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
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Driven Brands
DRVN
$3B
| $64.7M | ﹤0.01% |
4,538,726
+3,890,736
| +600% | +$55.5M |
|
2177
Nurix Therapeutics
NRIX
$691M
| $64.7M | ﹤0.01% |
6,270,074
+6,016,661
| +2,374% | +$62.1M |
|
2178
Global X S&P 500 Catholic Values ETF
CATH
$1.06B
| $64.7M | ﹤0.01% |
1,115,634
+533,401
| +92% | +$30.9M |
|
2179
Enpro
NPO
$4.64B
| $64.7M | ﹤0.01% |
412,656
+240,038
| +139% | +$37.6M |
|
2180
Air Lease Corp
AL
$7.1B
| $64.4M | ﹤0.01% |
1,534,678
+879,577
| +134% | +$36.9M |
|
2181
Dycom Industries
DY
$7.47B
| $64.3M | ﹤0.01% |
559,122
+298,903
| +115% | +$34.4M |
|
2182
NatWest
NWG
$58.2B
| $64.2M | ﹤0.01% |
11,411,758
+6,297,542
| +123% | +$35.5M |
|
|
AYX
2183
DELISTED
Alteryx, Inc.
AYX
| $64.2M | ﹤0.01% |
1,361,300
+474,981
| +54% | +$22.4M |
|
|
HPP
2184
Hudson Pacific Properties
HPP
$1.11B
| $64.1M | ﹤0.01% |
6,889,178
+2,610,443
| +61% | +$24.3M |
|
2185
Cal-Maine
CALM
$5.37B
| $64.1M | ﹤0.01% |
1,117,538
+464,088
| +71% | +$26.6M |
|
2186
ESAB
ESAB
$6.69B
| $64.1M | ﹤0.01% |
740,410
+390,978
| +112% | +$33.9M |
|
|
CERE
2187
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $64.1M | ﹤0.01% |
1,511,904
+1,428,265
| +1,708% | +$60.6M |
|
2188
BlackRock Municipal 2030 Target Term Trust
BTT
$1.48B
| $64M | ﹤0.01% |
3,079,146
+1,305,773
| +74% | +$27.2M |
|
|
IBTX
2189
DELISTED
Independent Bank Group, Inc.
IBTX
| $64M | ﹤0.01% |
1,258,706
+765,193
| +155% | +$38.9M |
|
2190
Celcuity
CELC
$2.33B
| $64M | ﹤0.01% |
4,390,358
+2,422,582
| +123% | +$35.3M |
|
2191
Evertec
EVTC
$2.14B
| $63.9M | ﹤0.01% |
1,561,470
+677,510
| +77% | +$27.7M |
|
2192
CSG Systems International
CSGS
$1.86B
| $63.9M | ﹤0.01% |
1,200,350
+743,196
| +163% | +$39.5M |
|
|
ASGI
2193
abrdn Global Infrastructure Income Fund
ASGI
$606M
| $63.9M | ﹤0.01% |
3,559,972
+1,578,082
| +80% | +$28.3M |
|
2194
LGI Homes
LGIH
$1.39B
| $63.8M | ﹤0.01% |
479,316
+274,926
| +135% | +$36.6M |
|
2195
Open Text
OTEX
$9.07B
| $63.8M | ﹤0.01% |
1,518,688
+676,937
| +80% | +$28.4M |
|
2196
First Trust Consumer Staples AlphaDEX Fund
FXG
$286M
| $63.8M | ﹤0.01% |
1,010,660
+247,608
| +32% | +$15.6M |
|
2197
SPDR S&P Health Care Equipment ETF
XHE
$153M
| $63.7M | ﹤0.01% |
756,382
+295,419
| +64% | +$24.9M |
|
2198
Ambev
ABEV
$35.9B
| $63.7M | ﹤0.01% |
22,742,518
+14,856,780
| +188% | +$41.6M |
|
2199
Crane NXT
CXT
$3.46B
| $63.7M | ﹤0.01% |
1,119,270
+550,639
| +97% | +$31.3M |
|
2200
NeoGenomics
NEO
$1.03B
| $63.6M | ﹤0.01% |
3,929,132
+1,933,684
| +97% | +$31.3M |
|