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 |
BILL Holdings
BILL
|
+$1.69B |
| 2 |
Roblox
RBLX
|
+$1.5B |
| 3 |
Coupang
CPNG
|
+$1.47B |
| 4 |
Airbnb
ABNB
|
+$850M |
| 5 |
Unity
U
|
+$651M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 2 |
Spotify
SPOT
|
+$1.33B |
| 3 |
Okta
OKTA
|
+$1.19B |
| 4 |
Amazon
AMZN
|
+$997M |
| 5 |
Alibaba
BABA
|
+$940M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3826
MakeMyTrip
MMYT
$9.55B
| $4.36M | ﹤0.01% |
160,190
-88,417
| -36% | -$2.4M |
|
3827
VanEck Pharmaceutical ETF
PPH
$553M
| $4.36M | ﹤0.01% |
59,815
+2,147
| +4% | +$156K |
|
|
EXD
3828
DELISTED
Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD
| $4.35M | ﹤0.01% |
386,281
-32,390
| -8% | -$365K |
|
3829
Telefônica Brasil
VIV
$20.2B
| $4.35M | ﹤0.01% |
560,789
+169,986
| +43% | +$1.32M |
|
3830
SPDR SSGA Global Allocation ETF
GAL
$271M
| $4.34M | ﹤0.01% |
95,356
+3,894
| +4% | +$177K |
|
|
CANO
3831
DELISTED
Cano Health, Inc.
CANO
| $4.34M | ﹤0.01% |
3,423
+2,484
| +265% | +$3.15M |
|
3832
Precision BioSciences
DTIL
$57.2M
| $4.34M | ﹤0.01% |
12,533
-12,667
| -50% | -$4.39M |
|
3833
Prosperity Bancshares
PB
$6.28B
| $4.34M | ﹤0.01% |
60,964
+11,397
| +23% | +$811K |
|
3834
NewMarket
NEU
$7.71B
| $4.32M | ﹤0.01% |
12,769
-5,317
| -29% | -$1.8M |
|
3835
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.59B
| $4.32M | ﹤0.01% |
61,922
+3,046
| +5% | +$213K |
|
|
TUFN
3836
DELISTED
Tufin Software Technologies Ltd.
TUFN
| $4.32M | ﹤0.01% |
439,859
-150,761
| -26% | -$1.48M |
|
3837
Neurogene
NGNE
$247M
| $4.32M | ﹤0.01% |
29,875
-1,675
| -5% | -$242K |
|
3838
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
| $4.31M | ﹤0.01% |
65,884
+18,372
| +39% | +$1.2M |
|
3839
Universal Corp
UVV
$1.38B
| $4.3M | ﹤0.01% |
89,076
-6,201
| -7% | -$300K |
|
|
OCFT
3840
OneConnect Financial Technology
OCFT
$279M
| $4.3M | ﹤0.01% |
104,895
+37,797
| +56% | +$1.55M |
|
3841
Hancock Whitney
HWC
$5.39B
| $4.28M | ﹤0.01% |
90,725
-11,933
| -12% | -$562K |
|
|
SRV
3842
NXG Cushing Midstream Energy Fund
SRV
$200M
| $4.27M | ﹤0.01% |
134,153
-16,393
| -11% | -$521K |
|
3843
WisdomTree Emerging Markets Local Debt Fund
ELD
$76.9M
| $4.26M | ﹤0.01% |
136,372
-1,488
| -1% | -$46.5K |
|
|
VRN
3844
DELISTED
Veren
VRN
| $4.25M | ﹤0.01% |
922,318
-471,843
| -34% | -$2.18M |
|
3845
DMC Global
BOOM
$151M
| $4.25M | ﹤0.01% |
115,178
+8,621
| +8% | +$318K |
|
3846
Vanda Pharmaceuticals
VNDA
$265M
| $4.25M | ﹤0.01% |
247,741
-213,794
| -46% | -$3.67M |
|
3847
Akebia Therapeutics
AKBA
$756M
| $4.24M | ﹤0.01% |
1,473,505
-1,186,868
| -45% | -$3.42M |
|
3848
Cactus
WHD
$2.71B
| $4.24M | ﹤0.01% |
112,467
-87,892
| -44% | -$3.32M |
|
3849
World Acceptance Corp
WRLD
$932M
| $4.23M | ﹤0.01% |
22,330
-862
| -4% | -$163K |
|
|
ITOS
3850
DELISTED
iTeos Therapeutics
ITOS
| $4.23M | ﹤0.01% |
156,608
+65,256
| +71% | +$1.76M |
|