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 |
NVIDIA
NVDA
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3151
Stevanato
STVN
$7.42B
| $9.94M | ﹤0.01% |
307,064
+88,430
| +40% | +$2.86M |
|
3152
Nano X Imaging
NNOX
$258M
| $9.94M | ﹤0.01% |
641,548
+149,708
| +30% | +$2.32M |
|
3153
Invesco Dorsey Wright Energy Momentum ETF
PXI
$43.2M
| $9.94M | ﹤0.01% |
251,429
-29,434
| -10% | -$1.16M |
|
3154
Acco Brands
ACCO
$376M
| $9.94M | ﹤0.01% |
1,907,043
-824,402
| -30% | -$4.3M |
|
3155
CTS Corp
CTS
$1.24B
| $9.93M | ﹤0.01% |
232,914
+323
| +0.1% | +$13.8K |
|
3156
iShares US Pharmaceuticals ETF
IHE
$576M
| $9.92M | ﹤0.01% |
166,116
-51,897
| -24% | -$3.1M |
|
3157
Lakeland Financial Corp
LKFN
$1.68B
| $9.91M | ﹤0.01% |
204,306
+11,681
| +6% | +$567K |
|
3158
Tandem Diabetes Care
TNDM
$895M
| $9.9M | ﹤0.01% |
403,287
-528,485
| -57% | -$13M |
|
3159
Invesco Zacks Mid-Cap ETF
CZA
$182M
| $9.86M | ﹤0.01% |
110,532
+9,047
| +9% | +$807K |
|
3160
Fresh Del Monte Produce
FDP
$1.75B
| $9.86M | ﹤0.01% |
383,685
+122,273
| +47% | +$3.14M |
|
3161
Gaotu Techedu
GOTU
$857M
| $9.84M | ﹤0.01% |
3,404,787
+367,418
| +12% | +$1.06M |
|
3162
Luminar Technologies
LAZR
$156M
| $9.84M | ﹤0.01% |
95,306
-137,151
| -59% | -$14.2M |
|
|
LGF.B
3163
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $9.82M | ﹤0.01% |
1,175,797
-393,210
| -25% | -$3.28M |
|
3164
ANI Pharmaceuticals
ANIP
$2.1B
| $9.79M | ﹤0.01% |
181,833
+77,692
| +75% | +$4.18M |
|
3165
Horace Mann Educators
HMN
$1.88B
| $9.77M | ﹤0.01% |
329,281
+7,406
| +2% | +$220K |
|
3166
MasterCraft Boat Holdings
MCFT
$357M
| $9.77M | ﹤0.01% |
318,638
-22,244
| -7% | -$682K |
|
3167
Relay Therapeutics
RLAY
$779M
| $9.76M | ﹤0.01% |
777,467
+215,333
| +38% | +$2.7M |
|
|
GRP.U
3168
Granite Real Estate Investment Trust
GRP.U
$3.36B
| $9.75M | ﹤0.01% |
165,344
+12,002
| +8% | +$708K |
|
3169
Atlantic Union Bankshares
AUB
$5.18B
| $9.75M | ﹤0.01% |
375,716
-48,928
| -12% | -$1.27M |
|
3170
Caleres
CAL
$482M
| $9.75M | ﹤0.01% |
407,389
+60,244
| +17% | +$1.44M |
|
3171
American Woodmark
AMWD
$965M
| $9.75M | ﹤0.01% |
127,645
-18,308
| -13% | -$1.4M |
|
3172
Global Partners
GLP
$1.7B
| $9.72M | ﹤0.01% |
316,165
-174,491
| -36% | -$5.36M |
|
|
VRE
3173
Veris Residential
VRE
$1.45B
| $9.71M | ﹤0.01% |
604,686
+66,412
| +12% | +$1.07M |
|
3174
Coursera
COUR
$1.9B
| $9.7M | ﹤0.01% |
744,990
+98,469
| +15% | +$1.28M |
|
3175
Cosan
CSAN
$2.64B
| $9.69M | ﹤0.01% |
649,755
+212,775
| +49% | +$3.17M |
|