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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3101
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$285M
| $8.83M | ﹤0.01% |
177,444
+14,486
| +9% | +$721K |
|
|
AD
3102
Array Digital Infrastructure
AD
$4.18B
| $8.82M | ﹤0.01% |
242,926
+109,109
| +82% | +$3.96M |
|
3103
Endava
DAVA
$501M
| $8.82M | ﹤0.01% |
77,776
-70,163
| -47% | -$7.95M |
|
3104
Warrior Met Coal
HCC
$3.31B
| $8.81M | ﹤0.01% |
512,403
+157,440
| +44% | +$2.71M |
|
3105
Veritone
VERI
$367M
| $8.81M | ﹤0.01% |
447,024
+143,509
| +47% | +$2.83M |
|
3106
Merus
MRUS
$5.16B
| $8.8M | ﹤0.01% |
417,409
-70,916
| -15% | -$1.49M |
|
3107
Monro
MNRO
$542M
| $8.79M | ﹤0.01% |
138,474
+37,541
| +37% | +$2.38M |
|
3108
Unisys
UIS
$287M
| $8.79M | ﹤0.01% |
347,114
+113,743
| +49% | +$2.88M |
|
|
CRON
3109
Cronos Group
CRON
$1B
| $8.78M | ﹤0.01% |
1,020,422
-232,473
| -19% | -$2M |
|
3110
DNOW Inc
DNOW
$1.58B
| $8.77M | ﹤0.01% |
924,558
+585,412
| +173% | +$5.56M |
|
3111
iHeartMedia
IHRT
$455M
| $8.77M | ﹤0.01% |
325,482
-521,830
| -62% | -$14.1M |
|
3112
Edgewell Personal Care
EPC
$944M
| $8.76M | ﹤0.01% |
199,520
+41,070
| +26% | +$1.8M |
|
3113
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$412M
| $8.75M | ﹤0.01% |
312,430
+12,550
| +4% | +$351K |
|
3114
Rhythm Pharmaceuticals
RYTM
$6.38B
| $8.74M | ﹤0.01% |
446,606
+345,757
| +343% | +$6.77M |
|
|
TDF
3115
Templeton Dragon Fund
TDF
$290M
| $8.74M | ﹤0.01% |
368,192
+41,683
| +13% | +$989K |
|
3116
RadNet
RDNT
$5.88B
| $8.74M | ﹤0.01% |
259,303
+44,659
| +21% | +$1.5M |
|
3117
Montrose Environmental
MEG
$1.01B
| $8.73M | ﹤0.01% |
162,613
+154,343
| +1,866% | +$8.28M |
|
3118
MannKind Corp
MNKD
$1.67B
| $8.72M | ﹤0.01% |
1,599,156
+1,064,607
| +199% | +$5.8M |
|
3119
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
| $8.69M | ﹤0.01% |
339,356
+69,584
| +26% | +$1.78M |
|
3120
Stewart Information Services
STC
$2.11B
| $8.69M | ﹤0.01% |
153,255
+34,853
| +29% | +$1.98M |
|
3121
Primerica
PRI
$8.92B
| $8.69M | ﹤0.01% |
56,723
-5,084
| -8% | -$779K |
|
|
GLO
3122
Clough Global Opportunities Fund
GLO
$245M
| $8.69M | ﹤0.01% |
717,814
+173,669
| +32% | +$2.1M |
|
3123
Pinnacle Financial Partners
PNFP
$7.45B
| $8.67M | ﹤0.01% |
98,240
+25,025
| +34% | +$2.21M |
|
|
LSXMA
3124
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $8.65M | ﹤0.01% |
252,667
-8,448
| -3% | -$289K |
|
3125
Coherus Oncology
CHRS
$187M
| $8.64M | ﹤0.01% |
624,800
-61,851
| -9% | -$856K |
|