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
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NML
2226
Neuberger Berman Energy Infrastructure and Income Fund
NML
$488M
| $34.4M | ﹤0.01% |
4,190,582
-576,262
| -12% | -$4.73M |
|
2227
Newmark Group
NMRK
$3.39B
| $34.3M | ﹤0.01% |
2,210,741
+117,263
| +6% | +$1.82M |
|
2228
Dynavax Technologies
DVAX
$1.1B
| $34.3M | ﹤0.01% |
3,076,850
+83,352
| +3% | +$929K |
|
2229
Organogenesis Holdings
ORGO
$629M
| $34.2M | ﹤0.01% |
11,969,734
+393,675
| +3% | +$1.13M |
|
2230
Resideo Technologies
REZI
$5.79B
| $34.2M | ﹤0.01% |
1,697,989
+294,555
| +21% | +$5.93M |
|
2231
StoneX
SNEX
$4.94B
| $34.1M | ﹤0.01% |
624,432
-3,548
| -0.6% | -$194K |
|
|
HEES
2232
DELISTED
H&E Equipment Services
HEES
| $34.1M | ﹤0.01% |
699,666
+266,094
| +61% | +$13M |
|
2233
Stock Yards Bancorp
SYBT
$2.24B
| $34.1M | ﹤0.01% |
549,347
+71,470
| +15% | +$4.43M |
|
2234
Simmons First National
SFNC
$2.89B
| $34M | ﹤0.01% |
1,580,339
+53,835
| +4% | +$1.16M |
|
2235
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$691M
| $34M | ﹤0.01% |
366,462
+4,079
| +1% | +$379K |
|
2236
Seadrill
SDRL
$2.05B
| $34M | ﹤0.01% |
856,372
-298,732
| -26% | -$11.9M |
|
2237
Harmony Biosciences
HRMY
$1.86B
| $34M | ﹤0.01% |
850,678
+14,567
| +2% | +$583K |
|
2238
TEGNA Inc
TGNA
$3.39B
| $34M | ﹤0.01% |
2,155,473
+645,969
| +43% | +$10.2M |
|
2239
Crinetics Pharmaceuticals
CRNX
$3.18B
| $34M | ﹤0.01% |
665,599
-173,026
| -21% | -$8.84M |
|
2240
ROBO Global Robotics & Automation Index ETF
ROBO
$1.14B
| $34M | ﹤0.01% |
595,609
-187,258
| -24% | -$10.7M |
|
2241
iShares MSCI Switzerland ETF
EWL
$1.32B
| $34M | ﹤0.01% |
651,994
+10,348
| +2% | +$539K |
|
2242
Phinia Inc
PHIN
$2.24B
| $33.9M | ﹤0.01% |
737,561
-230,271
| -24% | -$10.6M |
|
2243
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.55B
| $33.9M | ﹤0.01% |
667,559
+212,228
| +47% | +$10.8M |
|
2244
Rocket Companies
RKT
$43.7B
| $33.9M | ﹤0.01% |
1,767,304
+357,192
| +25% | +$6.85M |
|
2245
Riot Platforms
RIOT
$6.48B
| $33.9M | ﹤0.01% |
4,564,473
+1,524,384
| +50% | +$11.3M |
|
2246
Sabre
SABR
$734M
| $33.8M | ﹤0.01% |
9,218,576
+2,807,143
| +44% | +$10.3M |
|
2247
ACV Auctions
ACVA
$1.73B
| $33.8M | ﹤0.01% |
1,663,879
+1,043,498
| +168% | +$21.2M |
|
2248
Rush Enterprises Class A
RUSHA
$4.35B
| $33.8M | ﹤0.01% |
640,129
+158,683
| +33% | +$8.38M |
|
2249
Civitas Resources
CIVI
$3.11B
| $33.8M | ﹤0.01% |
666,927
-701,219
| -51% | -$35.5M |
|
2250
Tactile Systems Technology
TCMD
$301M
| $33.8M | ﹤0.01% |
2,310,904
+408,980
| +22% | +$5.98M |
|