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 | |
|---|---|---|---|---|---|---|
2251
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.79B
| $17.4M | ﹤0.01% |
826,110
+114,203
| +16% | +$2.41M |
|
2252
SPDR MSCI USA Gender Diversity ETF
SHE
$275M
| $17.4M | ﹤0.01% |
188,726
-52,481
| -22% | -$4.84M |
|
2253
John Hancock Multifactor Developed International ETF
JHMD
$772M
| $17.4M | ﹤0.01% |
549,946
+38,815
| +8% | +$1.23M |
|
2254
Stagwell
STGW
$1.37B
| $17.4M | ﹤0.01% |
2,400,777
-639,362
| -21% | -$4.63M |
|
|
NEWR
2255
DELISTED
New Relic, Inc.
NEWR
| $17.4M | ﹤0.01% |
259,433
-41,453
| -14% | -$2.77M |
|
2256
MINISO
MNSO
$7.54B
| $17.4M | ﹤0.01% |
2,224,325
+96,892
| +5% | +$756K |
|
|
CS
2257
DELISTED
Credit Suisse Group
CS
| $17.3M | ﹤0.01% |
2,207,792
+567,457
| +35% | +$4.45M |
|
2258
Columbia Banking Systems
COLB
$7.91B
| $17.3M | ﹤0.01% |
536,253
-172,936
| -24% | -$5.58M |
|
2259
Columbia Emerging Markets Consumer ETF
ECON
$233M
| $17.3M | ﹤0.01% |
819,708
-129,391
| -14% | -$2.73M |
|
2260
Comstock Resources
CRK
$4.95B
| $17.3M | ﹤0.01% |
1,323,776
-2,115,558
| -62% | -$27.6M |
|
2261
EnerSys
ENS
$4.14B
| $17.3M | ﹤0.01% |
231,397
+64,149
| +38% | +$4.78M |
|
|
TCN
2262
DELISTED
Tricon Residential Inc.
TCN
| $17.2M | ﹤0.01% |
1,086,329
+96,888
| +10% | +$1.54M |
|
2263
Badger Meter
BMI
$5.18B
| $17.2M | ﹤0.01% |
172,842
+11,403
| +7% | +$1.14M |
|
2264
ProShares Short Russell2000
RWM
$141M
| $17.2M | ﹤0.01% |
778,712
+554,761
| +248% | +$12.3M |
|
2265
Soho House & Co
SHCO
$1.73B
| $17.2M | ﹤0.01% |
2,216,639
-249,963
| -10% | -$1.94M |
|
2266
Arcosa
ACA
$4.67B
| $17.2M | ﹤0.01% |
300,237
-49,368
| -14% | -$2.83M |
|
2267
Casella Waste Systems
CWST
$5.54B
| $17.2M | ﹤0.01% |
195,888
-9,737
| -5% | -$853K |
|
|
BZUN
2268
Baozun
BZUN
$256M
| $17.2M | ﹤0.01% |
2,000,190
-95,052
| -5% | -$816K |
|
|
XHR
2269
Xenia Hotels & Resorts
XHR
$1.4B
| $17.1M | ﹤0.01% |
889,095
-102,190
| -10% | -$1.97M |
|
2270
Brookfield Renewable
BEPC
$6.07B
| $17.1M | ﹤0.01% |
390,396
-84,237
| -18% | -$3.69M |
|
|
CHI
2271
Calamos Convertible Opportunities and Income Fund
CHI
$848M
| $17.1M | ﹤0.01% |
1,293,697
-75,676
| -6% | -$1,000K |
|
|
DADA
2272
DELISTED
Dada Nexus
DADA
| $17.1M | ﹤0.01% |
1,869,594
+1,608,971
| +617% | +$14.7M |
|
2273
Extreme Networks
EXTR
$2.97B
| $17.1M | ﹤0.01% |
1,397,535
+112,386
| +9% | +$1.37M |
|
|
EXE
2274
Expand Energy Corp
EXE
$23B
| $17M | ﹤0.01% |
195,709
-14,544
| -7% | -$1.27M |
|
2275
LGI Homes
LGIH
$1.27B
| $17M | ﹤0.01% |
174,279
-155,082
| -47% | -$15.1M |
|