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 | |
|---|---|---|---|---|---|---|
3201
Camtek
CAMT
$4.46B
| $8.16M | ﹤0.01% |
216,332
+203,265
| +1,556% | +$7.67M |
|
3202
Broadstone Net Lease
BNL
$3.47B
| $8.15M | ﹤0.01% |
348,031
+180,357
| +108% | +$4.22M |
|
|
PENG
3203
Penguin Solutions Inc
PENG
$1.44B
| $8.15M | ﹤0.01% |
341,670
+92,650
| +37% | +$2.21M |
|
3204
Usana Health Sciences
USNA
$543M
| $8.14M | ﹤0.01% |
79,489
-14,594
| -16% | -$1.5M |
|
|
NAAS
3205
NaaS Technology Inc
NAAS
$9.58M
| $8.13M | ﹤0.01% |
389
-13
| -3% | -$272K |
|
3206
HNI Corp
HNI
$2.09B
| $8.11M | ﹤0.01% |
184,433
+70,545
| +62% | +$3.1M |
|
3207
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.38B
| $8.11M | ﹤0.01% |
313,504
-872,606
| -74% | -$22.6M |
|
3208
Interface
TILE
$1.73B
| $8.11M | ﹤0.01% |
529,948
-290,947
| -35% | -$4.45M |
|
3209
Eletrobras Common Shares
EBR
$21.5B
| $8.1M | ﹤0.01% |
936,788
+907,787
| +3,130% | +$7.85M |
|
3210
Supernus Pharmaceuticals
SUPN
$2.58B
| $8.1M | ﹤0.01% |
263,129
+68,458
| +35% | +$2.11M |
|
|
LENZ
3211
LENZ Therapeutics
LENZ
$1.21B
| $8.1M | ﹤0.01% |
+37,643
| New | +$8.1M |
|
3212
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.93B
| $8.09M | ﹤0.01% |
99,813
+1,988
| +2% | +$161K |
|
3213
MGP Ingredients
MGPI
$576M
| $8.09M | ﹤0.01% |
119,592
+45,867
| +62% | +$3.1M |
|
3214
Heron Therapeutics
HRTX
$225M
| $8.08M | ﹤0.01% |
520,398
-98,330
| -16% | -$1.53M |
|
|
OCFT
3215
OneConnect Financial Technology
OCFT
$284M
| $8.07M | ﹤0.01% |
67,098
+61,593
| +1,119% | +$7.4M |
|
3216
Invesco S&P SmallCap Momentum ETF
XSMO
$1.9B
| $8.06M | ﹤0.01% |
147,280
+1,445
| +1% | +$79.1K |
|
|
FMBI
3217
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $8.05M | ﹤0.01% |
405,789
+95,202
| +31% | +$1.89M |
|
3218
Construction Partners
ROAD
$7.5B
| $8.04M | ﹤0.01% |
256,128
+197,707
| +338% | +$6.21M |
|
3219
Genesco
GCO
$358M
| $8.03M | ﹤0.01% |
126,099
+74,687
| +145% | +$4.76M |
|
|
DBVT
3220
DBV Technologies
DBVT
$260M
| $8.03M | ﹤0.01% |
147,043
-8,367
| -5% | -$457K |
|
3221
abrdn Physical Silver Shares ETF
SIVR
$2.69B
| $8.02M | ﹤0.01% |
318,471
+147,797
| +87% | +$3.72M |
|
3222
Federated Hermes
FHI
$4.09B
| $8M | ﹤0.01% |
236,044
+63,632
| +37% | +$2.16M |
|
3223
Delek US
DK
$1.88B
| $7.99M | ﹤0.01% |
369,741
+321,118
| +660% | +$6.94M |
|
3224
Allison Transmission
ALSN
$7.38B
| $7.99M | ﹤0.01% |
201,068
-73,837
| -27% | -$2.93M |
|
3225
Precigen
PGEN
$1.32B
| $7.97M | ﹤0.01% |
1,222,855
+338,055
| +38% | +$2.2M |
|