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 | |
|---|---|---|---|---|---|---|
1326
Gerdau
GGB
$6.03B
| $48.9M | 0.01% |
10,439,160
+7,635,244
| +272% | +$35.8M |
|
|
AGR
1327
DELISTED
Avangrid, Inc.
AGR
| $48.9M | 0.01% |
950,164
+173,680
| +22% | +$8.93M |
|
1328
Dropbox
DBX
$8.34B
| $48.8M | 0.01% |
1,610,771
+1,065,858
| +196% | +$32.3M |
|
1329
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$223M
| $48.7M | 0.01% |
512,775
-209,416
| -29% | -$19.9M |
|
1330
Watsco
WSO
$15.5B
| $48.7M | 0.01% |
169,793
+100,181
| +144% | +$28.7M |
|
1331
Huntsman Corp
HUN
$1.89B
| $48.6M | 0.01% |
1,833,934
+907,578
| +98% | +$24.1M |
|
1332
Invesco
IVZ
$10B
| $48.6M | 0.01% |
1,818,822
-2,375,073
| -57% | -$63.5M |
|
|
WRI
1333
DELISTED
Weingarten Realty Investors
WRI
| $48.4M | 0.01% |
1,509,403
-420,527
| -22% | -$13.5M |
|
1334
Schwab US Large-Cap Growth ETF
SCHG
$49.5B
| $48.3M | 0.01% |
2,647,576
+95,920
| +4% | +$1.75M |
|
|
JMIA
1335
Jumia Technologies
JMIA
$1.21B
| $48.1M | 0.01% |
1,586,369
+39,507
| +3% | +$1.2M |
|
1336
Nuveen Municipal Value Fund
NUV
$1.85B
| $48.1M | 0.01% |
4,172,692
+117,967
| +3% | +$1.36M |
|
1337
SPDR S&P Global Natural Resources ETF
GNR
$3.32B
| $48M | 0.01% |
906,435
+78,687
| +10% | +$4.17M |
|
1338
Magnite
MGNI
$3.4B
| $48M | 0.01% |
1,418,744
+457,886
| +48% | +$15.5M |
|
1339
Liberty Broadband Class C
LBRDK
$8.69B
| $47.9M | 0.01% |
276,000
+18,041
| +7% | +$3.13M |
|
1340
iShares Morningstar Mid-Cap Value ETF
IMCV
$834M
| $47.9M | 0.01% |
745,821
-51,537
| -6% | -$3.31M |
|
1341
Nutanix
NTNX
$21.2B
| $47.8M | 0.01% |
1,249,786
+210,233
| +20% | +$8.04M |
|
1342
Lumentum
LITE
$11.4B
| $47.7M | 0.01% |
582,033
+345,352
| +146% | +$28.3M |
|
1343
Harley-Davidson
HOG
$3.63B
| $47.7M | 0.01% |
1,040,577
+10,971
| +1% | +$503K |
|
1344
UBS Group
UBS
$129B
| $47.5M | 0.01% |
3,094,069
+209,870
| +7% | +$3.22M |
|
1345
Artivion
AORT
$1.92B
| $47.5M | 0.01% |
1,670,960
+188
| +0% | +$5.34K |
|
1346
iShares Mortgage Real Estate ETF
REM
$610M
| $47.4M | 0.01% |
1,276,440
+80,154
| +7% | +$2.98M |
|
1347
AGNC Investment
AGNC
$10.7B
| $47.3M | 0.01% |
2,802,687
+298,148
| +12% | +$5.04M |
|
1348
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.11B
| $47.2M | 0.01% |
1,157,568
+42,748
| +4% | +$1.74M |
|
1349
Atara Biotherapeutics
ATRA
$85.1M
| $47.2M | 0.01% |
121,430
-5,879
| -5% | -$2.29M |
|
|
BPMC
1350
DELISTED
Blueprint Medicines
BPMC
| $47.1M | 0.01% |
535,446
+473,445
| +764% | +$41.6M |
|