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 | |
|---|---|---|---|---|---|---|
3776
NETSCOUT
NTCT
$1.86B
| $4.72M | ﹤0.01% |
165,329
-82,025
| -33% | -$2.34M |
|
|
DX
3777
Dynex Capital
DX
$1.59B
| $4.71M | ﹤0.01% |
252,291
+201,126
| +393% | +$3.75M |
|
3778
Fidelity MSCI Industrials Index ETF
FIDU
$1.52B
| $4.71M | ﹤0.01% |
86,842
+1,591
| +2% | +$86.3K |
|
|
CHUY
3779
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $4.71M | ﹤0.01% |
126,389
+77,750
| +160% | +$2.9M |
|
3780
RE/MAX Holdings
RMAX
$196M
| $4.71M | ﹤0.01% |
141,244
+72,598
| +106% | +$2.42M |
|
3781
BlackRock Floating Rate Income Trust
BGT
$338M
| $4.7M | ﹤0.01% |
365,779
+158,840
| +77% | +$2.04M |
|
3782
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$510M
| $4.7M | ﹤0.01% |
171,566
+26,258
| +18% | +$720K |
|
|
BGX
3783
Blackstone Long-Short Credit Income Fund
BGX
$157M
| $4.69M | ﹤0.01% |
310,218
+34,367
| +12% | +$520K |
|
3784
argenx
ARGX
$45.1B
| $4.69M | ﹤0.01% |
15,564
+5,009
| +47% | +$1.51M |
|
3785
SiriusPoint
SPNT
$2.07B
| $4.68M | ﹤0.01% |
465,154
-99,915
| -18% | -$1.01M |
|
3786
Aviat Networks
AVNW
$304M
| $4.67M | ﹤0.01% |
142,515
+99,079
| +228% | +$3.25M |
|
|
TUYA
3787
Tuya Inc
TUYA
$1.58B
| $4.67M | ﹤0.01% |
190,551
-3,912,149
| -95% | -$95.8M |
|
|
EVFM
3788
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
| $4.67M | ﹤0.01% |
275,324
+266,523
| +3,028% | +$4.52M |
|
3789
Dorian LPG
LPG
$1.36B
| $4.66M | ﹤0.01% |
330,301
+83,463
| +34% | +$1.18M |
|
3790
Beazer Homes USA
BZH
$740M
| $4.66M | ﹤0.01% |
241,764
-117,317
| -33% | -$2.26M |
|
3791
News Corp Class B
NWS
$19.1B
| $4.66M | ﹤0.01% |
191,379
+144,725
| +310% | +$3.52M |
|
3792
CEMIG Ordinary Shares
CIG.C
$7.98B
| $4.66M | ﹤0.01% |
2,538,596
+341,491
| +16% | +$626K |
|
|
GER
3793
DELISTED
Goldman Sachs MLP Energy Renaissance Fund
GER
| $4.66M | ﹤0.01% |
406,703
+109,322
| +37% | +$1.25M |
|
3794
Microvision
MVIS
$388M
| $4.63M | ﹤0.01% |
276,577
+104,653
| +61% | +$1.75M |
|
3795
Wabash National
WNC
$445M
| $4.63M | ﹤0.01% |
289,398
+32,340
| +13% | +$518K |
|
3796
NextCure
NXTC
$15.1M
| $4.63M | ﹤0.01% |
48,037
-33,483
| -41% | -$3.23M |
|
3797
BlackRock MuniYield Fund
MYD
$485M
| $4.63M | ﹤0.01% |
306,515
+71,696
| +31% | +$1.08M |
|
|
BNR
3798
Burning Rock Biotech
BNR
$92.8M
| $4.63M | ﹤0.01% |
15,699
+15,579
| +12,983% | +$4.59M |
|
3799
Cannae Holdings
CNNE
$1.12B
| $4.62M | ﹤0.01% |
136,356
-112,477
| -45% | -$3.81M |
|
|
AVTA
3800
DELISTED
Avantax, Inc. Common Stock
AVTA
| $4.62M | ﹤0.01% |
266,828
+127,601
| +92% | +$2.21M |
|