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 |
Altria Group
MO
|
+$451M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
+$270M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$245M |
| 4 |
Morgan Stanley Direct Lending Fund
MSDL
|
+$210M |
| 5 |
Infosys
INFY
|
+$123M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$52.9B |
| 2 |
Apple
AAPL
|
+$36.7B |
| 3 |
NVIDIA
NVDA
|
+$29.1B |
| 4 |
Amazon
AMZN
|
+$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
+$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
InMode
INMD
$939M
| $39.4M | ﹤0.01% |
1,824,791
-363,809
| -17% | -$7.86M |
|
1977
Frontier Communications
FYBR
$9.37B
| $39.4M | ﹤0.01% |
1,609,505
-1,244,745
| -44% | -$30.5M |
|
|
JKS
1978
JinkoSolar
JKS
$1.36B
| $39.4M | ﹤0.01% |
1,563,070
-3,399,666
| -69% | -$85.6M |
|
1979
Avantis International Equity ETF
AVDE
$9.05B
| $39.3M | ﹤0.01% |
616,969
-399,297
| -39% | -$25.5M |
|
1980
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
| $39.3M | ﹤0.01% |
606,574
-582,798
| -49% | -$37.7M |
|
1981
Avidity Biosciences
RNA
$5.17B
| $39.2M | ﹤0.01% |
1,537,296
-1,444,190
| -48% | -$36.9M |
|
1982
Coca-Cola Consolidated
COKE
$10.6B
| $39.2M | ﹤0.01% |
463,230
-437,690
| -49% | -$37M |
|
1983
Freshpet
FRPT
$2.56B
| $39.2M | ﹤0.01% |
338,357
-87,993
| -21% | -$10.2M |
|
1984
Aegon
AEG
$12.4B
| $39.2M | ﹤0.01% |
6,478,501
-6,029,177
| -48% | -$36.5M |
|
1985
Riot Platforms
RIOT
$6.17B
| $39.2M | ﹤0.01% |
3,199,326
-7,104,376
| -69% | -$87M |
|
1986
Smith & Nephew
SNN
$16.2B
| $39.1M | ﹤0.01% |
1,543,473
-2,360,229
| -60% | -$59.9M |
|
1987
CorVel
CRVL
$4.25B
| $39.1M | ﹤0.01% |
446,202
-560,832
| -56% | -$49.2M |
|
1988
Bankunited
BKU
$2.88B
| $39.1M | ﹤0.01% |
1,395,501
-1,495,639
| -52% | -$41.9M |
|
1989
SPDR Portfolio Europe ETF
SPEU
$704M
| $39.1M | ﹤0.01% |
928,391
-898,409
| -49% | -$37.8M |
|
1990
Hudbay
HBM
$5.5B
| $39M | ﹤0.01% |
5,578,402
+840,094
| +18% | +$5.88M |
|
1991
Alamos Gold
AGI
$14.1B
| $39M | ﹤0.01% |
2,644,132
-2,807,554
| -51% | -$41.4M |
|
1992
Krystal Biotech
KRYS
$4.51B
| $38.9M | ﹤0.01% |
218,829
-420,613
| -66% | -$74.8M |
|
1993
Cathay General Bancorp
CATY
$3.37B
| $38.8M | ﹤0.01% |
1,026,945
-471,785
| -31% | -$17.8M |
|
1994
Nuveen ESG Large-Cap Value ETF
NULV
$1.78B
| $38.8M | ﹤0.01% |
999,717
-831,527
| -45% | -$32.3M |
|
|
CPE
1995
DELISTED
Callon Petroleum Company
CPE
| $38.8M | ﹤0.01% |
1,086,123
-393,337
| -27% | -$14.1M |
|
1996
Planet Fitness
PLNT
$8.44B
| $38.8M | ﹤0.01% |
619,836
-4,630
| -0.7% | -$290K |
|
|
JWN
1997
DELISTED
Nordstrom
JWN
| $38.8M | ﹤0.01% |
1,913,380
-2,116,686
| -53% | -$42.9M |
|
1998
Credicorp
BAP
$21.1B
| $38.8M | ﹤0.01% |
228,732
-453,510
| -66% | -$76.8M |
|
1999
Nomad Foods
NOMD
$2.05B
| $38.7M | ﹤0.01% |
1,981,058
-3,501,804
| -64% | -$68.5M |
|
2000
Cirrus Logic
CRUS
$5.98B
| $38.7M | ﹤0.01% |
418,381
-426,307
| -50% | -$39.5M |
|