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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3651
Invesco Russell 1000 Equal Weight ETF
EQAL
$691M
| $5.38M | ﹤0.01% |
117,686
-2,573
| -2% | -$118K |
|
3652
Artesian Resources
ARTNA
$326M
| $5.38M | ﹤0.01% |
146,188
+408
| +0.3% | +$15K |
|
|
MORF
3653
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $5.37M | ﹤0.01% |
93,610
-25,430
| -21% | -$1.46M |
|
3654
Photronics
PLAB
$1.47B
| $5.37M | ﹤0.01% |
406,506
+193,669
| +91% | +$2.56M |
|
3655
FB Financial Corp
FBK
$2.9B
| $5.37M | ﹤0.01% |
143,767
+57,931
| +67% | +$2.16M |
|
3656
S&T Bancorp
STBA
$1.51B
| $5.36M | ﹤0.01% |
171,133
+45,679
| +36% | +$1.43M |
|
3657
Kiniksa Pharmaceuticals
KNSA
$2.62B
| $5.35M | ﹤0.01% |
383,934
+205,803
| +116% | +$2.87M |
|
3658
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $5.35M | ﹤0.01% |
98,124
+16,093
| +20% | +$877K |
|
3659
Sterling Infrastructure
STRL
$11B
| $5.32M | ﹤0.01% |
220,415
-211,592
| -49% | -$5.11M |
|
3660
CVR Energy
CVI
$3.44B
| $5.3M | ﹤0.01% |
294,960
+273,492
| +1,274% | +$4.91M |
|
3661
Vital Farms
VITL
$1.98B
| $5.3M | ﹤0.01% |
265,321
-138,336
| -34% | -$2.76M |
|
3662
Cabot Corp
CBT
$4.12B
| $5.29M | ﹤0.01% |
92,941
+34,894
| +60% | +$1.99M |
|
3663
iShares Core 10+ Year USD Bond ETF
ILTB
$588M
| $5.29M | ﹤0.01% |
73,196
+2,604
| +4% | +$188K |
|
3664
Employers Holdings
EIG
$993M
| $5.29M | ﹤0.01% |
123,565
+33,673
| +37% | +$1.44M |
|
3665
Ryerson Holding
RYI
$723M
| $5.28M | ﹤0.01% |
361,887
-34,993
| -9% | -$511K |
|
3666
Perdoceo Education
PRDO
$2.27B
| $5.28M | ﹤0.01% |
430,595
+2,889
| +0.7% | +$35.4K |
|
|
TBHC
3667
The Brand House Collective
TBHC
$41.3M
| $5.28M | ﹤0.01% |
230,876
+47,914
| +26% | +$1.1M |
|
|
PMM
3668
Putnam Managed Municipal Income
PMM
$265M
| $5.28M | ﹤0.01% |
601,564
-11,149
| -2% | -$97.8K |
|
3669
City Holding Co
CHCO
$1.81B
| $5.27M | ﹤0.01% |
70,092
+18,708
| +36% | +$1.41M |
|
3670
White Mountains Insurance
WTM
$4.56B
| $5.27M | ﹤0.01% |
4,594
-758
| -14% | -$870K |
|
|
SILK
3671
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $5.26M | ﹤0.01% |
109,957
-27,754
| -20% | -$1.33M |
|
3672
Douglas Dynamics
PLOW
$745M
| $5.26M | ﹤0.01% |
129,334
+87,473
| +209% | +$3.56M |
|
3673
Sasol
SSL
$4.23B
| $5.25M | ﹤0.01% |
342,695
+297,569
| +659% | +$4.56M |
|
3674
Movado Group
MOV
$431M
| $5.25M | ﹤0.01% |
166,782
+65,102
| +64% | +$2.05M |
|
3675
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
| $5.24M | ﹤0.01% |
62,732
+1,008
| +2% | +$84.2K |
|