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 | |
|---|---|---|---|---|---|---|
1776
FTI Consulting
FCN
$5.16B
| $28.7M | ﹤0.01% |
210,059
+163,401
| +350% | +$22.3M |
|
1777
iShares MSCI France ETF
EWQ
$394M
| $28.7M | ﹤0.01% |
757,893
-12,799
| -2% | -$484K |
|
1778
WisdomTree Cloud Computing Fund
WCLD
$343M
| $28.7M | ﹤0.01% |
513,233
-30,134
| -6% | -$1.68M |
|
1779
VanEck Video Gaming and eSports ETF
ESPO
$492M
| $28.7M | ﹤0.01% |
395,098
-16,988
| -4% | -$1.23M |
|
1780
Sprout Social
SPT
$843M
| $28.6M | ﹤0.01% |
320,368
+167,578
| +110% | +$15M |
|
|
IGR
1781
CBRE Global Real Estate Income Fund
IGR
$772M
| $28.6M | ﹤0.01% |
3,249,843
+444,471
| +16% | +$3.92M |
|
1782
Builders FirstSource
BLDR
$13.5B
| $28.6M | ﹤0.01% |
670,397
+239,238
| +55% | +$10.2M |
|
1783
Xerox
XRX
$520M
| $28.5M | ﹤0.01% |
1,212,030
-330,307
| -21% | -$7.76M |
|
1784
Omnicell
OMCL
$1.45B
| $28.5M | ﹤0.01% |
187,938
-9,195
| -5% | -$1.39M |
|
1785
Service Corp International
SCI
$11.5B
| $28.5M | ﹤0.01% |
530,923
-156,788
| -23% | -$8.4M |
|
1786
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.28B
| $28.5M | ﹤0.01% |
709,661
+136,300
| +24% | +$5.46M |
|
1787
Globe Life
GL
$11.8B
| $28.4M | ﹤0.01% |
298,656
+17,374
| +6% | +$1.65M |
|
1788
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.4B
| $28.4M | ﹤0.01% |
455,017
+453,409
| +28,197% | +$28.3M |
|
1789
Essent Group
ESNT
$6.38B
| $28.3M | ﹤0.01% |
629,355
-82,479
| -12% | -$3.71M |
|
|
IMGN
1790
DELISTED
Immunogen Inc
IMGN
| $28.2M | ﹤0.01% |
4,286,501
+82,522
| +2% | +$544K |
|
1791
NOV
NOV
$4.68B
| $28.2M | ﹤0.01% |
1,842,917
+1,244,148
| +208% | +$19.1M |
|
1792
Hecla Mining
HL
$7.52B
| $28.2M | ﹤0.01% |
3,793,684
+2,764,286
| +269% | +$20.6M |
|
1793
Global X S&P 500 Covered Call ETF
XYLD
$3.09B
| $28.2M | ﹤0.01% |
575,048
+457,371
| +389% | +$22.4M |
|
1794
Cenovus Energy
CVE
$30.8B
| $28.2M | ﹤0.01% |
2,942,339
+1,607,209
| +120% | +$15.4M |
|
1795
First Trust Municipal High Income ETF
FMHI
$773M
| $28.1M | ﹤0.01% |
499,298
+194,033
| +64% | +$10.9M |
|
|
MFL
1796
DELISTED
BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND
MFL
| $28.1M | ﹤0.01% |
1,900,263
+32,443
| +2% | +$479K |
|
1797
ProShares VIX Mid-Term Futures ETF
VIXM
$41.2M
| $28M | ﹤0.01% |
916,763
+147,149
| +19% | +$4.49M |
|
|
Y
1798
DELISTED
Alleghany Corp
Y
| $28M | ﹤0.01% |
41,955
+7,397
| +21% | +$4.93M |
|
1799
LGI Homes
LGIH
$1.27B
| $28M | ﹤0.01% |
172,597
+60,088
| +53% | +$9.73M |
|
|
CHY
1800
Calamos Convertible and High Income Fund
CHY
$906M
| $27.9M | ﹤0.01% |
1,712,346
+38,799
| +2% | +$633K |
|