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 | |
|---|---|---|---|---|---|---|
1301
Global X MLP ETF
MLPA
$1.83B
| $50.7M | 0.01% |
1,310,955
+270,877
| +26% | +$10.5M |
|
1302
Robert Half
RHI
$3.61B
| $50.7M | 0.01% |
569,504
-289,274
| -34% | -$25.7M |
|
1303
Markel Group
MKL
$24.7B
| $50.6M | 0.01% |
42,672
+778
| +2% | +$923K |
|
|
CGC
1304
Canopy Growth
CGC
$427M
| $50.6M | 0.01% |
209,095
+8,939
| +4% | +$2.16M |
|
1305
Stellantis
STLA
$26.9B
| $50.5M | 0.01% |
2,563,226
+238,304
| +10% | +$4.7M |
|
1306
BJs Wholesale Club
BJ
$13B
| $50.5M | 0.01% |
1,061,319
+925,238
| +680% | +$44M |
|
1307
Turkcell
TKC
$4.86B
| $50.3M | 0.01% |
10,779,538
+1,014,825
| +10% | +$4.74M |
|
1308
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
| $50.3M | 0.01% |
705,410
-13,236
| -2% | -$944K |
|
1309
ArcelorMittal
MT
$26.4B
| $50.3M | 0.01% |
1,618,932
+371,294
| +30% | +$11.5M |
|
1310
WillScot Mobile Mini Holdings
WSC
$4.19B
| $50.2M | 0.01% |
1,799,495
+953,996
| +113% | +$26.6M |
|
1311
Cohen & Steers Infrastructure Fund
UTF
$2.48B
| $50.1M | 0.01% |
1,745,611
+180,998
| +12% | +$5.19M |
|
1312
WisdomTree Managed Futures Strategy Fund
WTMF
$168M
| $50.1M | 0.01% |
1,208,991
+286,344
| +31% | +$11.9M |
|
1313
Teck Resources
TECK
$20.5B
| $50M | 0.01% |
2,169,105
-183,711
| -8% | -$4.23M |
|
|
MOMO
1314
Hello Group
MOMO
$1.19B
| $49.8M | 0.01% |
3,255,099
+2,385,253
| +274% | +$36.5M |
|
1315
CarParts.com
PRTS
$44M
| $49.8M | 0.01% |
2,445,197
+373,946
| +18% | +$7.61M |
|
1316
Arrow Electronics
ARW
$6.61B
| $49.8M | 0.01% |
437,317
-35,026
| -7% | -$3.99M |
|
|
PPD
1317
DELISTED
PPD, Inc. Common Stock
PPD
| $49.7M | 0.01% |
1,079,031
+176,990
| +20% | +$8.16M |
|
1318
Tapestry
TPR
$22.2B
| $49.6M | 0.01% |
1,139,695
+173,870
| +18% | +$7.56M |
|
1319
Invesco Water Resources ETF
PHO
$2.21B
| $49.5M | 0.01% |
924,070
+49,629
| +6% | +$2.66M |
|
1320
Global X US Preferred ETF
PFFD
$2.37B
| $49.4M | 0.01% |
1,888,407
-30,945
| -2% | -$810K |
|
1321
Kayne Anderson Energy Infrastructure Fund
KYN
$2.06B
| $49.2M | 0.01% |
5,536,830
-218,312
| -4% | -$1.94M |
|
1322
Healthcare Realty
HR
$6.45B
| $49.2M | 0.01% |
1,841,123
+364,815
| +25% | +$9.74M |
|
1323
Jack Henry & Associates
JKHY
$11.7B
| $49M | 0.01% |
299,621
+23,943
| +9% | +$3.91M |
|
1324
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.69B
| $49M | 0.01% |
2,369,908
+185,399
| +8% | +$3.83M |
|
1325
iShares Micro-Cap ETF
IWC
$948M
| $49M | 0.01% |
320,791
+66,167
| +26% | +$10.1M |
|