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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Supernus Pharmaceuticals
SUPN
$2.51B
| $26.1M | ﹤0.01% |
730,443
+214,709
| +42% | +$7.66M |
|
2077
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$157M
| $26M | ﹤0.01% |
326,198
+89,205
| +38% | +$7.11M |
|
2078
Air Lease Corp
AL
$7.1B
| $26M | ﹤0.01% |
676,856
-47,910
| -7% | -$1.84M |
|
2079
Civitas Resources
CIVI
$2.99B
| $26M | ﹤0.01% |
448,868
+653
| +0.1% | +$37.8K |
|
2080
Cohen & Steers Duration Preferred & Income Fund
LDP
$633M
| $26M | ﹤0.01% |
1,366,760
+217,825
| +19% | +$4.14M |
|
2081
Amkor Technology
AMKR
$6.58B
| $26M | ﹤0.01% |
1,083,907
+30,961
| +3% | +$742K |
|
2082
Main Street Capital
MAIN
$5.88B
| $25.9M | ﹤0.01% |
702,270
+5,805
| +0.8% | +$214K |
|
2083
iShares Global Infrastructure ETF
IGF
$8.17B
| $25.9M | ﹤0.01% |
565,289
-48,759
| -8% | -$2.24M |
|
2084
Vertiv
VRT
$52.3B
| $25.9M | ﹤0.01% |
1,895,903
-518,573
| -21% | -$7.08M |
|
2085
Central Garden & Pet
CENT
$2.23B
| $25.9M | ﹤0.01% |
864,143
+724,798
| +520% | +$21.7M |
|
2086
Chefs' Warehouse
CHEF
$2.75B
| $25.9M | ﹤0.01% |
777,796
+521,220
| +203% | +$17.3M |
|
2087
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| $25.8M | ﹤0.01% |
357,241
+100,503
| +39% | +$7.26M |
|
2088
Fox Class B
FOX
$23.9B
| $25.8M | ﹤0.01% |
905,420
-491,637
| -35% | -$14M |
|
2089
TD Synnex
SNX
$12.2B
| $25.7M | ﹤0.01% |
271,841
+6,804
| +3% | +$644K |
|
2090
West Fraser Timber
WFG
$5.74B
| $25.7M | ﹤0.01% |
355,908
-349,236
| -50% | -$25.2M |
|
|
GRP.U
2091
Granite Real Estate Investment Trust
GRP.U
$3.32B
| $25.7M | ﹤0.01% |
504,396
+204,774
| +68% | +$10.4M |
|
2092
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.62B
| $25.7M | ﹤0.01% |
2,116,563
+550,607
| +35% | +$6.68M |
|
2093
STAAR Surgical
STAA
$1.35B
| $25.7M | ﹤0.01% |
528,700
-80,570
| -13% | -$3.91M |
|
2094
Select Medical
SEM
$1.52B
| $25.6M | ﹤0.01% |
1,916,600
-49,593
| -3% | -$663K |
|
2095
Travel + Leisure Co
TNL
$3.97B
| $25.6M | ﹤0.01% |
704,177
-32,901
| -4% | -$1.2M |
|
|
PDX
2096
PIMCO Dynamic Income Strategy Fund
PDX
$1.1B
| $25.6M | ﹤0.01% |
1,715,328
-92,498
| -5% | -$1.38M |
|
2097
Green Plains
GPRE
$630M
| $25.6M | ﹤0.01% |
839,501
-41,462
| -5% | -$1.26M |
|
2098
Schwab US Mid-Cap ETF
SCHM
$12.2B
| $25.6M | ﹤0.01% |
1,170,726
+18,225
| +2% | +$399K |
|
2099
monday.com
MNDY
$9.71B
| $25.5M | ﹤0.01% |
209,216
+141,425
| +209% | +$17.3M |
|
|
DOC
2100
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $25.5M | ﹤0.01% |
1,759,221
-331,712
| -16% | -$4.8M |
|