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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2426
Reynolds Consumer Products
REYN
$4.87B
| $17.6M | ﹤0.01% |
646,749
+355,556
| +122% | +$9.7M |
|
2427
Kyndryl
KD
$7.29B
| $17.6M | ﹤0.01% |
1,802,761
+706,993
| +65% | +$6.91M |
|
2428
Gogo Inc
GOGO
$1.18B
| $17.6M | ﹤0.01% |
1,086,330
+728,026
| +203% | +$11.8M |
|
2429
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$421M
| $17.6M | ﹤0.01% |
285,920
+75,482
| +36% | +$4.64M |
|
2430
Davis Select Financial ETF
DFNL
$311M
| $17.6M | ﹤0.01% |
676,859
-105,607
| -13% | -$2.74M |
|
|
GLO
2431
Clough Global Opportunities Fund
GLO
$245M
| $17.6M | ﹤0.01% |
2,388,278
+151,452
| +7% | +$1.11M |
|
|
RFI
2432
Cohen & Steers Total Return Realty Fund
RFI
$321M
| $17.5M | ﹤0.01% |
1,323,384
+8,923
| +0.7% | +$118K |
|
2433
Barron's 400 ETF
BFOR
$185M
| $17.5M | ﹤0.01% |
348,896
+7,402
| +2% | +$372K |
|
2434
Brookfield Infrastructure
BIPC
$4.87B
| $17.4M | ﹤0.01% |
410,467
+129,808
| +46% | +$5.52M |
|
2435
Post Holdings
POST
$5.64B
| $17.4M | ﹤0.01% |
210,989
+117,846
| +127% | +$9.7M |
|
|
HPI
2436
John Hancock Preferred Income Fund
HPI
$460M
| $17.3M | ﹤0.01% |
989,864
+22,122
| +2% | +$387K |
|
2437
Bentley Systems
BSY
$16.1B
| $17.3M | ﹤0.01% |
519,609
-11,414
| -2% | -$380K |
|
2438
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
| $17.3M | ﹤0.01% |
865,922
+39,812
| +5% | +$795K |
|
2439
SFL Corp
SFL
$1.07B
| $17.3M | ﹤0.01% |
1,821,081
+756,531
| +71% | +$7.18M |
|
|
MEKA
2440
DELISTED
MELI Kaszek Pioneer Corp Class A Ordinary Shares
MEKA
| $17.3M | ﹤0.01% |
1,745,140
-67,742
| -4% | -$671K |
|
2441
AvidXchange
AVDX
$2.07B
| $17.2M | ﹤0.01% |
2,805,804
+2,449,743
| +688% | +$15M |
|
2442
Columbia Emerging Markets Consumer ETF
ECON
$233M
| $17.2M | ﹤0.01% |
801,487
-18,221
| -2% | -$391K |
|
2443
Organogenesis Holdings
ORGO
$592M
| $17.2M | ﹤0.01% |
3,514,482
+515,655
| +17% | +$2.52M |
|
2444
Mine Safety
MSA
$6.68B
| $17.1M | ﹤0.01% |
141,553
+82,409
| +139% | +$9.98M |
|
2445
Gibraltar Industries
ROCK
$1.82B
| $17.1M | ﹤0.01% |
442,129
+158,984
| +56% | +$6.16M |
|
2446
Carlyle Secured Lending
CGBD
$974M
| $17.1M | ﹤0.01% |
1,348,311
+53,313
| +4% | +$677K |
|
2447
WisdomTree Enhanced Commodity Strategy Fund
GCC
$155M
| $17.1M | ﹤0.01% |
729,886
-122,410
| -14% | -$2.87M |
|
2448
Tortoise North American Pipeline Fund
TPYP
$713M
| $17.1M | ﹤0.01% |
703,269
+64,697
| +10% | +$1.57M |
|
2449
First Trust RiverFront Dynamic Developed International ETF
RFDI
$130M
| $17M | ﹤0.01% |
318,456
-9,719
| -3% | -$520K |
|
|
NIE
2450
Virtus Equity & Convertible Income Fund
NIE
$689M
| $17M | ﹤0.01% |
820,705
+111,565
| +16% | +$2.32M |
|