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 | |
|---|---|---|---|---|---|---|
4676
Aris Water Solutions
ARIS
$787M
| $2.52M | ﹤0.01% |
300,908
+208,439
| +225% | +$1.75M |
|
4677
SGHC Ltd
SGHC
$5.95B
| $2.52M | ﹤0.01% |
794,764
+560,140
| +239% | +$1.78M |
|
4678
Daktronics
DAKT
$1.07B
| $2.52M | ﹤0.01% |
296,702
+138,458
| +87% | +$1.17M |
|
4679
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$978M
| $2.51M | ﹤0.01% |
87,046
+32,899
| +61% | +$948K |
|
4680
Dimensional International Small Cap Value ETF
DISV
$3.54B
| $2.51M | ﹤0.01% |
97,320
+96,949
| +26,132% | +$2.5M |
|
4681
HBT Financial
HBT
$819M
| $2.5M | ﹤0.01% |
118,206
+76,394
| +183% | +$1.61M |
|
4682
scPharmaceuticals
SCPH
$302M
| $2.49M | ﹤0.01% |
397,172
-738,407
| -65% | -$4.63M |
|
4683
Ouster
OUST
$2B
| $2.49M | ﹤0.01% |
324,644
+196,277
| +153% | +$1.51M |
|
4684
Atea Pharmaceuticals
AVIR
$229M
| $2.49M | ﹤0.01% |
815,312
+550,220
| +208% | +$1.68M |
|
4685
Dimensional International High Profitability ETF
DIHP
$4.49B
| $2.48M | ﹤0.01% |
96,648
+94,130
| +3,738% | +$2.42M |
|
4686
Seres Therapeutics
MCRB
$153M
| $2.48M | ﹤0.01% |
88,534
+70,064
| +379% | +$1.96M |
|
4687
First Business Financial Services
FBIZ
$435M
| $2.48M | ﹤0.01% |
61,804
+42,151
| +214% | +$1.69M |
|
4688
PMV Pharmaceuticals
PMVP
$69.4M
| $2.47M | ﹤0.01% |
798,356
+563,037
| +239% | +$1.75M |
|
4689
iPath Select MLP ETN
ATMP
$500M
| $2.47M | ﹤0.01% |
114,826
+60,988
| +113% | +$1.31M |
|
|
SVM
4690
Silvercorp Metals
SVM
$1.14B
| $2.47M | ﹤0.01% |
937,584
+401,619
| +75% | +$1.06M |
|
4691
Bowman Consulting
BWMN
$740M
| $2.45M | ﹤0.01% |
69,014
+47,837
| +226% | +$1.7M |
|
4692
Clarus
CLAR
$142M
| $2.45M | ﹤0.01% |
354,732
+216,391
| +156% | +$1.49M |
|
4693
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$182M
| $2.43M | ﹤0.01% |
76,546
+32,015
| +72% | +$1.01M |
|
4694
Nuvation Bio
NUVB
$1.1B
| $2.42M | ﹤0.01% |
1,605,088
+1,160,590
| +261% | +$1.75M |
|
4695
EverCommerce
EVCM
$2.15B
| $2.41M | ﹤0.01% |
218,744
+129,072
| +144% | +$1.42M |
|
4696
Zynex
ZYXI
$47M
| $2.4M | ﹤0.01% |
220,452
+83,751
| +61% | +$912K |
|
4697
Matrix Service
MTRX
$360M
| $2.4M | ﹤0.01% |
244,920
+186,899
| +322% | +$1.83M |
|
4698
Byrna Technologies
BYRN
$482M
| $2.39M | ﹤0.01% |
373,666
+245,265
| +191% | +$1.57M |
|
4699
Oil-Dri
ODC
$957M
| $2.39M | ﹤0.01% |
71,112
+44,766
| +170% | +$1.5M |
|
4700
Peoples Financial Services
PFIS
$513M
| $2.38M | ﹤0.01% |
48,908
+34,181
| +232% | +$1.66M |
|