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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BTX
876
BlackRock Technology and Private Equity Term Trust
BTX
$822M
| $95.3M | 0.01% |
4,691,021
+3,515,864
| +299% | +$71.4M |
|
877
Fiverr
FVRR
$878M
| $95.2M | 0.01% |
392,409
+11,101
| +3% | +$2.69M |
|
878
ProShares Short 20+ Year Treasury ETF
TBF
$68.8M
| $95.2M | 0.01% |
5,636,955
+1,643,419
| +41% | +$27.7M |
|
879
iShares US Healthcare ETF
IYH
$2.79B
| $94.7M | 0.01% |
1,735,845
+75,930
| +5% | +$4.14M |
|
880
WIX.com
WIX
$9.44B
| $94.7M | 0.01% |
326,259
+199,761
| +158% | +$58M |
|
881
F5
FFIV
$19.2B
| $94.6M | 0.01% |
507,047
+397,114
| +361% | +$74.1M |
|
882
ON Semiconductor
ON
$20B
| $94.6M | 0.01% |
2,471,798
+1,814,114
| +276% | +$69.4M |
|
883
FMC
FMC
$4.77B
| $94.2M | 0.01% |
871,013
+52,840
| +6% | +$5.72M |
|
884
Chegg
CHGG
$173M
| $93.6M | 0.01% |
1,126,500
+90,483
| +9% | +$7.52M |
|
885
RingCentral
RNG
$2.83B
| $93.6M | 0.01% |
322,095
+189,117
| +142% | +$55M |
|
886
TransUnion
TRU
$18.1B
| $93.1M | 0.01% |
848,233
+106,120
| +14% | +$11.7M |
|
887
Global X Conscious Companies ETF
KRMA
$692M
| $92.9M | 0.01% |
2,967,106
+241,864
| +9% | +$7.57M |
|
888
Elanco Animal Health
ELAN
$9.33B
| $92.8M | 0.01% |
2,675,169
-1,625,253
| -38% | -$56.4M |
|
889
Pool Corp
POOL
$12.3B
| $92.8M | 0.01% |
202,297
+38,143
| +23% | +$17.5M |
|
890
VEON
VEON
$3.71B
| $92.6M | 0.01% |
2,024,880
+115,794
| +6% | +$5.3M |
|
|
DISCA
891
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $92.5M | 0.01% |
3,014,461
+494,378
| +20% | +$15.2M |
|
|
AOMR
892
Angel Oak Mortgage REIT
AOMR
$234M
| $92.4M | 0.01% |
+5,172,471
| New | +$92.4M |
|
893
Jacobs Solutions
J
$17.8B
| $92.3M | 0.01% |
836,521
+43,501
| +5% | +$4.8M |
|
894
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $92.1M | 0.01% |
3,006,490
+341,088
| +13% | +$10.5M |
|
895
Norwegian Cruise Line
NCLH
$12.2B
| $92M | 0.01% |
3,127,332
+1,190,114
| +61% | +$35M |
|
896
Virgin Galactic
SPCE
$188M
| $91.8M | 0.01% |
99,748
-3,483
| -3% | -$3.2M |
|
897
Texas Capital Bancshares
TCBI
$4B
| $91.8M | 0.01% |
1,445,313
-1,066,884
| -42% | -$67.7M |
|
898
Plains All American Pipeline
PAA
$12.2B
| $91.7M | 0.01% |
8,074,642
+1,217,831
| +18% | +$13.8M |
|
899
Vanguard Consumer Staples ETF
VDC
$7.64B
| $91.6M | 0.01% |
502,116
+351
| +0.1% | +$64.1K |
|
900
Telefonica
TEF
$30.3B
| $91.6M | 0.01% |
20,901,294
-1,104,596
| -5% | -$4.84M |
|