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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Urban Edge Properties
UE
$2.58B
| $26.2M | ﹤0.01% |
1,714,640
+761,771
| +80% | +$11.6M |
|
2177
Liberty Energy
LBRT
$1.76B
| $26.1M | ﹤0.01% |
1,410,102
-586,924
| -29% | -$10.9M |
|
2178
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.48B
| $26.1M | ﹤0.01% |
584,972
+347,250
| +146% | +$15.5M |
|
2179
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $26M | ﹤0.01% |
1,091,788
+17,580
| +2% | +$419K |
|
2180
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.91B
| $26M | ﹤0.01% |
1,187,459
+135,244
| +13% | +$2.96M |
|
2181
Maximus
MMS
$4.99B
| $26M | ﹤0.01% |
348,093
-63,077
| -15% | -$4.71M |
|
2182
Otter Tail
OTTR
$3.47B
| $26M | ﹤0.01% |
342,349
+8,150
| +2% | +$619K |
|
2183
Joby Aviation
JOBY
$12.1B
| $25.9M | ﹤0.01% |
4,022,429
+971,344
| +32% | +$6.27M |
|
2184
Seadrill
SDRL
$2.1B
| $25.9M | ﹤0.01% |
578,899
+502,718
| +660% | +$22.5M |
|
2185
Kiniksa Pharmaceuticals
KNSA
$2.63B
| $25.9M | ﹤0.01% |
1,491,489
+182,746
| +14% | +$3.17M |
|
2186
Post Holdings
POST
$5.59B
| $25.9M | ﹤0.01% |
301,906
+2,020
| +0.7% | +$173K |
|
2187
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$1.1B
| $25.8M | ﹤0.01% |
317,719
-60,609
| -16% | -$4.93M |
|
2188
Air Lease Corp
AL
$7.1B
| $25.8M | ﹤0.01% |
655,101
-42,089
| -6% | -$1.66M |
|
2189
Invesco DB Agriculture Fund
DBA
$805M
| $25.8M | ﹤0.01% |
1,205,283
-90,952
| -7% | -$1.95M |
|
2190
FIVE9
FIVN
$2B
| $25.8M | ﹤0.01% |
401,293
+96,038
| +31% | +$6.18M |
|
2191
Shutterstock
SSTK
$764M
| $25.8M | ﹤0.01% |
678,078
-83,554
| -11% | -$3.18M |
|
2192
MYR Group
MYRG
$2.75B
| $25.8M | ﹤0.01% |
191,450
+13,076
| +7% | +$1.76M |
|
2193
Gates Industrial
GTES
$6.49B
| $25.8M | ﹤0.01% |
2,220,296
+1,518,793
| +217% | +$17.6M |
|
2194
Aehr Test Systems
AEHR
$849M
| $25.7M | ﹤0.01% |
562,332
+125,075
| +29% | +$5.72M |
|
2195
Amphastar Pharmaceuticals
AMPH
$1.25B
| $25.7M | ﹤0.01% |
558,209
-8,606
| -2% | -$396K |
|
2196
Nordic American Tanker
NAT
$701M
| $25.7M | ﹤0.01% |
6,231,068
+78,945
| +1% | +$325K |
|
2197
Glacier Bancorp
GBCI
$5.72B
| $25.6M | ﹤0.01% |
899,454
+105,901
| +13% | +$3.02M |
|
2198
Mesa Laboratories
MLAB
$358M
| $25.6M | ﹤0.01% |
243,353
-7,249
| -3% | -$762K |
|
2199
Invesco Short Term Treasury ETF
TBLL
$2.2B
| $25.6M | ﹤0.01% |
242,271
+2,374
| +1% | +$250K |
|
2200
Harrow
HROW
$1.6B
| $25.5M | ﹤0.01% |
1,777,661
+8,364
| +0.5% | +$120K |
|