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 | |
|---|---|---|---|---|---|---|
951
Marqeta
MQ
$2.64B
| $84.7M | 0.01% |
+3,017,567
| New | +$84.7M |
|
952
Franklin Resources
BEN
$12.6B
| $84.6M | 0.01% |
2,644,418
+1,040,575
| +65% | +$33.3M |
|
|
BSCN
953
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $84.6M | 0.01% |
3,891,453
+228,906
| +6% | +$4.97M |
|
954
American Airlines Group
AAL
$8.54B
| $84.3M | 0.01% |
3,972,268
+1,725,790
| +77% | +$36.6M |
|
955
Anterix
ATEX
$397M
| $84.2M | 0.01% |
1,403,221
+80,091
| +6% | +$4.8M |
|
956
CRISPR Therapeutics
CRSP
$5.08B
| $84.1M | 0.01% |
519,765
-347,503
| -40% | -$56.3M |
|
957
Oshkosh
OSK
$8.75B
| $84.1M | 0.01% |
674,480
+76,717
| +13% | +$9.56M |
|
|
BOWX
958
DELISTED
BowX Acquisition Corp. Class A Common Stock
BOWX
| $84.1M | 0.01% |
7,310,051
+4,803,500
| +192% | +$55.2M |
|
|
PVG
959
DELISTED
PRETIUM RESOURCES INC.
PVG
| $84M | 0.01% |
8,781,544
+113,807
| +1% | +$1.09M |
|
960
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $83.9M | 0.01% |
1,234,491
+218,058
| +21% | +$14.8M |
|
961
W.P. Carey
WPC
$14.8B
| $83.9M | 0.01% |
1,147,632
+207,851
| +22% | +$15.2M |
|
962
Waste Connections
WCN
$45.3B
| $83.7M | 0.01% |
700,895
-1,865
| -0.3% | -$223K |
|
963
Cricut
CRCT
$1.33B
| $83.5M | 0.01% |
1,960,469
+1,939,392
| +9,201% | +$82.6M |
|
964
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $83.5M | 0.01% |
3,174,246
+349,846
| +12% | +$9.2M |
|
|
ANSS
965
DELISTED
Ansys
ANSS
| $83.5M | 0.01% |
240,481
-83,825
| -26% | -$29.1M |
|
966
Brixmor Property Group
BRX
$8.51B
| $83.4M | 0.01% |
3,641,347
+20,474
| +0.6% | +$469K |
|
967
Motorola Solutions
MSI
$80.3B
| $83.2M | 0.01% |
383,655
+56,265
| +17% | +$12.2M |
|
968
ARK Fintech Innovation ETF
ARKF
$1.37B
| $82.9M | 0.01% |
1,532,090
+192,194
| +14% | +$10.4M |
|
969
WisdomTree US SmallCap Dividend Fund
DES
$1.93B
| $82.8M | 0.01% |
2,597,642
-36,536
| -1% | -$1.17M |
|
970
Telus
TU
$24.1B
| $82.6M | 0.01% |
3,681,239
-2,888,598
| -44% | -$64.8M |
|
971
Fate Therapeutics
FATE
$118M
| $82.4M | 0.01% |
949,773
-257,724
| -21% | -$22.4M |
|
972
Akamai
AKAM
$11B
| $82.2M | 0.01% |
704,577
-109,775
| -13% | -$12.8M |
|
|
CTXS
973
DELISTED
Citrix Systems Inc
CTXS
| $82.1M | 0.01% |
700,410
+94,126
| +16% | +$11M |
|
974
Appian
APPN
$2.3B
| $82.1M | 0.01% |
595,919
+112,399
| +23% | +$15.5M |
|
975
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.35B
| $82.1M | 0.01% |
1,543,963
+27,749
| +2% | +$1.47M |
|