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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Dana Inc
DAN
$2.76B
| $26.4M | ﹤0.01% |
1,502,836
+790,755
| +111% | +$13.9M |
|
1827
Nuveen Municipal Credit Income Fund
NZF
$2.41B
| $26.4M | ﹤0.01% |
1,806,974
+335,453
| +23% | +$4.9M |
|
|
IMAB
1828
I-MAB
IMAB
$334M
| $26.4M | ﹤0.01% |
1,624,408
+166,052
| +11% | +$2.7M |
|
1829
Global Ship Lease
GSL
$1.14B
| $26.4M | ﹤0.01% |
925,251
+87,996
| +11% | +$2.51M |
|
1830
Global X FinTech ETF
FINX
$300M
| $26.3M | ﹤0.01% |
820,501
-375,545
| -31% | -$12M |
|
|
LAC
1831
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $26.2M | ﹤0.01% |
681,984
-80,004
| -10% | -$3.08M |
|
1832
Fulcrum Therapeutics
FULC
$379M
| $26.2M | ﹤0.01% |
1,108,424
+1,018,874
| +1,138% | +$24.1M |
|
1833
Eventbrite
EB
$262M
| $26.2M | ﹤0.01% |
1,774,822
+159,848
| +10% | +$2.36M |
|
1834
Emcor
EME
$28.2B
| $26.2M | ﹤0.01% |
232,582
+91,869
| +65% | +$10.3M |
|
1835
iShares MSCI Chile ETF
ECH
$713M
| $26.1M | ﹤0.01% |
899,430
+54,254
| +6% | +$1.58M |
|
1836
BlackRock MuniYield Quality Fund
MQY
$841M
| $26.1M | ﹤0.01% |
1,895,716
+37,278
| +2% | +$514K |
|
1837
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$464M
| $26.1M | ﹤0.01% |
431,990
+329,232
| +320% | +$19.9M |
|
1838
IQ ARB Merger Arbitrage ETF
MNA
$256M
| $26.1M | ﹤0.01% |
817,502
-13,013
| -2% | -$416K |
|
1839
Cambria Shareholder Yield ETF
SYLD
$937M
| $26.1M | ﹤0.01% |
408,510
+64,563
| +19% | +$4.13M |
|
1840
Hess Midstream
HESM
$5.15B
| $26.1M | ﹤0.01% |
869,542
+249,900
| +40% | +$7.5M |
|
1841
Harley-Davidson
HOG
$3.63B
| $26M | ﹤0.01% |
659,973
+88,868
| +16% | +$3.5M |
|
1842
Houlihan Lokey
HLI
$14.4B
| $26M | ﹤0.01% |
296,055
+99,188
| +50% | +$8.71M |
|
1843
Arbor Realty Trust
ABR
$2.25B
| $26M | ﹤0.01% |
1,522,194
-49,383
| -3% | -$842K |
|
1844
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$114M
| $26M | ﹤0.01% |
708,126
+22,447
| +3% | +$823K |
|
1845
MasTec
MTZ
$15B
| $26M | ﹤0.01% |
297,964
-25,203
| -8% | -$2.2M |
|
1846
Protolabs
PRLB
$1.18B
| $25.9M | ﹤0.01% |
490,003
-152,012
| -24% | -$8.04M |
|
1847
HUB Group
HUBG
$2.2B
| $25.9M | ﹤0.01% |
670,220
-192,272
| -22% | -$7.42M |
|
1848
Icahn Enterprises
IEP
$4.67B
| $25.9M | ﹤0.01% |
497,883
-83,343
| -14% | -$4.33M |
|
|
ITOS
1849
DELISTED
iTeos Therapeutics
ITOS
| $25.8M | ﹤0.01% |
802,370
+638,371
| +389% | +$20.5M |
|
1850
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.28B
| $25.7M | ﹤0.01% |
607,763
-195,948
| -24% | -$8.3M |
|