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 |
Microsoft
MSFT
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SBOW
3426
DELISTED
SilverBow Resources, Inc.
SBOW
| $17.6M | ﹤0.01% |
605,524
+446,184
| +280% | +$13M |
|
3427
fuboTV
FUBO
$1.5B
| $17.6M | ﹤0.01% |
5,533,150
+3,650,810
| +194% | +$11.6M |
|
3428
Cabaletta Bio
CABA
$199M
| $17.6M | ﹤0.01% |
774,766
+552,749
| +249% | +$12.5M |
|
3429
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$158M
| $17.6M | ﹤0.01% |
416,076
+184,504
| +80% | +$7.8M |
|
3430
AC Immune
ACIU
$254M
| $17.6M | ﹤0.01% |
3,514,480
+1,772,803
| +102% | +$8.86M |
|
3431
Jakks Pacific
JAKK
$204M
| $17.6M | ﹤0.01% |
494,140
+398,579
| +417% | +$14.2M |
|
|
OLO
3432
DELISTED
Olo Inc
OLO
| $17.6M | ﹤0.01% |
3,069,130
+2,039,723
| +198% | +$11.7M |
|
3433
Procept Biorobotics
PRCT
$2.12B
| $17.6M | ﹤0.01% |
418,846
+330,057
| +372% | +$13.8M |
|
3434
Titan International
TWI
$541M
| $17.5M | ﹤0.01% |
1,176,830
+751,949
| +177% | +$11.2M |
|
3435
OR Royalties Inc.
OR
$6.73B
| $17.4M | ﹤0.01% |
1,219,194
+4,904
| +0.4% | +$70K |
|
3436
Accel Entertainment
ACEL
$939M
| $17.4M | ﹤0.01% |
1,691,098
+1,333,522
| +373% | +$13.7M |
|
3437
Standard BioTools
LAB
$539M
| $17.4M | ﹤0.01% |
7,857,292
+3,403,942
| +76% | +$7.52M |
|
3438
Methanex
MEOH
$3.06B
| $17.3M | ﹤0.01% |
366,232
+214,367
| +141% | +$10.2M |
|
3439
VanEck Steel ETF
SLX
$85M
| $17.3M | ﹤0.01% |
234,192
+103,787
| +80% | +$7.65M |
|
3440
PC Connection
CNXN
$1.61B
| $17.3M | ﹤0.01% |
256,970
+154,143
| +150% | +$10.4M |
|
3441
BlackRock 2037 Municipal Target Term Trust
BMN
$154M
| $17.3M | ﹤0.01% |
725,964
+447,097
| +160% | +$10.6M |
|
3442
Corsair Gaming
CRSR
$921M
| $17.3M | ﹤0.01% |
1,224,272
+848,781
| +226% | +$12M |
|
3443
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$407M
| $17.3M | ﹤0.01% |
298,590
+179,206
| +150% | +$10.4M |
|
3444
Sotera Health
SHC
$4.54B
| $17.2M | ﹤0.01% |
1,023,446
+624,116
| +156% | +$10.5M |
|
3445
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$301M
| $17.2M | ﹤0.01% |
417,974
+211,889
| +103% | +$8.74M |
|
3446
Liberty Live Group Series C
LLYVK
$8.98B
| $17.2M | ﹤0.01% |
460,852
+221,698
| +93% | +$8.29M |
|
3447
Maxeon Solar Technologies
MAXN
$63.2M
| $17.2M | ﹤0.01% |
24,017
+13,424
| +127% | +$9.63M |
|
3448
Empire State Realty Trust
ESRT
$1.3B
| $17.2M | ﹤0.01% |
1,774,050
+772,521
| +77% | +$7.49M |
|
3449
Banco de Chile
BCH
$14.8B
| $17.2M | ﹤0.01% |
744,734
+413,339
| +125% | +$9.54M |
|
3450
ProAssurance
PRA
$1.22B
| $17.2M | ﹤0.01% |
1,244,690
+529,161
| +74% | +$7.3M |
|