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 | |
|---|---|---|---|---|---|---|
1826
BlackRock Multi-Sector Income Trust
BIT
$592M
| $27.3M | ﹤0.01% |
1,464,636
-267,798
| -15% | -$5M |
|
1827
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$114M
| $27.3M | ﹤0.01% |
751,857
-32,617
| -4% | -$1.18M |
|
1828
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.52B
| $27.3M | ﹤0.01% |
294,989
-8,756
| -3% | -$810K |
|
1829
Grocery Outlet
GO
$1.53B
| $27.3M | ﹤0.01% |
786,403
+515,159
| +190% | +$17.9M |
|
1830
Reliance Steel & Aluminium
RS
$15B
| $27.2M | ﹤0.01% |
180,485
+96,034
| +114% | +$14.5M |
|
1831
Simply Good Foods
SMPL
$2.63B
| $27.1M | ﹤0.01% |
741,687
+75,073
| +11% | +$2.74M |
|
1832
First Trust Mid Cap Value AlphaDEX Fund
FNK
$202M
| $27.1M | ﹤0.01% |
609,277
+203,589
| +50% | +$9.05M |
|
|
ITCI
1833
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $27.1M | ﹤0.01% |
663,263
+225,202
| +51% | +$9.19M |
|
1834
Fresenius Medical Care
FMS
$15B
| $27M | ﹤0.01% |
650,461
-149,863
| -19% | -$6.23M |
|
1835
Riot Platforms
RIOT
$6.47B
| $27M | ﹤0.01% |
716,853
-790,797
| -52% | -$29.8M |
|
|
CACG
1836
DELISTED
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
| $27M | ﹤0.01% |
543,862
+25,436
| +5% | +$1.26M |
|
1837
ArcBest
ARCB
$1.56B
| $26.9M | ﹤0.01% |
462,902
+270,233
| +140% | +$15.7M |
|
1838
WESCO International
WCC
$10.3B
| $26.9M | ﹤0.01% |
261,883
+79,671
| +44% | +$8.19M |
|
1839
Interactive Brokers
IBKR
$28.6B
| $26.9M | ﹤0.01% |
1,636,052
+984,604
| +151% | +$16.2M |
|
1840
Columbia Emerging Markets Consumer ETF
ECON
$233M
| $26.9M | ﹤0.01% |
952,472
+18,085
| +2% | +$510K |
|
1841
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.42B
| $26.8M | ﹤0.01% |
294,118
+38,908
| +15% | +$3.55M |
|
1842
Tactile Systems Technology
TCMD
$316M
| $26.8M | ﹤0.01% |
515,592
+99,027
| +24% | +$5.15M |
|
1843
Amplify Transformational Data Sharing ETF
BLOK
$1.33B
| $26.8M | ﹤0.01% |
562,018
+538,456
| +2,285% | +$25.7M |
|
1844
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $26.8M | ﹤0.01% |
880,990
+106,978
| +14% | +$3.25M |
|
1845
Rapid7
RPD
$1.35B
| $26.8M | ﹤0.01% |
282,742
+183,007
| +183% | +$17.3M |
|
1846
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$700M
| $26.8M | ﹤0.01% |
777,544
+571,667
| +278% | +$19.7M |
|
1847
Lyell Immunopharma
LYEL
$253M
| $26.7M | ﹤0.01% |
+82,342
| New | +$26.7M |
|
|
AIRC
1848
DELISTED
Apartment Income REIT Corp.
AIRC
| $26.7M | ﹤0.01% |
563,816
+209,486
| +59% | +$9.94M |
|
1849
RB Global
RBA
$21.3B
| $26.7M | ﹤0.01% |
450,902
-814,840
| -64% | -$48.3M |
|
1850
Pan American Silver
PAAS
$15.8B
| $26.7M | ﹤0.01% |
933,266
+196,796
| +27% | +$5.62M |
|