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 |
NVIDIA
NVDA
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1801
Turkcell
TKC
$5.11B
| $39.9M | ﹤0.01% |
11,167,400
-129,717
| -1% | -$463K |
|
1802
Moelis & Co
MC
$5.52B
| $39.8M | ﹤0.01% |
878,283
+180,801
| +26% | +$8.2M |
|
1803
Chefs' Warehouse
CHEF
$2.72B
| $39.7M | ﹤0.01% |
1,111,454
+281,514
| +34% | +$10.1M |
|
1804
Invesco Senior Income Trust
VVR
$535M
| $39.7M | ﹤0.01% |
10,318,293
-237,207
| -2% | -$913K |
|
|
TE
1805
T1 Energy Inc.
TE
$300M
| $39.7M | ﹤0.01% |
4,241,062
+1,259,964
| +42% | +$11.8M |
|
1806
SL Green Realty
SLG
$4.61B
| $39.6M | ﹤0.01% |
1,318,351
-241,540
| -15% | -$7.26M |
|
1807
WD-40
WDFC
$2.79B
| $39.6M | ﹤0.01% |
209,895
+11,484
| +6% | +$2.17M |
|
1808
MakeMyTrip
MMYT
$9.32B
| $39.5M | ﹤0.01% |
1,464,949
-395,337
| -21% | -$10.7M |
|
1809
Halozyme
HALO
$8.93B
| $39.5M | ﹤0.01% |
1,093,883
-27,032
| -2% | -$975K |
|
1810
Pan American Silver
PAAS
$15.3B
| $39.4M | ﹤0.01% |
2,705,411
+1,379,568
| +104% | +$20.1M |
|
1811
First Trust Materials AlphaDEX Fund
FXZ
$218M
| $39.4M | ﹤0.01% |
613,936
-967,872
| -61% | -$62.1M |
|
1812
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$703M
| $39.4M | ﹤0.01% |
1,322,110
+49,510
| +4% | +$1.48M |
|
1813
Crane Co
CR
$10.5B
| $39.4M | ﹤0.01% |
+441,749
| New | +$39.4M |
|
1814
iShares US Basic Materials ETF
IYM
$563M
| $39.4M | ﹤0.01% |
295,867
-16,726
| -5% | -$2.23M |
|
1815
Kohl's
KSS
$1.87B
| $39.4M | ﹤0.01% |
1,707,742
+630,889
| +59% | +$14.5M |
|
1816
Schwab US Broad Market ETF
SCHB
$37B
| $39.4M | ﹤0.01% |
2,283,867
+174,726
| +8% | +$3.01M |
|
1817
NGL Energy Partners
NGL
$735M
| $39.3M | ﹤0.01% |
10,091,649
+3,212,156
| +47% | +$12.5M |
|
1818
ArcelorMittal
MT
$26.4B
| $39.2M | ﹤0.01% |
1,434,902
-682,218
| -32% | -$18.7M |
|
1819
SPDR Dow Jones REIT ETF
RWR
$1.86B
| $39.2M | ﹤0.01% |
433,623
+7,787
| +2% | +$704K |
|
1820
Erie Indemnity
ERIE
$16.8B
| $39.2M | ﹤0.01% |
186,734
+51,981
| +39% | +$10.9M |
|
|
NOVA
1821
DELISTED
Sunnova Energy
NOVA
| $39.1M | ﹤0.01% |
2,137,186
+16,079
| +0.8% | +$294K |
|
1822
GlobalFoundries
GFS
$17.8B
| $39.1M | ﹤0.01% |
604,739
-5,064
| -0.8% | -$327K |
|
1823
MSC Industrial Direct
MSM
$5.11B
| $39M | ﹤0.01% |
409,767
-39,264
| -9% | -$3.74M |
|
1824
Yeti Holdings
YETI
$2.82B
| $39M | ﹤0.01% |
1,004,896
+92,487
| +10% | +$3.59M |
|
1825
New Jersey Resources
NJR
$4.62B
| $39M | ﹤0.01% |
826,595
+80,653
| +11% | +$3.81M |
|