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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2326
Dynatrace
DT
$14.6B
| $16.9M | ﹤0.01% |
289,785
+134,032
| +86% | +$7.83M |
|
2327
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$55.4M
| $16.9M | ﹤0.01% |
192,301
+160,128
| +498% | +$14.1M |
|
2328
Sana Biotechnology
SANA
$787M
| $16.9M | ﹤0.01% |
859,308
+43,788
| +5% | +$861K |
|
|
STKL
2329
SunOpta
STKL
$732M
| $16.9M | ﹤0.01% |
1,379,570
-50,022
| -3% | -$612K |
|
2330
Envista
NVST
$3.48B
| $16.9M | ﹤0.01% |
390,428
+280,256
| +254% | +$12.1M |
|
2331
iShares New York Muni Bond ETF
NYF
$929M
| $16.9M | ﹤0.01% |
288,527
+69,476
| +32% | +$4.06M |
|
2332
ABM Industries
ABM
$2.76B
| $16.9M | ﹤0.01% |
380,239
+164,051
| +76% | +$7.28M |
|
2333
Casella Waste Systems
CWST
$5.56B
| $16.9M | ﹤0.01% |
265,829
+194,106
| +271% | +$12.3M |
|
2334
CNX Resources
CNX
$4.15B
| $16.8M | ﹤0.01% |
1,232,818
+649,823
| +111% | +$8.88M |
|
2335
Owens & Minor
OMI
$412M
| $16.8M | ﹤0.01% |
397,821
+186,210
| +88% | +$7.88M |
|
2336
First American
FAF
$6.7B
| $16.8M | ﹤0.01% |
269,805
-111,460
| -29% | -$6.95M |
|
|
EPZM
2337
DELISTED
Epizyme, Inc
EPZM
| $16.8M | ﹤0.01% |
2,023,752
+144,711
| +8% | +$1.2M |
|
2338
Black Hills Corp
BKH
$4.29B
| $16.8M | ﹤0.01% |
256,204
+141,881
| +124% | +$9.31M |
|
2339
Boise Cascade
BCC
$2.95B
| $16.8M | ﹤0.01% |
288,166
+67,416
| +31% | +$3.93M |
|
2340
KBR
KBR
$6.24B
| $16.8M | ﹤0.01% |
440,346
+266,165
| +153% | +$10.2M |
|
2341
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $16.8M | ﹤0.01% |
286,459
+157,540
| +122% | +$9.23M |
|
2342
Global X Cloud Computing ETF
CLOU
$316M
| $16.8M | ﹤0.01% |
587,266
+176,589
| +43% | +$5.04M |
|
2343
Outset Medical
OM
$253M
| $16.8M | ﹤0.01% |
22,347
+4,788
| +27% | +$3.59M |
|
2344
CareTrust REIT
CTRE
$7.56B
| $16.7M | ﹤0.01% |
720,863
+307,505
| +74% | +$7.14M |
|
2345
Vanguard Russell 3000 ETF
VTHR
$3.65B
| $16.7M | ﹤0.01% |
84,091
-4,251
| -5% | -$846K |
|
2346
Shoals Technologies Group
SHLS
$1.2B
| $16.7M | ﹤0.01% |
471,604
+440,430
| +1,413% | +$15.6M |
|
2347
Herbalife
HLF
$955M
| $16.7M | ﹤0.01% |
317,348
+70,957
| +29% | +$3.74M |
|
2348
BlackRock Income Trust
BKT
$278M
| $16.7M | ﹤0.01% |
879,241
+44,865
| +5% | +$853K |
|
2349
Revolution Medicines
RVMD
$8.33B
| $16.7M | ﹤0.01% |
526,418
+367,073
| +230% | +$11.7M |
|
|
OLK
2350
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $16.7M | ﹤0.01% |
485,317
-17,037
| -3% | -$586K |
|