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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2901
EPR Properties
EPR
$4.32B
| $9.82M | ﹤0.01% |
179,564
-57,788
| -24% | -$3.16M |
|
2902
iShares MSCI Netherlands ETF
EWN
$270M
| $9.81M | ﹤0.01% |
231,719
-17,313
| -7% | -$733K |
|
2903
NeoGenomics
NEO
$1.1B
| $9.8M | ﹤0.01% |
806,471
-55,559
| -6% | -$675K |
|
2904
Hope Bancorp
HOPE
$1.4B
| $9.77M | ﹤0.01% |
607,800
-38,764
| -6% | -$623K |
|
2905
Surgery Partners
SGRY
$2.77B
| $9.77M | ﹤0.01% |
177,397
+105,414
| +146% | +$5.8M |
|
2906
Global Net Lease
GNL
$1.78B
| $9.76M | ﹤0.01% |
620,507
+122,161
| +25% | +$1.92M |
|
2907
Renasant Corp
RNST
$3.64B
| $9.74M | ﹤0.01% |
291,248
+43,518
| +18% | +$1.46M |
|
2908
LendingTree
TREE
$1.02B
| $9.74M | ﹤0.01% |
81,387
-13,224
| -14% | -$1.58M |
|
2909
Webster Financial
WBS
$10.2B
| $9.72M | ﹤0.01% |
173,141
+77,365
| +81% | +$4.34M |
|
2910
SPDR S&P Health Care Services ETF
XHS
$74M
| $9.71M | ﹤0.01% |
95,831
-43,043
| -31% | -$4.36M |
|
|
EFC
2911
Ellington Financial
EFC
$1.32B
| $9.7M | ﹤0.01% |
546,640
-7,169
| -1% | -$127K |
|
2912
HealthEquity
HQY
$8.08B
| $9.7M | ﹤0.01% |
143,897
-27,123
| -16% | -$1.83M |
|
2913
GoPro
GPRO
$388M
| $9.7M | ﹤0.01% |
1,136,840
-272,755
| -19% | -$2.33M |
|
2914
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.45B
| $9.7M | ﹤0.01% |
130,659
+433
| +0.3% | +$32.1K |
|
2915
Strategic Education
STRA
$1.96B
| $9.67M | ﹤0.01% |
145,661
-14,439
| -9% | -$959K |
|
2916
Franklin FTSE United Kingdom ETF
FLGB
$837M
| $9.67M | ﹤0.01% |
381,868
+381,833
| +1,090,951% | +$9.66M |
|
|
CBH
2917
DELISTED
Virtus Convertible & Income 2024 Target Term Fund
CBH
| $9.66M | ﹤0.01% |
1,034,495
+29,892
| +3% | +$279K |
|
2918
Scorpio Tankers
STNG
$3B
| $9.66M | ﹤0.01% |
451,856
-381,755
| -46% | -$8.16M |
|
2919
Schwab International Small-Cap Equity ETF
SCHC
$4.9B
| $9.65M | ﹤0.01% |
254,053
-3,166
| -1% | -$120K |
|
2920
Pinnacle Financial Partners
PNFP
$7.45B
| $9.63M | ﹤0.01% |
104,576
+9,657
| +10% | +$889K |
|
2921
Agios Pharmaceuticals
AGIO
$2.19B
| $9.62M | ﹤0.01% |
330,531
+72,595
| +28% | +$2.11M |
|
2922
WisdomTree US AI Enhanced Value Fund
AIVL
$389M
| $9.62M | ﹤0.01% |
97,096
-7,535
| -7% | -$746K |
|
2923
Madrigal Pharmaceuticals
MDGL
$9.81B
| $9.62M | ﹤0.01% |
98,024
+49,686
| +103% | +$4.87M |
|
2924
MidCap Financial Investment
MFIC
$1.15B
| $9.61M | ﹤0.01% |
726,817
+54,242
| +8% | +$717K |
|
2925
Carpenter Technology
CRS
$12B
| $9.6M | ﹤0.01% |
228,586
-37,829
| -14% | -$1.59M |
|