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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3176
Geron
GERN
$868M
| $14.7M | ﹤0.01% |
10,698,356
-2,597,086
|
|
||
3177
Tennant Co
TNC
$1.4B
| $14.6M | ﹤0.01% |
180,537
-21,100
|
|
||
3178
Autohome
ATHM
$2.87B
| $14.6M | ﹤0.01% |
512,495
+9,182
|
|
||
3179
Grid Dynamics Holdings
GDYN
$822M
| $14.6M | ﹤0.01% |
1,894,172
+979,760
|
|
||
3180
Dorian LPG
LPG
$1.05B
| $14.6M | ﹤0.01% |
488,887
+88,828
|
|
||
3181
Petrobras Class A
PBR.A
$75.1B
| $14.6M | ﹤0.01% |
1,232,331
-8,038
|
|
||
3182
Winmark
WINA
$1.54B
| $14.5M | ﹤0.01% |
29,201
-34,637
|
|
||
3183
John Hancock Multifactor Small Cap ETF
JHSC
$655M
| $14.5M | ﹤0.01% |
347,245
-17,844
|
|
||
|
BRSL
3184
Brightstar Lottery PLC
BRSL
$3.03B
| $14.5M | ﹤0.01% |
842,203
+128,197
|
|
||
|
LX
3185
LexinFintech Holdings
LX
$549M
| $14.5M | ﹤0.01% |
2,713,145
+15,069
|
|
||
3186
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.3B
| $14.5M | ﹤0.01% |
309,825
+14,481
|
|
||
3187
National Beverage
FIZZ
$3.17B
| $14.4M | ﹤0.01% |
391,247
-41,206
|
|
||
3188
First Trust Nasdaq Oil & Gas ETF
FTXN
$101M
| $14.4M | ﹤0.01% |
506,865
-34,845
|
|
||
3189
Fidelis Insurance
FIHL
$1.96B
| $14.4M | ﹤0.01% |
793,519
-53,652
|
|
||
3190
iShares Micro-Cap ETF
IWC
$1.08B
| $14.4M | ﹤0.01% |
96,508
-70,459
|
|
||
3191
Calumet Specialty Products
CLMT
$1.77B
| $14.4M | ﹤0.01% |
788,227
+276,584
|
|
||
|
SAFE
3192
Safehold
SAFE
$1.01B
| $14.4M | ﹤0.01% |
927,903
-8,007
|
|
||
3193
WisdomTree International SmallCap Dividend Fund
DLS
$1B
| $14.4M | ﹤0.01% |
180,693
+18,232
|
|
||
3194
Energy Recovery
ERII
$767M
| $14.4M | ﹤0.01% |
930,859
-103,593
|
|
||
3195
PennyMac Financial
PFSI
$6.78B
| $14.3M | ﹤0.01% |
115,273
-35,498
|
|
||
3196
IHS Holding
IHS
$2.47B
| $14.3M | ﹤0.01% |
2,092,255
+106,609
|
|
||
3197
Seadrill
SDRL
$1.98B
| $14.2M | ﹤0.01% |
471,291
-834,389
|
|
||
3198
Ichor Holdings
ICHR
$610M
| $14.2M | ﹤0.01% |
812,230
+332,296
|
|
||
3199
Ivanhoe Electric
IE
$2.18B
| $14.2M | ﹤0.01% |
1,130,732
+798,598
|
|
||
3200
Udemy
UDMY
$768M
| $14.2M | ﹤0.01% |
2,023,899
+987,935
|
|