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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MGI
2926
DELISTED
MoneyGram International, Inc. New
MGI
| $6.59M | ﹤0.01% |
1,205,056
+351,074
| +41% | +$1.92M |
|
|
CHU
2927
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $6.58M | ﹤0.01% |
1,157,937
+417
| +0% | +$2.37K |
|
2928
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$12.7B
| $6.57M | ﹤0.01% |
+211,275
| New | +$6.57M |
|
|
FT
2929
Franklin Universal Trust
FT
$200M
| $6.57M | ﹤0.01% |
876,668
+148,554
| +20% | +$1.11M |
|
2930
Brink's
BCO
$4.79B
| $6.55M | ﹤0.01% |
91,024
+49,438
| +119% | +$3.56M |
|
2931
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
| $6.55M | ﹤0.01% |
99,540
+22,072
| +28% | +$1.45M |
|
2932
Milestone Pharmaceuticals
MIST
$165M
| $6.55M | ﹤0.01% |
977,741
+250,502
| +34% | +$1.68M |
|
|
YMAB
2933
DELISTED
Y-mAbs Therapeutics
YMAB
| $6.55M | ﹤0.01% |
132,285
+56,893
| +75% | +$2.82M |
|
|
SDHY
2934
PGIM Short Duration High Yield Opportunities Fund
SDHY
$420M
| $6.53M | ﹤0.01% |
+319,152
| New | +$6.53M |
|
2935
iShares Latin America 40 ETF
ILF
$1.89B
| $6.52M | ﹤0.01% |
222,305
-164,278
| -42% | -$4.82M |
|
|
TDF
2936
Templeton Dragon Fund
TDF
$295M
| $6.52M | ﹤0.01% |
279,227
+17,822
| +7% | +$416K |
|
|
SWCH
2937
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $6.52M | ﹤0.01% |
398,341
+219
| +0.1% | +$3.59K |
|
2938
Pinnacle Financial Partners
PNFP
$7.52B
| $6.51M | ﹤0.01% |
101,093
-76,390
| -43% | -$4.92M |
|
2939
Capitol Federal Financial
CFFN
$819M
| $6.51M | ﹤0.01% |
520,637
+478,206
| +1,127% | +$5.98M |
|
2940
Digimarc
DMRC
$224M
| $6.5M | ﹤0.01% |
137,471
-239,048
| -63% | -$11.3M |
|
2941
Kaiser Aluminum
KALU
$1.25B
| $6.5M | ﹤0.01% |
65,672
+16,399
| +33% | +$1.62M |
|
|
PSB
2942
DELISTED
PS Business Parks, Inc.
PSB
| $6.49M | ﹤0.01% |
48,857
+33,031
| +209% | +$4.39M |
|
2943
Invesco DB US Dollar Index Bearish Fund
UDN
$152M
| $6.49M | ﹤0.01% |
297,862
+117,076
| +65% | +$2.55M |
|
2944
nCino
NCNO
$3.47B
| $6.48M | ﹤0.01% |
89,437
+63,480
| +245% | +$4.6M |
|
2945
VanEck Mortgage REIT Income ETF
MORT
$333M
| $6.46M | ﹤0.01% |
385,666
-30,638
| -7% | -$513K |
|
2946
Global Partners
GLP
$1.73B
| $6.46M | ﹤0.01% |
388,630
-422,552
| -52% | -$7.02M |
|
|
TUFN
2947
DELISTED
Tufin Software Technologies Ltd.
TUFN
| $6.46M | ﹤0.01% |
517,505
+128,035
| +33% | +$1.6M |
|
2948
iShares MSCI Malaysia ETF
EWM
$249M
| $6.46M | ﹤0.01% |
224,210
+152,719
| +214% | +$4.4M |
|
2949
Zumiez
ZUMZ
$342M
| $6.46M | ﹤0.01% |
175,496
+76,806
| +78% | +$2.83M |
|
|
CMD
2950
DELISTED
Cantel Medical Corporation
CMD
| $6.45M | ﹤0.01% |
81,794
+35,689
| +77% | +$2.81M |
|