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 | |
|---|---|---|---|---|---|---|
3476
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$596M
| $16.6M | ﹤0.01% |
364,690
+197,203
| +118% | +$8.98M |
|
3477
First Foundation Inc
FFWM
$491M
| $16.6M | ﹤0.01% |
1,710,484
+768,879
| +82% | +$7.44M |
|
3478
WesBanco
WSBC
$3.1B
| $16.5M | ﹤0.01% |
527,554
+331,653
| +169% | +$10.4M |
|
|
PCN
3479
PIMCO Corporate & Income Strategy Fund
PCN
$893M
| $16.5M | ﹤0.01% |
1,333,434
+683,154
| +105% | +$8.48M |
|
3480
Hillman Solutions
HLMN
$1.93B
| $16.5M | ﹤0.01% |
1,795,508
+1,489,857
| +487% | +$13.7M |
|
|
ALLK
3481
DELISTED
Allakos
ALLK
| $16.5M | ﹤0.01% |
6,050,538
+5,428,207
| +872% | +$14.8M |
|
3482
Ultrapar
UGP
$4.25B
| $16.5M | ﹤0.01% |
3,047,214
+1,260,668
| +71% | +$6.83M |
|
|
FFC
3483
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$816M
| $16.5M | ﹤0.01% |
1,186,968
+690,498
| +139% | +$9.6M |
|
3484
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$346M
| $16.5M | ﹤0.01% |
315,382
+141,908
| +82% | +$7.42M |
|
3485
Coeur Mining
CDE
$10.5B
| $16.5M | ﹤0.01% |
5,058,144
+3,467,443
| +218% | +$11.3M |
|
|
QXO
3486
QXO Inc
QXO
$14.2B
| $16.5M | ﹤0.01% |
120,400
+111,529
| +1,257% | +$15.3M |
|
3487
Fulcrum Therapeutics
FULC
$408M
| $16.5M | ﹤0.01% |
2,438,118
+1,526,247
| +167% | +$10.3M |
|
|
UMH
3488
UMH Properties
UMH
$1.28B
| $16.4M | ﹤0.01% |
1,071,348
+617,620
| +136% | +$9.46M |
|
|
RDUS
3489
DELISTED
Radius Recycling
RDUS
| $16.4M | ﹤0.01% |
543,988
+290,893
| +115% | +$8.77M |
|
3490
Avantis International Small Cap Value ETF
AVDV
$12.2B
| $16.4M | ﹤0.01% |
262,182
+173,201
| +195% | +$10.8M |
|
|
GOGL
3491
DELISTED
Golden Ocean Group
GOGL
| $16.4M | ﹤0.01% |
1,677,276
+1,368,447
| +443% | +$13.4M |
|
3492
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$98M
| $16.4M | ﹤0.01% |
417,954
+221,901
| +113% | +$8.69M |
|
3493
Helios Technologies
HLIO
$1.84B
| $16.3M | ﹤0.01% |
358,798
+256,751
| +252% | +$11.6M |
|
3494
Ichor Holdings
ICHR
$619M
| $16.2M | ﹤0.01% |
482,912
+254,526
| +111% | +$8.56M |
|
3495
Key Tronic
KTCC
$38.6M
| $16.2M | ﹤0.01% |
3,755,958
+1,856,541
| +98% | +$8.02M |
|
3496
iShares Cybersecurity and Tech ETF
IHAK
$957M
| $16.2M | ﹤0.01% |
357,116
+260,149
| +268% | +$11.8M |
|
|
AHH
3497
Armada Hoffler Properties
AHH
$606M
| $16.2M | ﹤0.01% |
1,310,148
+712,305
| +119% | +$8.81M |
|
|
MODV
3498
DELISTED
ModivCare
MODV
| $16.2M | ﹤0.01% |
367,796
+211,532
| +135% | +$9.31M |
|
3499
First Majestic Silver
AG
$4.86B
| $16.2M | ﹤0.01% |
2,630,532
+930,608
| +55% | +$5.72M |
|
3500
Nelnet
NNI
$4.64B
| $16.2M | ﹤0.01% |
183,288
+123,767
| +208% | +$10.9M |
|