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 |
BILL Holdings
BILL
|
+$1.69B |
| 2 |
Roblox
RBLX
|
+$1.5B |
| 3 |
Coupang
CPNG
|
+$1.47B |
| 4 |
Airbnb
ABNB
|
+$850M |
| 5 |
Unity
U
|
+$651M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 2 |
Spotify
SPOT
|
+$1.33B |
| 3 |
Okta
OKTA
|
+$1.19B |
| 4 |
Amazon
AMZN
|
+$997M |
| 5 |
Alibaba
BABA
|
+$940M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.84B
| $90.8M | 0.01% |
678,896
+25,639
| +4% | +$3.43M |
|
902
Global X Lithium & Battery Tech ETF
LIT
$1.12B
| $90.5M | 0.01% |
1,104,313
+46,612
| +4% | +$3.82M |
|
903
Kimco Realty
KIM
$15.1B
| $90.5M | 0.01% |
4,361,053
-598,061
| -12% | -$12.4M |
|
904
Upstart Holdings
UPST
$6.01B
| $89.8M | 0.01% |
283,747
-1,116,910
| -80% | -$353M |
|
905
SPDR Euro Stoxx 50 ETF
FEZ
$4.54B
| $89.5M | 0.01% |
1,975,138
+71,526
| +4% | +$3.24M |
|
906
NCR Voyix
VYX
$1.73B
| $88.9M | 0.01% |
3,738,353
+1,144,216
| +44% | +$27.2M |
|
|
NATI
907
DELISTED
National Instruments Corp
NATI
| $88.7M | 0.01% |
2,260,261
-551,523
| -20% | -$21.6M |
|
908
Ares Management
ARES
$39.3B
| $88.6M | 0.01% |
1,200,714
+468,404
| +64% | +$34.6M |
|
909
UiPath
PATH
$6.21B
| $88.6M | 0.01% |
1,684,903
+240,734
| +17% | +$12.7M |
|
910
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.04B
| $88.4M | 0.01% |
2,416,550
+57,153
| +2% | +$2.09M |
|
|
LSI
911
DELISTED
Life Storage, Inc.
LSI
| $88.4M | 0.01% |
770,043
+175,814
| +30% | +$20.2M |
|
912
NRG Energy
NRG
$31.2B
| $88.3M | 0.01% |
2,163,381
+315,671
| +17% | +$12.9M |
|
913
Best Buy
BBY
$16.1B
| $88.2M | 0.01% |
834,437
-262,445
| -24% | -$27.7M |
|
914
Novo Nordisk
NVO
$242B
| $88.2M | 0.01% |
1,836,250
+76,868
| +4% | +$3.69M |
|
915
Vipshop
VIPS
$8.85B
| $88M | 0.01% |
7,896,095
-4,209,997
| -35% | -$46.9M |
|
916
Texas Capital Bancshares
TCBI
$3.99B
| $87.9M | 0.01% |
1,464,697
+19,384
| +1% | +$1.16M |
|
|
AOMR
917
Angel Oak Mortgage REIT
AOMR
$232M
| $87.6M | 0.01% |
5,172,061
-410
| -0% | -$6.94K |
|
|
CHNG
918
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $87.2M | 0.01% |
4,166,586
+1,115,119
| +37% | +$23.4M |
|
|
BOWX
919
DELISTED
BowX Acquisition Corp. Class A Common Stock
BOWX
| $87.2M | 0.01% |
8,724,279
+1,414,228
| +19% | +$14.1M |
|
920
Medical Properties Trust
MPW
$2.77B
| $87.1M | 0.01% |
4,341,167
-160,815
| -4% | -$3.23M |
|
921
Zebra Technologies
ZBRA
$15.6B
| $86.9M | 0.01% |
168,542
+28,726
| +21% | +$14.8M |
|
922
CarGurus
CARG
$3.51B
| $86.8M | 0.01% |
2,762,051
-199,279
| -7% | -$6.26M |
|
923
Copart
CPRT
$46.9B
| $86.7M | 0.01% |
2,500,776
+157,076
| +7% | +$5.45M |
|
924
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$698M
| $86.2M | 0.01% |
2,524,269
+625,893
| +33% | +$21.4M |
|
|
TXNM
925
TXNM Energy, Inc.
TXNM
$5.99B
| $85.9M | 0.01% |
1,736,819
+1,355,190
| +355% | +$67.1M |
|