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 | |
|---|---|---|---|---|---|---|
4051
Atlanticus Holdings
ATLC
$1.05B
| $5.18M | ﹤0.01% |
88,366
+45,109
|
|
||
4052
Ooma
OOMA
$320M
| $5.16M | ﹤0.01% |
430,022
-28,195
|
|
||
4053
SkyWater Technology
SKYT
$804M
| $5.15M | ﹤0.01% |
275,915
+126,106
|
|
||
4054
Consensus Cloud Solutions
CCSI
$439M
| $5.15M | ﹤0.01% |
175,210
+68,601
|
|
||
4055
Domo
DOMO
$361M
| $5.14M | ﹤0.01% |
324,217
+79,844
|
|
||
4056
ClearPoint Neuro
CLPT
$422M
| $5.13M | ﹤0.01% |
235,281
-97,042
|
|
||
|
CGO
4057
Calamos Global Total Return Fund
CGO
$111M
| $5.12M | ﹤0.01% |
424,893
+25,286
|
|
||
4058
Manchester United
MANU
$2.73B
| $5.11M | ﹤0.01% |
337,831
+50,984
|
|
||
4059
First Community Bankshares
FCBC
$633M
| $5.11M | ﹤0.01% |
146,948
+4,351
|
|
||
4060
Capital Southwest
CSWC
$1.24B
| $5.11M | ﹤0.01% |
233,743
+6,347
|
|
||
4061
Zumiez
ZUMZ
$486M
| $5.11M | ﹤0.01% |
260,347
+162,828
|
|
||
4062
Navitas Semiconductor
NVTS
$1.8B
| $5.1M | ﹤0.01% |
707,023
-1,609,935
|
|
||
4063
Treace Medical Concepts
TMCI
$164M
| $5.1M | ﹤0.01% |
760,309
-259,120
|
|
||
4064
Cytek Biosciences
CTKB
$633M
| $5.08M | ﹤0.01% |
1,463,141
+313,020
|
|
||
4065
Krispy Kreme
DNUT
$781M
| $5.07M | ﹤0.01% |
1,310,420
-1,147,513
|
|
||
4066
Sabre
SABR
$584M
| $5.07M | ﹤0.01% |
2,770,457
-318,423
|
|
||
|
RWT
4067
Redwood Trust
RWT
$733M
| $5.07M | ﹤0.01% |
875,385
-120,743
|
|
||
4068
Beyond Meat
BYND
$503M
| $5.07M | ﹤0.01% |
2,679,969
+1,783,428
|
|
||
4069
First Bancorp
FNLC
$313M
| $5.05M | ﹤0.01% |
192,242
-4,461
|
|
||
|
BSL
4070
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$177M
| $5.04M | ﹤0.01% |
358,351
+26,300
|
|
||
|
RAAA
4071
Reckoner Yield Enhanced AAA CLO ETF
RAAA
$27.5M
| $5.03M | ﹤0.01% |
+200,000
|
|
||
4072
Invesco Mortgage Capital
IVR
$626M
| $5.01M | ﹤0.01% |
663,225
+299,659
|
|
||
4073
Portillo's
PTLO
$332M
| $5.01M | ﹤0.01% |
776,500
+120,870
|
|
||
4074
908 Devices
MASS
$211M
| $5.01M | ﹤0.01% |
571,680
+17,435
|
|
||
4075
Fidus Investment
FDUS
$687M
| $5.01M | ﹤0.01% |
247,091
-20,354
|
|