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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Cytokinetics
CYTK
$6.12B
| $43.1M | 0.01% |
1,170,819
+299,157
| +34% | +$11M |
|
1402
HubSpot
HUBS
$25.9B
| $43.1M | 0.01% |
90,724
-153,395
| -63% | -$72.9M |
|
1403
Invesco Leisure and Entertainment ETF
PEJ
$486M
| $43.1M | 0.01% |
883,214
-2,048
| -0.2% | -$99.9K |
|
1404
Trupanion
TRUP
$1.87B
| $43M | 0.01% |
482,960
-55,192
| -10% | -$4.92M |
|
|
FLG
1405
Flagstar Financial, Inc.
FLG
$5.27B
| $42.9M | 0.01% |
1,335,240
+191,804
| +17% | +$6.17M |
|
1406
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $42.9M | 0.01% |
395,454
-142,334
| -26% | -$15.4M |
|
1407
WisdomTree US LargeCap Fund
EPS
$1.25B
| $42.9M | 0.01% |
887,110
+53,453
| +6% | +$2.59M |
|
1408
Altice USA
ATUS
$1.12B
| $42.8M | 0.01% |
3,427,816
+1,694,871
| +98% | +$21.2M |
|
1409
Floor & Decor
FND
$9.55B
| $42.7M | 0.01% |
527,448
+74,820
| +17% | +$6.06M |
|
1410
Rithm Capital
RITM
$6.57B
| $42.7M | 0.01% |
3,887,099
+532,627
| +16% | +$5.85M |
|
1411
Toro Company
TTC
$7.76B
| $42.7M | 0.01% |
498,970
+192,625
| +63% | +$16.5M |
|
1412
Shake Shack
SHAK
$4.06B
| $42.6M | 0.01% |
627,689
+254,673
| +68% | +$17.3M |
|
1413
Nuveen Municipal Value Fund
NUV
$1.85B
| $42.6M | 0.01% |
4,447,320
+275,768
| +7% | +$2.64M |
|
1414
Huntington Ingalls Industries
HII
$10.8B
| $42.6M | 0.01% |
213,611
+62,922
| +42% | +$12.5M |
|
1415
Middleby
MIDD
$6.82B
| $42.6M | 0.01% |
259,540
+158,739
| +157% | +$26M |
|
1416
Invesco CEF Income Composite ETF
PCEF
$849M
| $42.4M | 0.01% |
1,920,688
-75,431
| -4% | -$1.66M |
|
1417
Cardlytics
CDLX
$59.6M
| $42.4M | 0.01% |
770,453
-173,874
| -18% | -$9.56M |
|
1418
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
| $42.3M | 0.01% |
746,027
-30,379
| -4% | -$1.72M |
|
1419
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$689M
| $42.3M | 0.01% |
849,036
-196,080
| -19% | -$9.77M |
|
1420
Exponent
EXPO
$3.54B
| $42.2M | 0.01% |
390,936
-65,034
| -14% | -$7.03M |
|
1421
Victoria's Secret
VSCO
$2.12B
| $42.2M | 0.01% |
821,890
+15,470
| +2% | +$795K |
|
1422
WIX.com
WIX
$9.56B
| $42.1M | 0.01% |
403,031
-391,625
| -49% | -$40.9M |
|
|
JOYY
1423
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $42.1M | 0.01% |
1,145,609
+297,816
| +35% | +$10.9M |
|
1424
Liberty Broadband Class C
LBRDK
$8.69B
| $42.1M | 0.01% |
310,927
+15,438
| +5% | +$2.09M |
|
1425
Academy Sports + Outdoors
ASO
$3.1B
| $42.1M | 0.01% |
1,067,537
+314,786
| +42% | +$12.4M |
|