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
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Ingredion
INGR
$8.09B
| $37.7M | ﹤0.01% |
390,514
+120,324
| +45% | +$11.6M |
|
|
EOS
1552
Eaton Vance Enhance Equity Income Fund II
EOS
$1.3B
| $37.7M | ﹤0.01% |
1,534,624
+71,878
| +5% | +$1.77M |
|
1553
WD-40
WDFC
$2.86B
| $37.7M | ﹤0.01% |
154,229
-16,074
| -9% | -$3.93M |
|
1554
Kulicke & Soffa
KLIC
$2.01B
| $37.7M | ﹤0.01% |
623,188
+181,116
| +41% | +$11M |
|
1555
Power Integrations
POWI
$2.48B
| $37.7M | ﹤0.01% |
405,789
+59,627
| +17% | +$5.54M |
|
1556
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
| $37.7M | ﹤0.01% |
1,445,001
+20,762
| +1% | +$541K |
|
1557
WisdomTree US SmallCap Earnings Fund
EES
$635M
| $37.7M | ﹤0.01% |
732,542
+51,714
| +8% | +$2.66M |
|
1558
Perrigo
PRGO
$3.06B
| $37.6M | ﹤0.01% |
967,060
-87,753
| -8% | -$3.41M |
|
1559
Bank of America Series L
BAC.PRL
$3.95B
| $37.6M | ﹤0.01% |
+25,879
| New | +$37.6M |
|
|
WIRE
1560
DELISTED
Encore Wire Corp
WIRE
| $37.5M | ﹤0.01% |
262,189
-180
| -0.1% | -$25.8K |
|
1561
Belden
BDC
$5.21B
| $37.5M | ﹤0.01% |
570,303
+387,169
| +211% | +$25.4M |
|
1562
iShares MSCI World ETF
URTH
$5.72B
| $37.4M | ﹤0.01% |
276,218
+185,274
| +204% | +$25.1M |
|
1563
Inspire Medical Systems
INSP
$2.37B
| $37.3M | ﹤0.01% |
162,245
-107,604
| -40% | -$24.8M |
|
1564
ChargePoint
CHPT
$242M
| $37.3M | ﹤0.01% |
97,967
+49,619
| +103% | +$18.9M |
|
1565
Lemonade
LMND
$3.88B
| $37.3M | ﹤0.01% |
885,345
+20,489
| +2% | +$863K |
|
1566
Timken Company
TKR
$5.4B
| $37.3M | ﹤0.01% |
537,696
+111,675
| +26% | +$7.74M |
|
1567
Cable One
CABO
$968M
| $37.2M | ﹤0.01% |
21,088
+81
| +0.4% | +$143K |
|
1568
TFI International
TFII
$7.77B
| $37.2M | ﹤0.01% |
331,562
-1,133,563
| -77% | -$127M |
|
|
AWF
1569
AllianceBernstein Global High Income Fund
AWF
$968M
| $37.1M | ﹤0.01% |
3,057,222
+93,733
| +3% | +$1.14M |
|
|
MDC
1570
DELISTED
M.D.C. Holdings, Inc.
MDC
| $37.1M | ﹤0.01% |
663,815
+77,519
| +13% | +$4.33M |
|
|
STEW
1571
SRH Total Return Fund
STEW
$1.77B
| $37M | ﹤0.01% |
2,605,604
-50,856
| -2% | -$723K |
|
1572
GitLab
GTLB
$8.39B
| $37M | ﹤0.01% |
+425,544
| New | +$37M |
|
1573
AerCap
AER
$21.8B
| $37M | ﹤0.01% |
565,832
+255,254
| +82% | +$16.7M |
|
1574
Natural Resource Partners
NRP
$1.34B
| $37M | ﹤0.01% |
1,107,346
+2,352
| +0.2% | +$78.6K |
|
1575
Invesco BuyBack Achievers ETF
PKW
$1.48B
| $36.9M | ﹤0.01% |
382,777
+31,473
| +9% | +$3.04M |
|