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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLN
4126
Silence Therapeutics
SLN
$231M
| $2.88M | ﹤0.01% |
151,666
-15,188
| -9% | -$289K |
|
|
SCX
4127
DELISTED
The L.S. Starrett Company
SCX
| $2.88M | ﹤0.01% |
374,121
-3,341
| -0.9% | -$25.7K |
|
4128
Santander
BSBR
$41.2B
| $2.88M | ﹤0.01% |
373,378
+60,310
| +19% | +$464K |
|
4129
Pampa Energía
PAM
$3.12B
| $2.87M | ﹤0.01% |
121,502
-19,766
| -14% | -$467K |
|
|
LENZ
4130
LENZ Therapeutics
LENZ
$1.21B
| $2.87M | ﹤0.01% |
80,376
-19,393
| -19% | -$692K |
|
4131
AvidXchange
AVDX
$2.06B
| $2.87M | ﹤0.01% |
356,061
-420,331
| -54% | -$3.38M |
|
4132
Atlantic Union Bankshares
AUB
$5.21B
| $2.85M | ﹤0.01% |
77,787
-14,437
| -16% | -$530K |
|
|
SILK
4133
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $2.85M | ﹤0.01% |
68,992
+14,361
| +26% | +$593K |
|
|
IMMP
4134
Immutep
IMMP
$236M
| $2.84M | ﹤0.01% |
1,037,624
+55,310
| +6% | +$152K |
|
|
NP
4135
DELISTED
Neenah, Inc. Common Stock
NP
| $2.84M | ﹤0.01% |
71,535
-3,902
| -5% | -$155K |
|
4136
Inogen
INGN
$234M
| $2.84M | ﹤0.01% |
87,492
-19,562
| -18% | -$634K |
|
|
IBA
4137
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $2.84M | ﹤0.01% |
60,691
+7,194
| +13% | +$336K |
|
4138
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$107M
| $2.83M | ﹤0.01% |
117,442
+18,318
| +18% | +$442K |
|
4139
Kadant
KAI
$3.6B
| $2.83M | ﹤0.01% |
14,575
-438
| -3% | -$85.1K |
|
4140
Keros Therapeutics
KROS
$632M
| $2.82M | ﹤0.01% |
51,828
+44,687
| +626% | +$2.43M |
|
|
NHS
4141
Neuberger Berman High Yield Strategies Fund
NHS
$234M
| $2.82M | ﹤0.01% |
246,766
+3,619
| +1% | +$41.3K |
|
4142
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$51.7M
| $2.82M | ﹤0.01% |
37,604
-56,670
| -60% | -$4.24M |
|
4143
A10 Networks
ATEN
$1.31B
| $2.81M | ﹤0.01% |
201,641
+72,653
| +56% | +$1.01M |
|
4144
Nicolet Bankshares
NIC
$1.99B
| $2.81M | ﹤0.01% |
30,008
+5,709
| +23% | +$534K |
|
4145
News Corp Class B
NWS
$19.1B
| $2.8M | ﹤0.01% |
124,284
-130,303
| -51% | -$2.93M |
|
|
WSR
4146
Whitestone REIT
WSR
$649M
| $2.8M | ﹤0.01% |
211,212
-33,454
| -14% | -$443K |
|
4147
Merchants Bancorp
MBIN
$1.48B
| $2.79M | ﹤0.01% |
101,999
+1,008
| +1% | +$27.6K |
|
4148
Sutro Biopharma
STRO
$75.2M
| $2.79M | ﹤0.01% |
339,186
+275,689
| +434% | +$2.27M |
|
|
TUFN
4149
DELISTED
Tufin Software Technologies Ltd.
TUFN
| $2.79M | ﹤0.01% |
312,207
+114,746
| +58% | +$1.02M |
|
4150
Five Point Holdings
FPH
$435M
| $2.79M | ﹤0.01% |
456,181
-20,273
| -4% | -$124K |
|