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 |
Microsoft
MSFT
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4626
iShares MSCI BIC ETF
BKF
$95M
| $2.85M | ﹤0.01% |
83,286
+37,062
| +80% | +$1.27M |
|
4627
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$336M
| $2.85M | ﹤0.01% |
134,436
+132,702
| +7,653% | +$2.81M |
|
4628
Tango Therapeutics
TNGX
$846M
| $2.84M | ﹤0.01% |
286,814
+93,490
| +48% | +$926K |
|
4629
Nkarta
NKTX
$142M
| $2.84M | ﹤0.01% |
430,026
+210,112
| +96% | +$1.39M |
|
4630
Hooker Furnishings Corp
HOFT
$114M
| $2.82M | ﹤0.01% |
108,106
+71,454
| +195% | +$1.86M |
|
4631
Franklin FTSE Brazil ETF
FLBR
$226M
| $2.82M | ﹤0.01% |
134,560
+67,038
| +99% | +$1.4M |
|
4632
Lexicon Pharmaceuticals
LXRX
$432M
| $2.81M | ﹤0.01% |
1,835,376
+1,595,756
| +666% | +$2.44M |
|
|
PHD
4633
Pioneer Floating Rate Fund
PHD
$123M
| $2.81M | ﹤0.01% |
306,112
+155,687
| +103% | +$1.43M |
|
4634
SPDR S&P Global Infrastructure ETF
GII
$600M
| $2.79M | ﹤0.01% |
52,088
+21,794
| +72% | +$1.17M |
|
4635
Radiant Logistics
RLGT
$281M
| $2.78M | ﹤0.01% |
419,396
+266,031
| +173% | +$1.77M |
|
|
SLI
4636
Standard Lithium
SLI
$622M
| $2.78M | ﹤0.01% |
1,376,020
+620,541
| +82% | +$1.25M |
|
4637
Fidelity MSCI Materials Index ETF
FMAT
$433M
| $2.78M | ﹤0.01% |
56,964
+11,704
| +26% | +$570K |
|
4638
Capital Group Growth ETF
CGGR
$16.4B
| $2.76M | ﹤0.01% |
97,830
+86,838
| +790% | +$2.45M |
|
4639
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$570M
| $2.76M | ﹤0.01% |
57,542
+40,740
| +242% | +$1.95M |
|
4640
Gladstone Investment Corp
GAIN
$539M
| $2.75M | ﹤0.01% |
194,496
+111,237
| +134% | +$1.57M |
|
4641
IBEX
IBEX
$545M
| $2.75M | ﹤0.01% |
144,662
+72,361
| +100% | +$1.38M |
|
4642
TScan Therapeutics
TCRX
$102M
| $2.74M | ﹤0.01% |
469,406
+209,959
| +81% | +$1.22M |
|
4643
Crawford & Co Class A
CRD.A
$551M
| $2.73M | ﹤0.01% |
207,484
+121,231
| +141% | +$1.6M |
|
4644
McEwen Inc
MUX
$786M
| $2.73M | ﹤0.01% |
379,050
+224,911
| +146% | +$1.62M |
|
4645
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$112M
| $2.72M | ﹤0.01% |
78,380
+39,122
| +100% | +$1.36M |
|
4646
eHealth
EHTH
$121M
| $2.72M | ﹤0.01% |
312,014
+193,565
| +163% | +$1.69M |
|
4647
Microvast
MVST
$1.17B
| $2.71M | ﹤0.01% |
1,938,314
+1,398,824
| +259% | +$1.96M |
|
4648
WideOpenWest
WOW
$442M
| $2.7M | ﹤0.01% |
667,258
+464,967
| +230% | +$1.88M |
|
4649
Five Point Holdings
FPH
$435M
| $2.69M | ﹤0.01% |
876,392
+433,419
| +98% | +$1.33M |
|
4650
Ranger Energy Services
RNGR
$300M
| $2.69M | ﹤0.01% |
262,978
+192,365
| +272% | +$1.97M |
|