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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CHX
2051
DELISTED
ChampionX
CHX
| $24.6M | ﹤0.01% |
1,236,897
+859,376
| +228% | +$17.1M |
|
2052
Pearson
PSO
$9.06B
| $24.5M | ﹤0.01% |
2,660,200
+2,522,659
| +1,834% | +$23.3M |
|
2053
Protolabs
PRLB
$1.18B
| $24.5M | ﹤0.01% |
512,565
+22,562
| +5% | +$1.08M |
|
2054
Nomura Holdings
NMR
$22B
| $24.5M | ﹤0.01% |
6,846,864
+6,616,302
| +2,870% | +$23.7M |
|
2055
MKS Inc. Common Stock
MKSI
$8.02B
| $24.5M | ﹤0.01% |
238,683
+120,484
| +102% | +$12.4M |
|
2056
Urban Outfitters
URBN
$6.29B
| $24.5M | ﹤0.01% |
1,312,011
+746,321
| +132% | +$13.9M |
|
2057
Owens & Minor
OMI
$416M
| $24.5M | ﹤0.01% |
778,269
+410,539
| +112% | +$12.9M |
|
2058
Golar LNG
GLNG
$4.08B
| $24.5M | ﹤0.01% |
1,075,441
-1,490,905
| -58% | -$33.9M |
|
2059
Douglas Emmett
DEI
$2.7B
| $24.4M | ﹤0.01% |
1,091,332
+527,080
| +93% | +$11.8M |
|
2060
United Natural Foods
UNFI
$1.84B
| $24.4M | ﹤0.01% |
619,296
+228,709
| +59% | +$9.01M |
|
2061
Cohen & Steers Duration Preferred & Income Fund
LDP
$633M
| $24.4M | ﹤0.01% |
1,232,472
+129,768
| +12% | +$2.57M |
|
2062
Helen of Troy
HELE
$526M
| $24.4M | ﹤0.01% |
150,065
+109,485
| +270% | +$17.8M |
|
2063
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.78B
| $24.3M | ﹤0.01% |
472,626
+70,765
| +18% | +$3.64M |
|
2064
ASGN Inc
ASGN
$2.17B
| $24.3M | ﹤0.01% |
269,195
+169,599
| +170% | +$15.3M |
|
2065
Cambria Shareholder Yield ETF
SYLD
$931M
| $24.3M | ﹤0.01% |
446,115
+37,605
| +9% | +$2.05M |
|
2066
KB Home
KBH
$4.43B
| $24.2M | ﹤0.01% |
850,561
+414,583
| +95% | +$11.8M |
|
2067
National Vision
EYE
$1.97B
| $24.2M | ﹤0.01% |
880,122
+360,183
| +69% | +$9.91M |
|
2068
Nuveen Municipal Credit Income Fund
NZF
$2.39B
| $24.2M | ﹤0.01% |
1,923,936
+116,962
| +6% | +$1.47M |
|
2069
IQ ARB Merger Arbitrage ETF
MNA
$256M
| $24.2M | ﹤0.01% |
780,206
-37,296
| -5% | -$1.15M |
|
2070
WNS Holdings
WNS
$3.27B
| $24.1M | ﹤0.01% |
323,011
+71,951
| +29% | +$5.37M |
|
2071
Clear Secure
YOU
$3.54B
| $24.1M | ﹤0.01% |
1,205,049
+51,798
| +4% | +$1.04M |
|
2072
Installed Building Products
IBP
$7.02B
| $24.1M | ﹤0.01% |
289,695
+114,629
| +65% | +$9.53M |
|
2073
Clean Harbors
CLH
$12.7B
| $24.1M | ﹤0.01% |
274,522
+43,986
| +19% | +$3.86M |
|
2074
Haemonetics
HAE
$2.41B
| $24.1M | ﹤0.01% |
369,105
-72,850
| -16% | -$4.75M |
|
|
ATC
2075
DELISTED
Atotech Limited
ATC
| $24M | ﹤0.01% |
1,242,722
+832,183
| +203% | +$16.1M |
|