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
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Bombardier Recreational Products
DOOO
$4.7B
| $25.7M | ﹤0.01% |
292,776
-139,163
| -32% | -$12.2M |
|
1902
Editas Medicine
EDIT
$242M
| $25.7M | ﹤0.01% |
966,698
+53,650
| +6% | +$1.42M |
|
1903
Coca-Cola Europacific Partners
CCEP
$40.7B
| $25.6M | ﹤0.01% |
457,151
-617,801
| -57% | -$34.6M |
|
1904
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.07B
| $25.6M | ﹤0.01% |
892,946
-40,512
| -4% | -$1.16M |
|
1905
Full Truck Alliance
YMM
$14.2B
| $25.6M | ﹤0.01% |
3,053,251
+3,011,350
| +7,187% | +$25.2M |
|
1906
Nokia
NOK
$24.3B
| $25.6M | ﹤0.01% |
4,107,817
-151,345
| -4% | -$941K |
|
1907
Select Medical
SEM
$1.55B
| $25.5M | ﹤0.01% |
1,609,588
+823,424
| +105% | +$13M |
|
1908
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
| $25.3M | ﹤0.01% |
299,165
+51,611
| +21% | +$4.37M |
|
1909
Energizer
ENR
$2.02B
| $25.3M | ﹤0.01% |
631,907
-967
| -0.2% | -$38.8K |
|
1910
Riot Platforms
RIOT
$5.87B
| $25.3M | ﹤0.01% |
1,134,056
+399,897
| +54% | +$8.93M |
|
1911
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
| $25.3M | ﹤0.01% |
1,639,648
+46,335
| +3% | +$715K |
|
|
AMED
1912
DELISTED
Amedisys
AMED
| $25.3M | ﹤0.01% |
156,355
+22,446
| +17% | +$3.63M |
|
|
AIRC
1913
DELISTED
Apartment Income REIT Corp.
AIRC
| $25.3M | ﹤0.01% |
462,903
-17,150
| -4% | -$938K |
|
1914
Moelis & Co
MC
$5.54B
| $25.3M | ﹤0.01% |
404,796
+183,192
| +83% | +$11.5M |
|
1915
Wyndham Hotels & Resorts
WH
$6.55B
| $25.3M | ﹤0.01% |
282,191
-479,850
| -63% | -$43M |
|
|
LAND
1916
Gladstone Land Corp
LAND
$321M
| $25.3M | ﹤0.01% |
749,177
+336,490
| +82% | +$11.4M |
|
1917
SPDR S&P Transportation ETF
XTN
$146M
| $25.3M | ﹤0.01% |
267,827
+74
| +0% | +$6.98K |
|
1918
Nuveen Municipal Credit Income Fund
NZF
$2.41B
| $25.2M | ﹤0.01% |
1,471,521
+66,210
| +5% | +$1.13M |
|
1919
Main Street Capital
MAIN
$5.99B
| $25.2M | ﹤0.01% |
560,863
+46,764
| +9% | +$2.1M |
|
1920
Middlesex Water
MSEX
$971M
| $25.2M | ﹤0.01% |
209,080
-5,548
| -3% | -$667K |
|
1921
Itron
ITRI
$5.47B
| $25.1M | ﹤0.01% |
366,024
+53,774
| +17% | +$3.68M |
|
1922
Nuveen ESG Small-Cap ETF
NUSC
$1.19B
| $25M | ﹤0.01% |
596,226
+71,880
| +14% | +$3.02M |
|
|
HIO
1923
Western Asset High Income Opportunity Fund
HIO
$378M
| $25M | ﹤0.01% |
4,814,239
+94,026
| +2% | +$489K |
|
1924
iRobot
IRBT
$107M
| $25M | ﹤0.01% |
379,966
+98,145
| +35% | +$6.47M |
|
|
MMD
1925
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$290M
| $25M | ﹤0.01% |
1,149,082
+15,394
| +1% | +$335K |
|