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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3551
ReNew
RNW
$1.99B
| $9.65M | ﹤0.01% |
1,252,947
+635,205
|
|
||
3552
Ecovyst
ECVT
$1.07B
| $9.64M | ﹤0.01% |
1,100,468
+681,185
|
|
||
3553
Adasina Social Justice All Cap Global ETF
JSTC
$257M
| $9.64M | ﹤0.01% |
474,176
-58,637
|
|
||
3554
Avanos Medical
AVNS
$542M
| $9.62M | ﹤0.01% |
832,497
-26,023
|
|
||
3555
Inter&Co
INTR
$3.5B
| $9.62M | ﹤0.01% |
1,041,846
+142,316
|
|
||
3556
Healthcare Services Group
HCSG
$1.35B
| $9.57M | ﹤0.01% |
568,581
-122,764
|
|
||
|
SRDX
3557
DELISTED
Surmodics
SRDX
| $9.57M | ﹤0.01% |
320,037
-335,768
|
|
||
3558
Great Lakes Dredge & Dock
GLDD
$903M
| $9.56M | ﹤0.01% |
797,452
+4,370
|
|
||
|
BSCY
3559
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$356M
| $9.55M | ﹤0.01% |
454,390
+88,961
|
|
||
3560
TCW Transform 500 ETF
VOTE
$923M
| $9.55M | ﹤0.01% |
121,668
+6,074
|
|
||
3561
Standard Motor Products
SMP
$855M
| $9.54M | ﹤0.01% |
233,824
-33,653
|
|
||
3562
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$552M
| $9.53M | ﹤0.01% |
371,681
+178,776
|
|
||
3563
OppFi
OPFI
$297M
| $9.51M | ﹤0.01% |
839,292
+207,953
|
|
||
3564
Shoe Carnival
SCVL
$515M
| $9.51M | ﹤0.01% |
457,269
+191,644
|
|
||
|
SCPH
3565
DELISTED
scPharmaceuticals
SCPH
| $9.48M | ﹤0.01% |
1,672,825
-475,061
|
|
||
3566
Perspective Therapeutics
CATX
$193M
| $9.47M | ﹤0.01% |
2,760,861
+1,137,473
|
|
||
3567
B&G Foods
BGS
$377M
| $9.45M | ﹤0.01% |
2,132,724
-28,638
|
|
||
3568
GigaCloud Technology
GCT
$1.48B
| $9.43M | ﹤0.01% |
332,111
-19,564
|
|
||
3569
Novavax
NVAX
$1.06B
| $9.33M | ﹤0.01% |
1,076,444
-162,342
|
|
||
3570
ProAssurance
PRA
$1.25B
| $9.28M | ﹤0.01% |
387,015
+23,428
|
|
||
3571
Safety Insurance
SAFT
$1.18B
| $9.25M | ﹤0.01% |
130,907
-17,124
|
|
||
3572
Annexon
ANNX
$730M
| $9.24M | ﹤0.01% |
3,029,848
+2,197,308
|
|
||
3573
Rapid7
RPD
$1.02B
| $9.24M | ﹤0.01% |
492,784
-18,114
|
|
||
3574
PDF Solutions
PDFS
$1.09B
| $9.22M | ﹤0.01% |
357,269
-210,432
|
|
||
3575
New Fortress Energy
NFE
$370M
| $9.22M | ﹤0.01% |
4,171,293
-640,440
|
|