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 | |
|---|---|---|---|---|---|---|
1476
SK Telecom
SKM
$8.4B
| $40.7M | 0.01% |
786,966
-143,135
| -15% | -$7.41M |
|
1477
ORIX
IX
$30.1B
| $40.7M | 0.01% |
2,404,565
-76,010
| -3% | -$1.29M |
|
1478
Antero Resources
AR
$10.4B
| $40.7M | 0.01% |
2,708,609
+598,034
| +28% | +$8.99M |
|
1479
Progyny
PGNY
$1.88B
| $40.7M | 0.01% |
689,333
+200,480
| +41% | +$11.8M |
|
1480
Clarivate
CLVT
$2.7B
| $40.6M | 0.01% |
1,474,163
+1,440,932
| +4,336% | +$39.7M |
|
1481
Vanguard Russell 2000 ETF
VTWO
$12.9B
| $40.6M | 0.01% |
438,236
-12,414
| -3% | -$1.15M |
|
1482
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
| $40.5M | 0.01% |
744,399
+72,867
| +11% | +$3.97M |
|
1483
Bandwidth Inc
BAND
$532M
| $40.4M | 0.01% |
292,767
+148,866
| +103% | +$20.5M |
|
1484
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.25B
| $40.4M | 0.01% |
726,780
-179,482
| -20% | -$9.96M |
|
|
IAA
1485
DELISTED
IAA, Inc. Common Stock
IAA
| $40.2M | 0.01% |
736,290
+362,482
| +97% | +$19.8M |
|
1486
Schwab US Large- Cap ETF
SCHX
$60.9B
| $40.2M | 0.01% |
2,317,188
+85,032
| +4% | +$1.47M |
|
|
ETWO
1487
DELISTED
E2open Parent Holdings
ETWO
| $40.1M | 0.01% |
3,510,041
+1,302,390
| +59% | +$14.9M |
|
1488
Lightspeed Commerce
LSPD
$1.65B
| $40M | 0.01% |
478,073
-449,125
| -48% | -$37.6M |
|
1489
NeoGenomics
NEO
$1.08B
| $39.9M | 0.01% |
882,792
+36,349
| +4% | +$1.64M |
|
1490
Visteon
VC
$3.41B
| $39.8M | 0.01% |
329,385
+9,668
| +3% | +$1.17M |
|
1491
LKQ Corp
LKQ
$7.81B
| $39.8M | 0.01% |
807,788
-270,833
| -25% | -$13.3M |
|
1492
Camden Property Trust
CPT
$11.5B
| $39.7M | 0.01% |
299,467
+165,887
| +124% | +$22M |
|
|
IMAB
1493
I-MAB
IMAB
$320M
| $39.6M | 0.01% |
472,047
+240,741
| +104% | +$20.2M |
|
1494
Sun Life Financial
SLF
$33.5B
| $39.6M | 0.01% |
767,382
-441,090
| -36% | -$22.7M |
|
1495
Eventbrite
EB
$285M
| $39.5M | 0.01% |
2,080,944
+425,937
| +26% | +$8.09M |
|
1496
Burlington
BURL
$16.3B
| $39.4M | 0.01% |
122,498
+28,096
| +30% | +$9.05M |
|
1497
Glaukos
GKOS
$4.89B
| $39.4M | 0.01% |
464,506
-52,959
| -10% | -$4.49M |
|
1498
iShares MSCI Pacific ex Japan ETF
EPP
$1.82B
| $39.4M | 0.01% |
761,992
+6,508
| +0.9% | +$337K |
|
1499
First Trust Long/Short Equity ETF
FTLS
$2B
| $39.3M | 0.01% |
808,142
+111,100
| +16% | +$5.41M |
|
1500
iShares Global Healthcare ETF
IXJ
$3.82B
| $39.3M | 0.01% |
472,766
+20,906
| +5% | +$1.74M |
|