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 | |
|---|---|---|---|---|---|---|
|
DM
1351
DELISTED
Desktop Metal, Inc.
DM
| $47M | 0.01% |
408,955
+307,414
| +303% | +$35.4M |
|
1352
Hubbell
HUBB
$23.2B
| $47M | 0.01% |
251,706
+13,779
| +6% | +$2.57M |
|
1353
Leggett & Platt
LEG
$1.3B
| $47M | 0.01% |
907,501
+332,224
| +58% | +$17.2M |
|
1354
Deckers Outdoor
DECK
$17.6B
| $47M | 0.01% |
734,268
+283,338
| +63% | +$18.1M |
|
1355
Exponent
EXPO
$3.54B
| $47M | 0.01% |
526,713
+29,823
| +6% | +$2.66M |
|
1356
Aurinia Pharmaceuticals
AUPH
$1.68B
| $46.9M | 0.01% |
3,621,692
+3,315,006
| +1,081% | +$43M |
|
1357
Wabtec
WAB
$32.3B
| $46.9M | 0.01% |
570,062
+259,397
| +83% | +$21.3M |
|
1358
PagerDuty
PD
$1.53B
| $46.9M | 0.01% |
1,101,662
+25,124
| +2% | +$1.07M |
|
|
ZY
1359
DELISTED
Zymergen Inc. Common Stock
ZY
| $46.8M | 0.01% |
+1,169,933
| New | +$46.8M |
|
1360
Keurig Dr Pepper
KDP
$37B
| $46.6M | 0.01% |
1,322,763
-313,351
| -19% | -$11M |
|
1361
Ares Management
ARES
$40.1B
| $46.6M | 0.01% |
732,310
+91,931
| +14% | +$5.85M |
|
1362
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.08B
| $46.6M | 0.01% |
1,708,269
+227,809
| +15% | +$6.21M |
|
1363
Cboe Global Markets
CBOE
$24.5B
| $46.6M | 0.01% |
391,042
+57,036
| +17% | +$6.79M |
|
1364
Granite Construction
GVA
$4.7B
| $46.4M | 0.01% |
1,116,737
+236,645
| +27% | +$9.83M |
|
1365
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.72B
| $46.4M | 0.01% |
1,477,772
+220,250
| +18% | +$6.91M |
|
1366
Restaurant Brands International
QSR
$20.6B
| $46.4M | 0.01% |
719,561
+49,300
| +7% | +$3.18M |
|
1367
iShares US Telecommunications ETF
IYZ
$607M
| $46.2M | 0.01% |
1,390,859
-217,809
| -14% | -$7.24M |
|
|
HFRO
1368
Highland Opportunities and Income Fund
HFRO
$360M
| $46.2M | 0.01% |
4,233,822
-180,934
| -4% | -$1.97M |
|
1369
SPDR S&P International Dividend ETF
DWX
$495M
| $46.1M | 0.01% |
1,170,355
+36,735
| +3% | +$1.45M |
|
|
THQ
1370
abrdn Healthcare Opportunities Fund
THQ
$709M
| $46.1M | 0.01% |
1,995,555
+200,066
| +11% | +$4.62M |
|
1371
Americold
COLD
$3.93B
| $46.1M | 0.01% |
1,216,732
+328,355
| +37% | +$12.4M |
|
1372
Amcor
AMCR
$19.1B
| $46M | 0.01% |
4,015,687
+401,568
| +11% | +$4.6M |
|
1373
Stride
LRN
$6.91B
| $46M | 0.01% |
1,431,342
+407,717
| +40% | +$13.1M |
|
1374
Haemonetics
HAE
$2.51B
| $45.9M | 0.01% |
688,353
+108,691
| +19% | +$7.24M |
|
1375
Editas Medicine
EDIT
$242M
| $45.8M | 0.01% |
809,459
-156,838
| -16% | -$8.88M |
|