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 | |
|---|---|---|---|---|---|---|
1526
Vontier
VNT
$6.34B
| $38.4M | 0.01% |
1,178,383
+480,140
| +69% | +$15.6M |
|
1527
First Trust STOXX European Select Dividend Income Fund
FDD
$687M
| $38.3M | 0.01% |
2,651,524
+663,406
| +33% | +$9.59M |
|
1528
iShares MSCI Taiwan ETF
EWT
$6.69B
| $38.3M | 0.01% |
598,725
+7,792
| +1% | +$498K |
|
|
ONEM
1529
DELISTED
1Life Healthcare
ONEM
| $38.3M | 0.01% |
1,158,115
+250,082
| +28% | +$8.27M |
|
1530
Federal Realty Investment Trust
FRT
$8.6B
| $38.2M | 0.01% |
326,038
+41,347
| +15% | +$4.84M |
|
1531
Allegiant Air
ALGT
$1.16B
| $38.2M | 0.01% |
196,844
+116,891
| +146% | +$22.7M |
|
1532
Aecom
ACM
$17.3B
| $38.2M | 0.01% |
602,897
+86,352
| +17% | +$5.47M |
|
1533
Huntington Ingalls Industries
HII
$10.9B
| $38.1M | 0.01% |
180,707
+52,834
| +41% | +$11.1M |
|
1534
Invesco Senior Income Trust
VVR
$528M
| $38M | 0.01% |
8,528,555
+312,986
| +4% | +$1.4M |
|
1535
LPL Financial
LPLA
$27.3B
| $38M | 0.01% |
281,726
+162,405
| +136% | +$21.9M |
|
1536
New York Times
NYT
$9.43B
| $38M | 0.01% |
872,968
+616,180
| +240% | +$26.8M |
|
|
HRC
1537
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $37.9M | 0.01% |
333,641
+63,235
| +23% | +$7.18M |
|
|
MDC
1538
DELISTED
M.D.C. Holdings, Inc.
MDC
| $37.8M | 0.01% |
747,189
+361,931
| +94% | +$18.3M |
|
1539
Dr. Reddy's Laboratories
RDY
$12.1B
| $37.8M | 0.01% |
2,571,175
-507,940
| -16% | -$7.47M |
|
1540
Iridium Communications
IRDM
$1.91B
| $37.7M | 0.01% |
942,342
+76,976
| +9% | +$3.08M |
|
1541
Lemonade
LMND
$4.51B
| $37.6M | 0.01% |
344,109
+29,542
| +9% | +$3.23M |
|
1542
SLM Corp
SLM
$5.93B
| $37.6M | 0.01% |
1,796,576
+97,743
| +6% | +$2.05M |
|
|
RPAI
1543
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $37.6M | 0.01% |
3,281,831
+170,548
| +5% | +$1.95M |
|
1544
Nuveen Municipal Credit Opportunities Fund
NMCO
$599M
| $37.5M | ﹤0.01% |
2,431,130
-137,250
| -5% | -$2.12M |
|
|
TIGR
1545
UP Fintech Holding
TIGR
$1.8B
| $37.5M | ﹤0.01% |
1,293,774
+1,105,716
| +588% | +$32M |
|
1546
Molina Healthcare
MOH
$9.98B
| $37.3M | ﹤0.01% |
147,525
+62,596
| +74% | +$15.8M |
|
1547
Regency Centers
REG
$12.9B
| $37.3M | ﹤0.01% |
581,910
-251,317
| -30% | -$16.1M |
|
|
ABMD
1548
DELISTED
Abiomed Inc
ABMD
| $37.3M | ﹤0.01% |
119,447
+25,558
| +27% | +$7.98M |
|
1549
BlackRock Municipal 2030 Target Term Trust
BTT
$1.48B
| $37.3M | ﹤0.01% |
1,420,872
-33,658
| -2% | -$883K |
|
1550
Lamb Weston
LW
$7.69B
| $37.2M | ﹤0.01% |
461,685
+34,488
| +8% | +$2.78M |
|