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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Quanta Services
PWR
$57B
| $35.3M | 0.01% |
490,358
+174,679
| +55% | +$12.6M |
|
1352
Meritage Homes
MTH
$5.61B
| $35.3M | 0.01% |
852,784
+341,874
| +67% | +$14.2M |
|
|
CNST
1353
DELISTED
Constellation Pharmaceuticals, Inc.
CNST
| $35.3M | 0.01% |
1,225,855
+1,076,528
| +721% | +$31M |
|
1354
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $35.3M | 0.01% |
1,309,599
-14,508
| -1% | -$391K |
|
1355
Lennox International
LII
$19.1B
| $35.1M | 0.01% |
128,246
-9,557
| -7% | -$2.62M |
|
1356
JB Hunt Transport Services
JBHT
$13.4B
| $35.1M | 0.01% |
256,944
+19,475
| +8% | +$2.66M |
|
1357
Simply Good Foods
SMPL
$2.73B
| $35.1M | 0.01% |
1,118,425
+648,878
| +138% | +$20.3M |
|
1358
WisdomTree Managed Futures Strategy Fund
WTMF
$168M
| $35.1M | 0.01% |
945,528
-178,188
| -16% | -$6.61M |
|
|
THQ
1359
abrdn Healthcare Opportunities Fund
THQ
$709M
| $35M | 0.01% |
1,716,740
+11,753
| +0.7% | +$240K |
|
|
NS
1360
DELISTED
NuStar Energy L.P.
NS
| $35M | 0.01% |
2,427,033
-1,661,035
| -41% | -$23.9M |
|
1361
Magnachip Semiconductor
MX
$112M
| $35M | 0.01% |
2,585,190
+655,792
| +34% | +$8.87M |
|
1362
Chart Industries
GTLS
$8.95B
| $34.8M | 0.01% |
295,429
-11,687
| -4% | -$1.38M |
|
1363
Ultragenyx Pharmaceutical
RARE
$2.92B
| $34.8M | 0.01% |
251,328
+129,855
| +107% | +$18M |
|
1364
iShares Global Healthcare ETF
IXJ
$3.84B
| $34.7M | 0.01% |
454,418
-49,644
| -10% | -$3.8M |
|
1365
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.69B
| $34.7M | 0.01% |
1,702,615
+233,673
| +16% | +$4.76M |
|
1366
Azenta
AZTA
$1.36B
| $34.7M | 0.01% |
511,140
+238,569
| +88% | +$16.2M |
|
1367
Chemed
CHE
$6.5B
| $34.6M | 0.01% |
65,047
+34,775
| +115% | +$18.5M |
|
1368
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $34.6M | 0.01% |
458,317
+10,913
| +2% | +$825K |
|
1369
LG Display
LPL
$4.46B
| $34.6M | 0.01% |
4,095,334
+1,948
| +0% | +$16.4K |
|
1370
Ambarella
AMBA
$3.43B
| $34.5M | 0.01% |
375,954
-16,119
| -4% | -$1.48M |
|
1371
XPO
XPO
$15.3B
| $34.3M | 0.01% |
832,175
+51,273
| +7% | +$2.11M |
|
1372
LKQ Corp
LKQ
$8.31B
| $34.3M | 0.01% |
973,370
+83,087
| +9% | +$2.93M |
|
1373
Radian Group
RDN
$4.76B
| $34.3M | 0.01% |
1,692,491
+1,410,695
| +501% | +$28.6M |
|
1374
Kratos Defense & Security Solutions
KTOS
$11.7B
| $34.2M | 0.01% |
1,248,625
+498,684
| +66% | +$13.7M |
|
1375
Cerence
CRNC
$450M
| $34.2M | 0.01% |
340,708
+222,575
| +188% | +$22.4M |
|