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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3326
B2Gold
BTG
$5.72B
| $11M | ﹤0.01% |
3,568,504
-2,002,737
| -36% | -$6.17M |
|
3327
Pampa Energía
PAM
$3.08B
| $11M | ﹤0.01% |
182,650
+77,963
| +74% | +$4.68M |
|
3328
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.14B
| $10.9M | ﹤0.01% |
265,741
+118,875
| +81% | +$4.9M |
|
3329
Steelcase
SCS
$1.95B
| $10.9M | ﹤0.01% |
809,991
+143,782
| +22% | +$1.94M |
|
3330
Arcus Biosciences
RCUS
$1.32B
| $10.9M | ﹤0.01% |
714,456
+268,576
| +60% | +$4.11M |
|
3331
Mach Natural Resources
MNR
$1.62B
| $10.9M | ﹤0.01% |
682,377
+262,411
| +62% | +$4.2M |
|
3332
Seaboard Corp
SEB
$3.72B
| $10.9M | ﹤0.01% |
3,478
-1,016
| -23% | -$3.19M |
|
3333
Gulfport Energy Corp
GPOR
$3.04B
| $10.9M | ﹤0.01% |
72,100
+5,520
| +8% | +$835K |
|
3334
Gannett
GCI
$642M
| $10.9M | ﹤0.01% |
1,937,513
+159,137
| +9% | +$894K |
|
3335
WisdomTree US AI Enhanced Value Fund
AIVL
$391M
| $10.9M | ﹤0.01% |
97,790
-4,272
| -4% | -$475K |
|
3336
U-Haul Holding Co
UHAL
$10.6B
| $10.8M | ﹤0.01% |
139,911
+6,282
| +5% | +$487K |
|
|
UMH
3337
UMH Properties
UMH
$1.28B
| $10.8M | ﹤0.01% |
548,942
-52,388
| -9% | -$1.03M |
|
3338
Day One Biopharmaceuticals
DAWN
$739M
| $10.8M | ﹤0.01% |
774,511
+607,265
| +363% | +$8.46M |
|
3339
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$107M
| $10.8M | ﹤0.01% |
444,276
-170,826
| -28% | -$4.15M |
|
3340
Aurinia Pharmaceuticals
AUPH
$1.7B
| $10.8M | ﹤0.01% |
1,470,497
+482,621
| +49% | +$3.54M |
|
3341
SPDR S&P Emerging Markets Small Cap ETF
EWX
$734M
| $10.8M | ﹤0.01% |
172,671
-18,506
| -10% | -$1.15M |
|
|
TEM
3342
Tempus AI, Inc. Class A Common Stock
TEM
$15.1B
| $10.8M | ﹤0.01% |
190,215
+172,558
| +977% | +$9.77M |
|
3343
AtriCure
ATRC
$1.82B
| $10.8M | ﹤0.01% |
383,809
-7,644
| -2% | -$214K |
|
3344
SPDR MSCI USA Gender Diversity ETF
SHE
$276M
| $10.8M | ﹤0.01% |
94,734
-3,000
| -3% | -$341K |
|
3345
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.18B
| $10.8M | ﹤0.01% |
206,883
+56,514
| +38% | +$2.94M |
|
3346
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.94B
| $10.7M | ﹤0.01% |
180,807
-7,668
| -4% | -$456K |
|
3347
QuinStreet
QNST
$978M
| $10.7M | ﹤0.01% |
561,095
-272,860
| -33% | -$5.22M |
|
3348
Fate Therapeutics
FATE
$115M
| $10.7M | ﹤0.01% |
3,063,421
-84,568
| -3% | -$296K |
|
3349
Upwork
UPWK
$2.6B
| $10.7M | ﹤0.01% |
1,024,308
-439,460
| -30% | -$4.59M |
|
3350
Varex Imaging
VREX
$512M
| $10.7M | ﹤0.01% |
897,839
+509,928
| +131% | +$6.08M |
|