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 | |
|---|---|---|---|---|---|---|
3676
Aterian
ATER
$9.94M
| $5.23M | ﹤0.01% |
29,780
-83
| -0.3% | -$14.6K |
|
3677
iShares MSCI Belgium ETF
EWK
$31M
| $5.23M | ﹤0.01% |
237,037
-4,836
| -2% | -$107K |
|
3678
Phibro Animal Health
PAHC
$1.62B
| $5.22M | ﹤0.01% |
180,782
+122,489
| +210% | +$3.54M |
|
3679
Senseonics Holdings
SENS
$375M
| $5.22M | ﹤0.01% |
1,359,770
-256,980
| -16% | -$987K |
|
|
NTUS
3680
DELISTED
Natus Medical Inc
NTUS
| $5.22M | ﹤0.01% |
200,960
-102,459
| -34% | -$2.66M |
|
3681
James River Group
JRVR
$249M
| $5.22M | ﹤0.01% |
139,048
+24,266
| +21% | +$910K |
|
|
BHVN
3682
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $5.21M | ﹤0.01% |
53,669
+12,560
| +31% | +$1.22M |
|
|
BECN
3683
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $5.21M | ﹤0.01% |
97,751
+57,557
| +143% | +$3.07M |
|
3684
Cars.com
CARS
$822M
| $5.21M | ﹤0.01% |
363,193
+276,803
| +320% | +$3.97M |
|
|
CCXI
3685
DELISTED
ChemoCentryx, Inc.
CCXI
| $5.2M | ﹤0.01% |
388,061
+35,607
| +10% | +$477K |
|
3686
iShares MSCI Malaysia ETF
EWM
$246M
| $5.2M | ﹤0.01% |
203,427
-221,726
| -52% | -$5.66M |
|
3687
iShares MSCI New Zealand ETF
ENZL
$74.3M
| $5.19M | ﹤0.01% |
85,472
-1,909
| -2% | -$116K |
|
|
HYI
3688
Western Asset High Yield Opportunity Fund Inc
HYI
$273M
| $5.18M | ﹤0.01% |
330,123
+12,209
| +4% | +$192K |
|
|
GCV
3689
Gabelli Convertible and Income Securities Fund
GCV
$81.5M
| $5.18M | ﹤0.01% |
785,723
+156,151
| +25% | +$1.03M |
|
3690
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$253M
| $5.18M | ﹤0.01% |
224,051
+48,662
| +28% | +$1.12M |
|
3691
Upland Software
UPLD
$71.9M
| $5.17M | ﹤0.01% |
125,695
+101,441
| +418% | +$4.18M |
|
|
SEVN
3692
Seven Hills Realty Trust
SEVN
$160M
| $5.17M | ﹤0.01% |
433,557
+123,275
| +40% | +$1.47M |
|
3693
Zurn Elkay Water Solutions
ZWS
$7.86B
| $5.16M | ﹤0.01% |
214,227
+157,208
| +276% | +$3.79M |
|
3694
Ooma
OOMA
$353M
| $5.16M | ﹤0.01% |
273,701
+233,915
| +588% | +$4.41M |
|
3695
OrthoPediatrics
KIDS
$481M
| $5.16M | ﹤0.01% |
81,646
+71,543
| +708% | +$4.52M |
|
3696
Blue Bird Corp
BLBD
$1.89B
| $5.16M | ﹤0.01% |
207,447
-50,768
| -20% | -$1.26M |
|
3697
AST SpaceMobile
ASTS
$12.1B
| $5.15M | ﹤0.01% |
398,093
+356,329
| +853% | +$4.61M |
|
|
RUTH
3698
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $5.15M | ﹤0.01% |
223,470
+27,012
| +14% | +$622K |
|
|
BWG
3699
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$148M
| $5.14M | ﹤0.01% |
407,657
+34,573
| +9% | +$436K |
|
|
FEO
3700
DELISTED
First Trust/abrdn Emerging Opportunity Fund
FEO
| $5.13M | ﹤0.01% |
339,993
+26,494
| +8% | +$400K |
|