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 | |
|---|---|---|---|---|---|---|
1626
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$343M
| $33.8M | ﹤0.01% |
599,743
+60,565
| +11% | +$3.42M |
|
1627
Denali Therapeutics
DNLI
$1.86B
| $33.8M | ﹤0.01% |
431,032
-31,128
| -7% | -$2.44M |
|
1628
Tronox
TROX
$755M
| $33.8M | ﹤0.01% |
1,508,824
+192,367
| +15% | +$4.31M |
|
1629
Kanzhun
BZ
$11.2B
| $33.7M | ﹤0.01% |
+849,500
| New | +$33.7M |
|
|
FOE
1630
DELISTED
Ferro Corporation
FOE
| $33.6M | ﹤0.01% |
1,559,045
+25,842
| +2% | +$557K |
|
1631
VanEck Agribusiness ETF
MOO
$618M
| $33.6M | ﹤0.01% |
369,070
+31,465
| +9% | +$2.87M |
|
1632
Post Holdings
POST
$5.64B
| $33.6M | ﹤0.01% |
473,365
+404,999
| +592% | +$28.8M |
|
|
SI
1633
DELISTED
Silvergate Capital Corporation
SI
| $33.6M | ﹤0.01% |
296,335
+105,328
| +55% | +$11.9M |
|
1634
Pacer Trendpilot US Mid Cap ETF
PTMC
$419M
| $33.6M | ﹤0.01% |
945,616
-46,348
| -5% | -$1.64M |
|
1635
WisdomTree US MidCap Fund
EZM
$819M
| $33.5M | ﹤0.01% |
639,448
+12,725
| +2% | +$667K |
|
1636
Ziff Davis
ZD
$1.57B
| $33.5M | ﹤0.01% |
280,068
+72,516
| +35% | +$8.67M |
|
1637
Fulgent Genetics
FLGT
$681M
| $33.4M | ﹤0.01% |
362,461
-195,739
| -35% | -$18.1M |
|
|
CLDR
1638
DELISTED
Cloudera, Inc.
CLDR
| $33.4M | ﹤0.01% |
2,105,044
-26,500
| -1% | -$420K |
|
1639
SiteOne Landscape Supply
SITE
$6.04B
| $33.4M | ﹤0.01% |
197,033
+39,333
| +25% | +$6.66M |
|
|
ACCD
1640
DELISTED
Accolade Inc
ACCD
| $33.3M | ﹤0.01% |
613,564
+292,317
| +91% | +$15.9M |
|
|
WWE
1641
DELISTED
World Wrestling Entertainment
WWE
| $33.3M | ﹤0.01% |
575,496
-685,003
| -54% | -$39.7M |
|
1642
SPDR Portfolio Europe ETF
SPEU
$699M
| $33.2M | ﹤0.01% |
793,986
+67,172
| +9% | +$2.81M |
|
1643
Nuveen ESG Large-Cap Value ETF
NULV
$1.8B
| $33.2M | ﹤0.01% |
879,990
+126,317
| +17% | +$4.77M |
|
1644
Schwab US Mid-Cap ETF
SCHM
$12.3B
| $33.2M | ﹤0.01% |
1,273,020
-161,862
| -11% | -$4.22M |
|
1645
Global E Online
GLBE
$6.39B
| $33.2M | ﹤0.01% |
+581,834
| New | +$33.2M |
|
1646
PTC
PTC
$24.7B
| $33.1M | ﹤0.01% |
234,381
+87,171
| +59% | +$12.3M |
|
1647
Schwab U.S Small- Cap ETF
SCHA
$19.1B
| $33M | ﹤0.01% |
1,268,508
-165,328
| -12% | -$4.31M |
|
1648
LG Display
LPL
$4.95B
| $33M | ﹤0.01% |
3,085,839
-766,738
| -20% | -$8.2M |
|
1649
Global X Silver Miners ETF NEW
SIL
$3.35B
| $33M | ﹤0.01% |
772,312
+135,615
| +21% | +$5.79M |
|
1650
OGE Energy
OGE
$8.92B
| $33M | ﹤0.01% |
979,688
+294,036
| +43% | +$9.89M |
|