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 | |
|---|---|---|---|---|---|---|
2426
Invesco S&P SmallCap Energy ETF
PSCE
$57.7M
| $14.8M | ﹤0.01% |
295,762
+109,257
| +59% | +$5.47M |
|
2427
Installed Building Products
IBP
$7.04B
| $14.8M | ﹤0.01% |
175,066
+6,138
| +4% | +$519K |
|
2428
AdvanSix
ASIX
$548M
| $14.8M | ﹤0.01% |
289,142
-46,852
| -14% | -$2.39M |
|
2429
Hilton Grand Vacations
HGV
$3.92B
| $14.8M | ﹤0.01% |
283,888
+120,112
| +73% | +$6.25M |
|
2430
Sana Biotechnology
SANA
$795M
| $14.8M | ﹤0.01% |
1,785,893
+1,055,116
| +144% | +$8.72M |
|
2431
Alarm.com
ALRM
$2.76B
| $14.7M | ﹤0.01% |
221,400
+14,436
| +7% | +$959K |
|
2432
SLM Corp
SLM
$5.93B
| $14.7M | ﹤0.01% |
801,261
-62,459
| -7% | -$1.15M |
|
2433
Mirion Technologies
MIR
$5.63B
| $14.6M | ﹤0.01% |
1,813,674
+107,716
| +6% | +$869K |
|
2434
TransAlta
TAC
$4.04B
| $14.6M | ﹤0.01% |
1,411,159
+428,850
| +44% | +$4.44M |
|
2435
CarParts.com
PRTS
$41M
| $14.6M | ﹤0.01% |
2,181,222
+48,253
| +2% | +$323K |
|
|
TGH
2436
DELISTED
Textainer Group Holdings limited
TGH
| $14.6M | ﹤0.01% |
382,946
+27,471
| +8% | +$1.05M |
|
2437
Myriad Genetics
MYGN
$723M
| $14.6M | ﹤0.01% |
577,848
+120,611
| +26% | +$3.04M |
|
|
CGC
2438
Canopy Growth
CGC
$427M
| $14.6M | ﹤0.01% |
192,011
+31,372
| +20% | +$2.38M |
|
2439
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$246M
| $14.5M | ﹤0.01% |
429,620
+54,585
| +15% | +$1.85M |
|
2440
Eldorado Gold
EGO
$5.67B
| $14.5M | ﹤0.01% |
1,296,744
+537,320
| +71% | +$6.02M |
|
|
TYG
2441
Tortoise Energy Infrastructure Corp
TYG
$729M
| $14.5M | ﹤0.01% |
420,544
-4,437
| -1% | -$153K |
|
|
FIF
2442
DELISTED
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
| $14.5M | ﹤0.01% |
953,851
-61,152
| -6% | -$931K |
|
2443
Axcelis
ACLS
$3.01B
| $14.5M | ﹤0.01% |
192,282
-44,000
| -19% | -$3.32M |
|
2444
Futu Holdings
FUTU
$24.8B
| $14.5M | ﹤0.01% |
445,957
-295,741
| -40% | -$9.63M |
|
|
ZUO
2445
DELISTED
Zuora, Inc.
ZUO
| $14.5M | ﹤0.01% |
967,333
+131,093
| +16% | +$1.96M |
|
|
IFN
2446
India Fund
IFN
$601M
| $14.4M | ﹤0.01% |
748,117
-487,911
| -39% | -$9.42M |
|
2447
Full Truck Alliance
YMM
$14.2B
| $14.4M | ﹤0.01% |
2,165,177
-888,074
| -29% | -$5.92M |
|
|
MYC
2448
DELISTED
Blackrock Muni Yield California Fund, Inc.
MYC
| $14.4M | ﹤0.01% |
1,108,282
+31,185
| +3% | +$406K |
|
2449
SK Telecom
SKM
$8.39B
| $14.4M | ﹤0.01% |
562,435
+110,342
| +24% | +$2.83M |
|
2450
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
| $14.4M | ﹤0.01% |
486,184
-61,580
| -11% | -$1.83M |
|