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 |
Invesco QQQ Trust
QQQ
|
+$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.02B |
| 3 |
Oracle
ORCL
|
+$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$854M |
| 5 |
S&P Global
SPGI
|
+$827M |
Top Sells
| 1 |
Intel
INTC
|
+$1.22B |
| 2 |
Constellation Brands
STZ
|
+$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$852M |
| 4 |
Carvana
CVNA
|
+$805M |
| 5 |
Bank of America
BAC
|
+$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3351
AnaptysBio
ANAB
$543M
| $9.38M | ﹤0.01% |
504,636
+288,719
| +134% | +$5.37M |
|
3352
iShares MSCI Poland ETF
EPOL
$451M
| $9.38M | ﹤0.01% |
334,877
-66,926
| -17% | -$1.87M |
|
|
EDD
3353
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$358M
| $9.36M | ﹤0.01% |
1,992,416
+525,843
| +36% | +$2.47M |
|
3354
Trump Media & Technology Group
DJT
$4.74B
| $9.34M | ﹤0.01% |
478,244
+52,081
| +12% | +$1.02M |
|
3355
iShares MSCI Spain ETF
EWP
$1.39B
| $9.34M | ﹤0.01% |
245,529
-74,650
| -23% | -$2.84M |
|
3356
Greif
GEF
$3.51B
| $9.34M | ﹤0.01% |
169,838
-61,037
| -26% | -$3.36M |
|
|
SEVN
3357
Seven Hills Realty Trust
SEVN
$164M
| $9.33M | ﹤0.01% |
746,982
-24,607
| -3% | -$307K |
|
|
KREF
3358
KKR Real Estate Finance Trust
KREF
$625M
| $9.32M | ﹤0.01% |
862,726
-65,848
| -7% | -$711K |
|
3359
iShares MSCI Netherlands ETF
EWN
$265M
| $9.29M | ﹤0.01% |
198,869
-3,366
| -2% | -$157K |
|
3360
REX American Resources
REX
$994M
| $9.29M | ﹤0.01% |
247,181
-7,253
| -3% | -$272K |
|
3361
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$407M
| $9.28M | ﹤0.01% |
166,926
-119,610
| -42% | -$6.65M |
|
|
UMH
3362
UMH Properties
UMH
$1.28B
| $9.27M | ﹤0.01% |
495,889
-73,191
| -13% | -$1.37M |
|
3363
GrafTech
EAF
$278M
| $9.26M | ﹤0.01% |
1,058,637
+918,293
| +654% | +$8.03M |
|
3364
American Superconductor
AMSC
$2.73B
| $9.25M | ﹤0.01% |
509,897
+71,726
| +16% | +$1.3M |
|
3365
Healthcare Services Group
HCSG
$1.13B
| $9.24M | ﹤0.01% |
917,154
-206,083
| -18% | -$2.08M |
|
3366
Pampa Energía
PAM
$3.36B
| $9.24M | ﹤0.01% |
119,682
-92,734
| -44% | -$7.16M |
|
3367
FlexShares Ultra-Short Income Fund
RAVI
$1.37B
| $9.23M | ﹤0.01% |
122,157
-12,627
| -9% | -$954K |
|
3368
Nu Skin
NUS
$580M
| $9.23M | ﹤0.01% |
1,271,387
+36,797
| +3% | +$267K |
|
3369
Vir Biotechnology
VIR
$667M
| $9.23M | ﹤0.01% |
1,424,345
+300,539
| +27% | +$1.95M |
|
|
WTPI
3370
WisdomTree Equity Premium Income Fund
WTPI
$307M
| $9.23M | ﹤0.01% |
296,291
+182,312
| +160% | +$5.68M |
|
3371
Summit Therapeutics
SMMT
$13.4B
| $9.22M | ﹤0.01% |
478,126
-82,864
| -15% | -$1.6M |
|
3372
Dorian LPG
LPG
$1.38B
| $9.21M | ﹤0.01% |
412,367
-164,199
| -28% | -$3.67M |
|
|
RC
3373
Ready Capital
RC
$698M
| $9.21M | ﹤0.01% |
1,809,275
-18,050
| -1% | -$91.9K |
|
3374
Fluence Energy
FLNC
$975M
| $9.2M | ﹤0.01% |
1,896,392
+1,004,758
| +113% | +$4.87M |
|
3375
CareDx
CDNA
$761M
| $9.18M | ﹤0.01% |
517,289
-67,965
| -12% | -$1.21M |
|