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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Celestica
CLS
$28.8B
| $17.9M | ﹤0.01% |
1,503,853
+28,126
| +2% | +$335K |
|
|
EFT
2227
Eaton Vance Floating-Rate Income Trust
EFT
$318M
| $17.9M | ﹤0.01% |
1,354,576
+196,782
| +17% | +$2.6M |
|
|
ZH
2228
Zhihu
ZH
$463M
| $17.8M | ﹤0.01% |
1,229,221
+1,214,429
| +8,210% | +$17.6M |
|
2229
StoneCo
STNE
$5.11B
| $17.8M | ﹤0.01% |
1,523,284
-1,144,605
| -43% | -$13.4M |
|
2230
PIMCO Corporate & Income Opportunity Fund
PTY
$2.76B
| $17.8M | ﹤0.01% |
1,160,164
+10,168
| +0.9% | +$156K |
|
|
GLQ
2231
Clough Global Equity Fund
GLQ
$143M
| $17.8M | ﹤0.01% |
1,517,199
+1,161,115
| +326% | +$13.6M |
|
2232
Ultragenyx Pharmaceutical
RARE
$2.81B
| $17.8M | ﹤0.01% |
244,739
+52,735
| +27% | +$3.83M |
|
2233
Ternium
TX
$6.8B
| $17.8M | ﹤0.01% |
389,043
-34,671
| -8% | -$1.58M |
|
2234
Pacific Biosciences
PACB
$378M
| $17.7M | ﹤0.01% |
1,948,642
+840,967
| +76% | +$7.65M |
|
2235
SPDR Portfolio High Yield Bond ETF
SPHY
$9.22B
| $17.7M | ﹤0.01% |
706,476
+197,186
| +39% | +$4.95M |
|
2236
MKS Inc
MKSI
$8.8B
| $17.7M | ﹤0.01% |
118,199
+53,740
| +83% | +$8.06M |
|
2237
Onto Innovation
ONTO
$6.35B
| $17.7M | ﹤0.01% |
204,043
-60,910
| -23% | -$5.29M |
|
2238
AeroVironment
AVAV
$14B
| $17.7M | ﹤0.01% |
188,234
-109,246
| -37% | -$10.3M |
|
2239
Semrush
SEMR
$1.12B
| $17.7M | ﹤0.01% |
1,480,984
+33,566
| +2% | +$401K |
|
|
PMT
2240
PennyMac Mortgage Investment
PMT
$1.05B
| $17.7M | ﹤0.01% |
1,046,161
-147,151
| -12% | -$2.49M |
|
|
EMO
2241
ClearBridge Energy Midstream Opportunity Fund
EMO
$832M
| $17.7M | ﹤0.01% |
626,342
+28,377
| +5% | +$800K |
|
2242
Global Partners
GLP
$1.67B
| $17.7M | ﹤0.01% |
647,361
+315,852
| +95% | +$8.61M |
|
|
SKX
2243
DELISTED
Skechers
SKX
| $17.6M | ﹤0.01% |
432,593
+173,663
| +67% | +$7.08M |
|
2244
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
| $17.6M | ﹤0.01% |
207,154
-9,487
| -4% | -$805K |
|
2245
Topgolf Callaway Brands
MODG
$1.71B
| $17.6M | ﹤0.01% |
749,680
-894,888
| -54% | -$21M |
|
2246
TPG
TPG
$9.45B
| $17.5M | ﹤0.01% |
+581,382
| New | +$17.5M |
|
2247
Vista Energy
VIST
$3.84B
| $17.5M | ﹤0.01% |
1,925,188
+312,541
| +19% | +$2.84M |
|
2248
Sturm, Ruger & Co
RGR
$640M
| $17.5M | ﹤0.01% |
251,069
+38,225
| +18% | +$2.66M |
|
|
AMRS
2249
DELISTED
Amyris Inc.
AMRS
| $17.5M | ﹤0.01% |
4,005,081
+1,000,422
| +33% | +$4.36M |
|
2250
TTM Technologies
TTMI
$5.47B
| $17.4M | ﹤0.01% |
1,176,294
-429,165
| -27% | -$6.36M |
|