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 | |
|---|---|---|---|---|---|---|
3201
Universal Insurance Holdings
UVE
$922M
| $14.2M | ﹤0.01% |
539,182
-83,313
|
|
||
3202
Invesco Zacks Mid-Cap ETF
CZA
$188M
| $14.2M | ﹤0.01% |
129,054
-5,240
|
|
||
3203
Bit Digital
BTBT
$670M
| $14.2M | ﹤0.01% |
4,724,773
+258,126
|
|
||
3204
Arvinas
ARVN
$793M
| $14.2M | ﹤0.01% |
1,662,221
+78,492
|
|
||
3205
Green Plains
GPRE
$684M
| $14.2M | ﹤0.01% |
1,610,051
+186,287
|
|
||
3206
Cohu
COHU
$1.1B
| $14.1M | ﹤0.01% |
695,359
-446
|
|
||
3207
EVgo
EVGO
$418M
| $14.1M | ﹤0.01% |
2,988,140
+98,880
|
|
||
3208
Gabelli Equity Trust
GAB
$1.86B
| $14.1M | ﹤0.01% |
2,318,599
-146,159
|
|
||
3209
Treehouse Foods
THS
$1.21B
| $14.1M | ﹤0.01% |
698,471
+83,019
|
|
||
3210
Astrana Health
ASTH
$1.12B
| $14.1M | ﹤0.01% |
497,867
-10,495
|
|
||
3211
Edgewise Therapeutics
EWTX
$2.53B
| $14.1M | ﹤0.01% |
869,678
+141,964
|
|
||
|
RERE
3212
ATRenew
RERE
$1.17B
| $14.1M | ﹤0.01% |
3,066,094
-184,203
|
|
||
3213
Titan Machinery
TITN
$377M
| $14.1M | ﹤0.01% |
842,113
-6,210
|
|
||
3214
Liberty Global Class C
LBTYK
$3.75B
| $14.1M | ﹤0.01% |
1,198,816
+256,133
|
|
||
3215
Andersons Inc
ANDE
$1.91B
| $14.1M | ﹤0.01% |
353,811
-1,649
|
|
||
3216
DXP Enterprises
DXPE
$1.7B
| $14.1M | ﹤0.01% |
118,242
+12,604
|
|
||
3217
Aveanna Healthcare
AVAH
$1.86B
| $14.1M | ﹤0.01% |
1,585,434
+1,086,164
|
|
||
3218
Legend Biotech
LEGN
$4.07B
| $14.1M | ﹤0.01% |
431,076
-87,213
|
|
||
3219
Trustmark
TRMK
$2.45B
| $14.1M | ﹤0.01% |
354,859
-128,630
|
|
||
3220
AbCellera Biologics
ABCL
$1.05B
| $14M | ﹤0.01% |
2,792,142
+1,795,215
|
|
||
3221
Franklin FTSE United Kingdom ETF
FLGB
$978M
| $14M | ﹤0.01% |
433,886
+5,887
|
|
||
3222
Davis Select International ETF
DINT
$261M
| $14M | ﹤0.01% |
499,100
-119,378
|
|
||
3223
Verastem
VSTM
$698M
| $13.9M | ﹤0.01% |
1,579,486
+459,730
|
|
||
3224
EyePoint, Inc. Common Stock
EYPT
$1.36B
| $13.9M | ﹤0.01% |
978,129
+195,487
|
|
||
3225
iShares Global Materials ETF
MXI
$235M
| $13.9M | ﹤0.01% |
150,441
+7,151
|
|