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 | |
|---|---|---|---|---|---|---|
3526
Stevanato
STVN
$7.44B
| $15.6M | ﹤0.01% |
573,082
+241,873
| +73% | +$6.6M |
|
3527
OneSpan
OSPN
$625M
| $15.6M | ﹤0.01% |
1,457,536
+845,338
| +138% | +$9.06M |
|
3528
Xometry
XMTR
$2.66B
| $15.6M | ﹤0.01% |
434,478
+127,885
| +42% | +$4.59M |
|
|
BGH
3529
Barings Global Short Duration High Yield Fund
BGH
$337M
| $15.6M | ﹤0.01% |
1,160,784
+568,215
| +96% | +$7.64M |
|
3530
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$719M
| $15.6M | ﹤0.01% |
127,802
+111,138
| +667% | +$13.6M |
|
3531
VanEck Vietnam ETF
VNM
$580M
| $15.6M | ﹤0.01% |
1,206,474
+594,592
| +97% | +$7.68M |
|
3532
Golden Entertainment
GDEN
$644M
| $15.6M | ﹤0.01% |
390,146
+251,305
| +181% | +$10M |
|
3533
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.92B
| $15.6M | ﹤0.01% |
438,018
+215,071
| +96% | +$7.65M |
|
3534
Banco Santander Chile
BSAC
$12B
| $15.5M | ﹤0.01% |
795,970
+157,495
| +25% | +$3.07M |
|
|
CATC
3535
DELISTED
CAMBRIDGE BANCORP
CATC
| $15.5M | ﹤0.01% |
223,500
+120,537
| +117% | +$8.37M |
|
3536
Dimensional US Small Cap ETF
DFAS
$11.5B
| $15.5M | ﹤0.01% |
259,688
+151,254
| +139% | +$9.02M |
|
|
RVNC
3537
DELISTED
Revance Therapeutics, Inc.
RVNC
| $15.5M | ﹤0.01% |
1,758,498
+1,156,303
| +192% | +$10.2M |
|
3538
Global Industrial
GIC
$1.4B
| $15.5M | ﹤0.01% |
397,798
+302,425
| +317% | +$11.7M |
|
3539
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$348M
| $15.4M | ﹤0.01% |
137,394
+79,941
| +139% | +$8.97M |
|
3540
Invesco Leisure and Entertainment ETF
PEJ
$358M
| $15.4M | ﹤0.01% |
367,578
+168,149
| +84% | +$7.05M |
|
3541
Digi International
DGII
$1.41B
| $15.4M | ﹤0.01% |
592,356
+308,350
| +109% | +$8.02M |
|
|
EVBG
3542
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $15.4M | ﹤0.01% |
632,162
+310,692
| +97% | +$7.55M |
|
3543
VanEck Morningstar International Moat ETF
MOTI
$195M
| $15.4M | ﹤0.01% |
493,218
+282,220
| +134% | +$8.79M |
|
|
TPIC
3544
DELISTED
TPI Composites
TPIC
| $15.4M | ﹤0.01% |
3,708,060
+1,862,492
| +101% | +$7.71M |
|
3545
Manchester United
MANU
$2.61B
| $15.3M | ﹤0.01% |
752,478
+167,057
| +29% | +$3.4M |
|
3546
WisdomTree US AI Enhanced Value Fund
AIVL
$391M
| $15.3M | ﹤0.01% |
159,762
+79,897
| +100% | +$7.66M |
|
3547
RiverFront Strategic Income Fund
RIGS
$92.8M
| $15.3M | ﹤0.01% |
660,284
+420,897
| +176% | +$9.75M |
|
|
HPI
3548
John Hancock Preferred Income Fund
HPI
$460M
| $15.3M | ﹤0.01% |
968,664
+121,136
| +14% | +$1.91M |
|
3549
Amalgamated Financial
AMAL
$865M
| $15.3M | ﹤0.01% |
567,058
+462,341
| +442% | +$12.5M |
|
3550
Liberty Broadband Class A
LBRDA
$8.62B
| $15.3M | ﹤0.01% |
189,268
+92,138
| +95% | +$7.43M |
|