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 | |
|---|---|---|---|---|---|---|
|
SMAR
1526
DELISTED
Smartsheet Inc.
SMAR
| $18.3M | 0.01% |
736,602
+144,469
| +24% | +$3.59M |
|
1527
Olin
OLN
$3.02B
| $18.3M | 0.01% |
910,275
-929,826
| -51% | -$18.7M |
|
1528
ProShares Short Dow30
DOG
$122M
| $18.3M | 0.01% |
298,209
+56,196
| +23% | +$3.45M |
|
|
ANSS
1529
DELISTED
Ansys
ANSS
| $18.3M | 0.01% |
127,927
-1,316,254
| -91% | -$188M |
|
1530
Wingstop
WING
$7.43B
| $18.3M | 0.01% |
284,886
+132,655
| +87% | +$8.51M |
|
1531
Repligen
RGEN
$6.39B
| $18.3M | 0.01% |
346,522
+92,789
| +37% | +$4.89M |
|
1532
Trade Desk
TTD
$22.1B
| $18.2M | 0.01% |
1,572,240
-84,670
| -5% | -$983K |
|
1533
Sarepta Therapeutics
SRPT
$1.82B
| $18.2M | 0.01% |
167,182
-21,393
| -11% | -$2.33M |
|
1534
iShares US Transportation ETF
IYT
$608M
| $18.2M | 0.01% |
440,748
-1,722,016
| -80% | -$71M |
|
1535
Greenlight Captial
GLRE
$426M
| $18.2M | 0.01% |
2,108,552
-92,994
| -4% | -$802K |
|
1536
Nokia
NOK
$24.3B
| $18.2M | 0.01% |
3,119,899
+1,147,968
| +58% | +$6.68M |
|
1537
Myriad Genetics
MYGN
$674M
| $18.1M | 0.01% |
624,258
-113,069
| -15% | -$3.29M |
|
|
UNIT
1538
Uniti Group
UNIT
$1.71B
| $18.1M | 0.01% |
1,165,397
-213,473
| -15% | -$3.32M |
|
|
SFUN
1539
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
| $18.1M | 0.01% |
253,787
-8,343
| -3% | -$596K |
|
1540
AllianceBernstein
AB
$4.19B
| $18.1M | 0.01% |
663,483
-455,642
| -41% | -$12.4M |
|
|
BZUN
1541
Baozun
BZUN
$276M
| $18.1M | 0.01% |
619,365
+378,094
| +157% | +$11M |
|
1542
iShares MSCI South Africa ETF
EZA
$442M
| $18.1M | 0.01% |
358,392
+147,364
| +70% | +$7.43M |
|
1543
Hain Celestial
HAIN
$194M
| $18.1M | 0.01% |
1,138,431
+352,021
| +45% | +$5.58M |
|
|
NUAN
1544
DELISTED
Nuance Communications, Inc.
NUAN
| $18M | 0.01% |
1,575,161
+694,619
| +79% | +$7.96M |
|
1545
iShares MSCI Turkey ETF
TUR
$160M
| $18M | 0.01% |
734,154
-157,286
| -18% | -$3.86M |
|
1546
Franklin US Low Volatility High Dividend Index ETF
LVHD
$594M
| $18M | 0.01% |
628,049
+118,256
| +23% | +$3.39M |
|
1547
Invesco Water Resources ETF
PHO
$2.21B
| $18M | 0.01% |
636,783
+3,993
| +0.6% | +$113K |
|
|
MSGN
1548
DELISTED
MSG Networks Inc.
MSGN
| $18M | 0.01% |
762,009
+246,750
| +48% | +$5.81M |
|
1549
CBRE Group
CBRE
$48.8B
| $17.9M | 0.01% |
447,969
-144,948
| -24% | -$5.8M |
|
1550
Steven Madden
SHOO
$2.26B
| $17.9M | 0.01% |
592,559
-143,659
| -20% | -$4.35M |
|