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 | |
|---|---|---|---|---|---|---|
|
PSTH
1926
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
| $24.6M | ﹤0.01% |
1,081,153
-401,251
| -27% | -$9.13M |
|
1927
Invesco Dorsey Wright Energy Momentum ETF
PXI
$43.4M
| $24.6M | ﹤0.01% |
803,038
+281,097
| +54% | +$8.6M |
|
1928
First Majestic Silver
AG
$5.93B
| $24.5M | ﹤0.01% |
1,551,886
+101,662
| +7% | +$1.61M |
|
1929
Constellium
CSTM
$2.13B
| $24.5M | ﹤0.01% |
1,294,381
-713,158
| -36% | -$13.5M |
|
1930
Repligen
RGEN
$7.09B
| $24.5M | ﹤0.01% |
122,884
+7,063
| +6% | +$1.41M |
|
1931
Manhattan Associates
MANH
$13B
| $24.5M | ﹤0.01% |
169,298
-20,567
| -11% | -$2.98M |
|
1932
Century Aluminum
CENX
$2.55B
| $24.5M | ﹤0.01% |
1,899,790
+1,565,359
| +468% | +$20.2M |
|
1933
AMN Healthcare
AMN
$733M
| $24.5M | ﹤0.01% |
252,327
-22,392
| -8% | -$2.17M |
|
1934
Helen of Troy
HELE
$511M
| $24.4M | ﹤0.01% |
107,173
+10,397
| +11% | +$2.37M |
|
|
MMD
1935
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$285M
| $24.4M | ﹤0.01% |
1,093,831
+12,484
| +1% | +$279K |
|
1936
Anika Therapeutics
ANIK
$135M
| $24.4M | ﹤0.01% |
564,212
-89,421
| -14% | -$3.87M |
|
1937
Morningstar
MORN
$9.87B
| $24.4M | ﹤0.01% |
94,944
+26,780
| +39% | +$6.89M |
|
1938
MillerKnoll
MLKN
$1.36B
| $24.4M | ﹤0.01% |
517,768
+479,274
| +1,245% | +$22.6M |
|
1939
Neogen
NEOG
$1.25B
| $24.4M | ﹤0.01% |
529,834
+314,734
| +146% | +$14.5M |
|
|
LOGC
1940
DELISTED
ContextLogic
LOGC
| $24.4M | ﹤0.01% |
61,693
-163,081
| -73% | -$64.4M |
|
1941
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.47B
| $24.4M | ﹤0.01% |
452,986
+21,152
| +5% | +$1.14M |
|
1942
Kulicke & Soffa
KLIC
$2.24B
| $24.3M | ﹤0.01% |
397,499
+31,016
| +8% | +$1.9M |
|
1943
Brinker International
EAT
$6.17B
| $24.3M | ﹤0.01% |
393,270
+203,992
| +108% | +$12.6M |
|
1944
Steelcase
SCS
$1.94B
| $24.3M | ﹤0.01% |
1,608,779
+346,540
| +27% | +$5.24M |
|
|
NOVA
1945
DELISTED
Sunnova Energy
NOVA
| $24.3M | ﹤0.01% |
645,284
+231,784
| +56% | +$8.73M |
|
1946
Murphy Oil
MUR
$3.87B
| $24.3M | ﹤0.01% |
1,041,717
+193,392
| +23% | +$4.5M |
|
|
JPS
1947
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
| $24.2M | ﹤0.01% |
2,432,946
+53,924
| +2% | +$537K |
|
1948
Landstar System
LSTR
$4.2B
| $24.2M | ﹤0.01% |
153,214
+40,365
| +36% | +$6.38M |
|
1949
Core Laboratories
CLB
$569M
| $24.2M | ﹤0.01% |
620,718
+472,415
| +319% | +$18.4M |
|
|
SIX
1950
DELISTED
Six Flags Entertainment Corp.
SIX
| $24.2M | ﹤0.01% |
557,993
+109,682
| +24% | +$4.75M |
|