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 | |
|---|---|---|---|---|---|---|
1751
Nexstar Media Group
NXST
$6.13B
| $29.5M | ﹤0.01% |
199,577
-402,436
| -67% | -$59.5M |
|
1752
iShares Global Energy ETF
IXC
$1.84B
| $29.5M | ﹤0.01% |
1,108,681
-308,554
| -22% | -$8.2M |
|
1753
Allogene Therapeutics
ALLO
$260M
| $29.5M | ﹤0.01% |
1,129,478
+1,035,898
| +1,107% | +$27M |
|
1754
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $29.5M | ﹤0.01% |
705,924
+533,154
| +309% | +$22.2M |
|
1755
Range Resources
RRC
$8.32B
| $29.4M | ﹤0.01% |
1,754,998
+818,687
| +87% | +$13.7M |
|
1756
Freshpet
FRPT
$2.51B
| $29.4M | ﹤0.01% |
180,188
+108,775
| +152% | +$17.7M |
|
1757
Rithm Capital
RITM
$6.28B
| $29.3M | ﹤0.01% |
2,770,097
+800,566
| +41% | +$8.48M |
|
1758
Camping World
CWH
$1.04B
| $29.3M | ﹤0.01% |
714,550
+116,612
| +20% | +$4.78M |
|
1759
Toro Company
TTC
$7.58B
| $29.3M | ﹤0.01% |
266,497
+97,071
| +57% | +$10.7M |
|
1760
Power Integrations
POWI
$2.41B
| $29.3M | ﹤0.01% |
356,442
+73,782
| +26% | +$6.05M |
|
1761
BlackRock MuniYield Quality Fund
MQY
$847M
| $29.2M | ﹤0.01% |
1,745,688
+645,371
| +59% | +$10.8M |
|
1762
American Well
AMWL
$104M
| $29.2M | ﹤0.01% |
115,935
+77,040
| +198% | +$19.4M |
|
1763
ATI
ATI
$11.1B
| $29.1M | ﹤0.01% |
1,397,704
+619,380
| +80% | +$12.9M |
|
1764
Invesco China Technology ETF
CQQQ
$1.76B
| $29.1M | ﹤0.01% |
346,011
-9,918
| -3% | -$835K |
|
1765
Emergent Biosolutions
EBS
$438M
| $29.1M | ﹤0.01% |
462,531
+241,936
| +110% | +$15.2M |
|
1766
H&R Block
HRB
$6.72B
| $29.1M | ﹤0.01% |
1,240,597
-389,601
| -24% | -$9.15M |
|
1767
Fidelity National Financial
FNF
$15.9B
| $29.1M | ﹤0.01% |
695,580
-145,457
| -17% | -$6.08M |
|
1768
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$220M
| $29.1M | ﹤0.01% |
588,624
-346,509
| -37% | -$17.1M |
|
1769
iShares MSCI Mexico ETF
EWW
$1.94B
| $29M | ﹤0.01% |
604,855
-2,179,735
| -78% | -$105M |
|
1770
Invesco Aerospace & Defense ETF
PPA
$6.43B
| $28.9M | ﹤0.01% |
384,999
+4,014
| +1% | +$302K |
|
1771
Bentley Systems
BSY
$16B
| $28.9M | ﹤0.01% |
445,968
+293,402
| +192% | +$19M |
|
|
WIW
1772
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$548M
| $28.9M | ﹤0.01% |
2,203,120
+135,038
| +7% | +$1.77M |
|
1773
Enova International
ENVA
$3.15B
| $28.9M | ﹤0.01% |
843,884
+180,340
| +27% | +$6.17M |
|
1774
Vanguard ESG International Stock ETF
VSGX
$5.18B
| $28.8M | ﹤0.01% |
449,344
+42,094
| +10% | +$2.7M |
|
1775
Senti Biosciences
SNTI
$36.4M
| $28.8M | ﹤0.01% |
+289,423
| New | +$28.8M |
|