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 Gold Trust
GLD
|
+$574M |
| 2 |
IAC Inc
IAC
|
+$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
+$425M |
| 4 |
ServiceNow
NOW
|
+$395M |
| 5 |
TAL Education Group
TAL
|
+$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.14B |
| 2 |
Starbucks
SBUX
|
+$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$954M |
| 4 |
Qualcomm
QCOM
|
+$688M |
| 5 |
Broadcom
AVGO
|
+$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Thomson Reuters
TRI
$78B
| $20.5M | 0.01% |
409,558
-4,245,317
| -91% | -$213M |
|
1427
Franco-Nevada
FNV
$38.6B
| $20.5M | 0.01% |
292,262
-269,643
| -48% | -$18.9M |
|
1428
Spire
SR
$4.49B
| $20.5M | 0.01% |
276,307
-97,244
| -26% | -$7.2M |
|
|
CIT
1429
DELISTED
CIT Group Inc.
CIT
| $20.5M | 0.01% |
534,595
-609,141
| -53% | -$23.3M |
|
1430
Selective Insurance
SIGI
$4.81B
| $20.5M | 0.01% |
335,618
+73,596
| +28% | +$4.48M |
|
1431
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.35B
| $20.4M | 0.01% |
932,251
-504,352
| -35% | -$11.1M |
|
1432
Inspire Medical Systems
INSP
$2.37B
| $20.4M | 0.01% |
483,911
+469,496
| +3,257% | +$19.8M |
|
1433
Pampa Energía
PAM
$3.23B
| $20.4M | 0.01% |
642,139
-90,040
| -12% | -$2.86M |
|
|
NID
1434
DELISTED
NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND
NID
| $20.4M | 0.01% |
1,649,836
+51,328
| +3% | +$635K |
|
1435
Clean Harbors
CLH
$12.7B
| $20.4M | 0.01% |
413,836
+339,551
| +457% | +$16.8M |
|
1436
Fluor
FLR
$6.63B
| $20.4M | 0.01% |
633,744
-222,429
| -26% | -$7.16M |
|
1437
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.74B
| $20.4M | 0.01% |
493,531
+198,367
| +67% | +$8.19M |
|
1438
FIVE9
FIVN
$2B
| $20.4M | 0.01% |
465,950
-73,337
| -14% | -$3.21M |
|
1439
Alcoa
AA
$8.61B
| $20.4M | 0.01% |
765,625
-171,388
| -18% | -$4.56M |
|
1440
Bright Horizons
BFAM
$6.45B
| $20.3M | 0.01% |
182,427
+90,483
| +98% | +$10.1M |
|
1441
Medifast
MED
$154M
| $20.3M | 0.01% |
162,510
+91,258
| +128% | +$11.4M |
|
1442
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $20.3M | 0.01% |
377,828
-5,318
| -1% | -$285K |
|
1443
MakeMyTrip
MMYT
$9.31B
| $20.3M | 0.01% |
833,036
-60,785
| -7% | -$1.48M |
|
1444
TrueCar
TRUE
$215M
| $20.2M | 0.01% |
2,234,825
+1,026,254
| +85% | +$9.3M |
|
1445
JB Hunt Transport Services
JBHT
$13.4B
| $20.2M | 0.01% |
216,837
-183,189
| -46% | -$17M |
|
1446
BorgWarner
BWA
$9.46B
| $20.2M | 0.01% |
659,568
+21,996
| +3% | +$673K |
|
1447
ProShares Short Russell2000
RWM
$126M
| $20.1M | 0.01% |
431,282
-174,930
| -29% | -$8.17M |
|
1448
Ovintiv
OVV
$10.8B
| $20.1M | 0.01% |
696,723
-2,349,015
| -77% | -$67.9M |
|
1449
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$284M
| $20.1M | 0.01% |
412,962
-30,403
| -7% | -$1.48M |
|
1450
First Trust Energy AlphaDEX Fund
FXN
$281M
| $20.1M | 0.01% |
1,743,223
-1,544,262
| -47% | -$17.8M |
|