894
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.82B
| $32.2M | ﹤0.01% |
544,370
+331,230
| +155% | +$19.6M |
|
2895
Bain Capital Specialty
BCSF
$950M
| $32.2M | ﹤0.01% |
2,139,534
+1,195,425
| +127% | +$18M |
|
|
DPG
2896
Duff & Phelps Utility and Infrastructure Fund
DPG
$458M
| $32.2M | ﹤0.01% |
3,515,982
+1,870,613
| +114% | +$17.2M |
|
2897
eXp World Holdings
EXPI
$1.75B
| $32.2M | ﹤0.01% |
2,076,772
+1,210,428
| +140% | +$18.8M |
|
2898
Oscar Health
OSCR
$4.59B
| $32.2M | ﹤0.01% |
3,520,768
+2,610,989
| +287% | +$23.9M |
|
2899
SPDR S&P Emerging Markets Dividend ETF
EDIV
$895M
| $32.2M | ﹤0.01% |
989,230
+585,857
| +145% | +$19.1M |
|
2900
Goosehead Insurance
GSHD
$2.04B
| $32.1M | ﹤0.01% |
422,824
+127,657
| +43% | +$9.68M |
|