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
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
MSCI
MSCI
$43.6B
| $88.1M | 0.01% |
210,137
+18,524
| +10% | +$7.77M |
|
827
Verisk Analytics
VRSK
$36.7B
| $87.9M | 0.01% |
497,300
-509,868
| -51% | -$90.1M |
|
828
Lumen
LUMN
$6.3B
| $87.8M | 0.01% |
6,578,609
-1,295,108
| -16% | -$17.3M |
|
|
NATI
829
DELISTED
National Instruments Corp
NATI
| $87.7M | 0.01% |
2,031,679
-141,135
| -6% | -$6.09M |
|
830
ProShares Short QQQ
PSQ
$542M
| $87.6M | 0.01% |
1,259,972
+789,593
| +168% | +$54.9M |
|
|
HES
831
DELISTED
Hess
HES
| $87.3M | 0.01% |
1,234,003
+477,588
| +63% | +$33.8M |
|
832
Invesco WilderHill Clean Energy ETF
PBW
$357M
| $87.2M | 0.01% |
886,261
+169,182
| +24% | +$16.6M |
|
833
Lazard
LAZ
$5.25B
| $87M | 0.01% |
1,999,426
-51,185
| -2% | -$2.23M |
|
|
NVRO
834
DELISTED
NEVRO CORP.
NVRO
| $86.9M | 0.01% |
622,579
+211,332
| +51% | +$29.5M |
|
|
TUYA
835
Tuya Inc
TUYA
$1.53B
| $86.7M | 0.01% |
+4,102,700
| New | +$86.7M |
|
836
CarMax
KMX
$8.88B
| $86.7M | 0.01% |
653,639
-53,073
| -8% | -$7.04M |
|
837
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.8B
| $86.5M | 0.01% |
1,063,013
-853,756
| -45% | -$69.4M |
|
838
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
| $86.3M | 0.01% |
5,197,916
+1,743,763
| +50% | +$29M |
|
839
Old Dominion Freight Line
ODFL
$30.7B
| $86.3M | 0.01% |
718,034
-73,586
| -9% | -$8.85M |
|
840
Real Estate Select Sector SPDR Fund
XLRE
$7.72B
| $86.1M | 0.01% |
2,180,048
-2,106,722
| -49% | -$83.2M |
|
841
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
| $86M | 0.01% |
1,593,072
-106,094
| -6% | -$5.73M |
|
842
Alcoa
AA
$8.01B
| $86M | 0.01% |
2,645,588
+470,341
| +22% | +$15.3M |
|
843
VanEck Junior Gold Miners ETF
GDXJ
$7.39B
| $85.8M | 0.01% |
1,906,149
-383,335
| -17% | -$17.3M |
|
844
AES
AES
$9.06B
| $85.8M | 0.01% |
3,199,181
+271,878
| +9% | +$7.29M |
|
845
Generac Holdings
GNRC
$10.9B
| $85.7M | 0.01% |
261,778
-76,400
| -23% | -$25M |
|
|
USFR
846
DELISTED
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
| $85.6M | 0.01% |
3,411,727
-2,355,942
| -41% | -$59.1M |
|
847
Pacer Data & Infrastructure Real Estate ETF
SRVR
$421M
| $85.6M | 0.01% |
2,364,359
+17,709
| +0.8% | +$641K |
|
|
PRAH
848
DELISTED
PRA Health Sciences, Inc.
PRAH
| $85.5M | 0.01% |
557,775
+302,449
| +118% | +$46.4M |
|
849
StoneCo
STNE
$4.71B
| $85.3M | 0.01% |
1,393,781
-510,936
| -27% | -$31.3M |
|
|
CTXS
850
DELISTED
Citrix Systems Inc
CTXS
| $85.1M | 0.01% |
606,284
+231,702
| +62% | +$32.5M |
|