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
|
+$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.63B |
| 3 |
Snowflake
SNOW
|
+$1.44B |
| 4 |
Shopify
SHOP
|
+$1.3B |
| 5 |
Royalty Pharma
RPRX
|
+$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.39B |
| 4 |
Vipshop
VIPS
|
+$1.11B |
| 5 |
Apple
AAPL
|
+$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CIT
1576
DELISTED
CIT Group Inc.
CIT
| $29.3M | ﹤0.01% |
567,992
-338,395
| -37% | -$17.4M |
|
1577
Revolve Group
RVLV
$1.59B
| $29.2M | ﹤0.01% |
650,327
-64,291
| -9% | -$2.89M |
|
1578
Euronet Worldwide
EEFT
$3.6B
| $29.2M | ﹤0.01% |
211,177
+171,996
| +439% | +$23.8M |
|
1579
Coca-Cola Europacific Partners
CCEP
$40.7B
| $29.1M | ﹤0.01% |
557,988
+181,635
| +48% | +$9.47M |
|
1580
Tetra Tech
TTEK
$9.5B
| $29.1M | ﹤0.01% |
1,070,805
-621,370
| -37% | -$16.9M |
|
1581
Invesco International Dividend Achievers ETF
PID
$869M
| $29M | ﹤0.01% |
1,739,161
-53,280
| -3% | -$889K |
|
1582
Petrobras Class A
PBR.A
$75.2B
| $29M | ﹤0.01% |
3,396,275
+3,147,219
| +1,264% | +$26.9M |
|
1583
Invesco China Technology ETF
CQQQ
$1.5B
| $29M | ﹤0.01% |
355,929
+54,614
| +18% | +$4.45M |
|
|
CELL
1584
DELISTED
PhenomeX Inc. Common Stock
CELL
| $29M | ﹤0.01% |
576,963
+395,195
| +217% | +$19.9M |
|
1585
Watts Water Technologies
WTS
$9.39B
| $28.9M | ﹤0.01% |
243,646
+1,120
| +0.5% | +$133K |
|
1586
Halozyme
HALO
$8.99B
| $28.9M | ﹤0.01% |
693,945
+172,745
| +33% | +$7.2M |
|
1587
Federal Realty Investment Trust
FRT
$8.77B
| $28.9M | ﹤0.01% |
284,691
-366,360
| -56% | -$37.2M |
|
1588
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $28.9M | ﹤0.01% |
304,862
-146,563
| -32% | -$13.9M |
|
1589
Sociedad Química y Minera de Chile
SQM
$12B
| $28.7M | ﹤0.01% |
541,686
+132,697
| +32% | +$7.04M |
|
1590
Cohen & Steers Duration Preferred & Income Fund
LDP
$631M
| $28.7M | ﹤0.01% |
1,098,070
-41,080
| -4% | -$1.07M |
|
1591
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $28.7M | ﹤0.01% |
510,009
+82,780
| +19% | +$4.65M |
|
1592
Henry Schein
HSIC
$8.37B
| $28.6M | ﹤0.01% |
413,285
-52,805
| -11% | -$3.66M |
|
1593
SPDR Portfolio Europe ETF
SPEU
$699M
| $28.6M | ﹤0.01% |
726,814
+46,469
| +7% | +$1.83M |
|
1594
Pacific Biosciences
PACB
$351M
| $28.5M | ﹤0.01% |
856,553
+340,371
| +66% | +$11.3M |
|
1595
Crane NXT
CXT
$3.46B
| $28.5M | ﹤0.01% |
874,381
-49,954
| -5% | -$1.63M |
|
|
ABCM
1596
DELISTED
Abcam plc American Depositary Shares
ABCM
| $28.5M | ﹤0.01% |
1,483,996
+128,060
| +9% | +$2.46M |
|
1597
Plains GP Holdings
PAGP
$3.7B
| $28.5M | ﹤0.01% |
3,031,469
+2,964
| +0.1% | +$27.9K |
|
1598
Popular Inc
BPOP
$8.34B
| $28.5M | ﹤0.01% |
404,840
+78,488
| +24% | +$5.52M |
|
1599
First Solar
FSLR
$21.6B
| $28.4M | ﹤0.01% |
325,864
-479,062
| -60% | -$41.8M |
|
1600
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$367M
| $28.4M | ﹤0.01% |
277,354
+171,459
| +162% | +$17.5M |
|