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 | |
|---|---|---|---|---|---|---|
2951
Galapagos
GLPG
$2.25B
| $9.37M | ﹤0.01% |
151,014
+49,639
| +49% | +$3.08M |
|
2952
GameStop
GME
$11.7B
| $9.36M | ﹤0.01% |
224,628
-110,372
| -33% | -$4.6M |
|
2953
Methanex
MEOH
$3B
| $9.35M | ﹤0.01% |
171,428
-7,296
| -4% | -$398K |
|
2954
SPDR S&P Emerging Markets Dividend ETF
EDIV
$896M
| $9.32M | ﹤0.01% |
319,068
-34,072
| -10% | -$995K |
|
2955
Greif
GEF
$3.47B
| $9.31M | ﹤0.01% |
143,093
+35,375
| +33% | +$2.3M |
|
|
TEN
2956
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $9.3M | ﹤0.01% |
507,848
+349,868
| +221% | +$6.41M |
|
2957
Iovance Biotherapeutics
IOVA
$742M
| $9.3M | ﹤0.01% |
558,750
+305,175
| +120% | +$5.08M |
|
2958
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
| $9.3M | ﹤0.01% |
151,343
+3,958
| +3% | +$243K |
|
|
ENDP
2959
DELISTED
Endo International plc
ENDP
| $9.29M | ﹤0.01% |
4,019,573
-500,194
| -11% | -$1.16M |
|
2960
PIMCO Municipal Income Opportunities Active ETF
MINO
$347M
| $9.27M | ﹤0.01% |
200,000
| – | – |
|
2961
Openlane
KAR
$3.09B
| $9.25M | ﹤0.01% |
512,411
-149,918
| -23% | -$2.71M |
|
|
PDS
2962
Precision Drilling
PDS
$751M
| $9.25M | ﹤0.01% |
125,079
+43,237
| +53% | +$3.2M |
|
|
CHX
2963
DELISTED
ChampionX
CHX
| $9.24M | ﹤0.01% |
377,521
-261,898
| -41% | -$6.41M |
|
2964
John Wiley & Sons Class A
WLY
$2.15B
| $9.24M | ﹤0.01% |
174,151
-2,790
| -2% | -$148K |
|
2965
First Trust Multi Cap Value AlphaDEX Fund
FAB
$122M
| $9.23M | ﹤0.01% |
123,640
+26,568
| +27% | +$1.98M |
|
|
CMBT
2966
CMB.TECH NV
CMBT
$2.67B
| $9.22M | ﹤0.01% |
872,575
-85,046
| -9% | -$899K |
|
2967
G-III Apparel Group
GIII
$1.11B
| $9.22M | ﹤0.01% |
340,911
-26,896
| -7% | -$728K |
|
|
ICPT
2968
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $9.22M | ﹤0.01% |
566,492
+372,527
| +192% | +$6.06M |
|
2969
Pathward Financial
CASH
$1.74B
| $9.21M | ﹤0.01% |
167,741
-8,050
| -5% | -$442K |
|
2970
Stewart Information Services
STC
$2.11B
| $9.21M | ﹤0.01% |
151,901
-549
| -0.4% | -$33.3K |
|
2971
Stepan Co
SCL
$1.1B
| $9.2M | ﹤0.01% |
93,063
-40,812
| -30% | -$4.03M |
|
2972
Fidelity MSCI Financials Index ETF
FNCL
$2.39B
| $9.2M | ﹤0.01% |
169,831
-750
| -0.4% | -$40.6K |
|
2973
TIM SA
TIMB
$10.5B
| $9.2M | ﹤0.01% |
634,184
+241,494
| +61% | +$3.5M |
|
2974
Canadian Solar
CSIQ
$784M
| $9.19M | ﹤0.01% |
259,944
+31,540
| +14% | +$1.12M |
|
2975
Anavex Life Sciences
AVXL
$727M
| $9.18M | ﹤0.01% |
745,607
+388,392
| +109% | +$4.78M |
|