|
WMT
|
Consumer Defensive |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.1T
|
$45.89
|
+0.1%
|
+0.5%
|
-0.5%
|
-1.6%
|
-1.7%
|
-0.9%
|
|
AMAT
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$113.43
|
+7.2%
|
+5.3%
|
-3.5%
|
+0.8%
|
+5.7%
|
-7.2%
|
|
ANET
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$179.2B
|
$19.30
|
+5.2%
|
+0.7%
|
-6.0%
|
-1.8%
|
-0.2%
|
-2.1%
|
|
PANW
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$65.09
|
+1.4%
|
+1.6%
|
-3.2%
|
-1.7%
|
-2.2%
|
-2.6%
|
|
WM
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$89.9B
|
$113.43
|
+0.1%
|
-1.6%
|
-1.0%
|
-0.6%
|
+1.8%
|
+0.4%
|
|
WAB
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$43.7B
|
$72.06
|
+0.7%
|
+2.6%
|
+0.2%
|
+0.6%
|
+0.3%
|
-3.0%
|
|
TWLO
|
Communication Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$31.3B
|
$443.49
|
-3.7%
|
-4.0%
|
-3.8%
|
+0.3%
|
-0.4%
|
-7.7%
|
|
TXRH
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$11.6B
|
$87.06
|
-3.8%
|
+1.0%
|
+2.9%
|
-0.2%
|
+5.3%
|
-4.4%
|
|
CACI
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$11.0B
|
$237.16
|
+0.2%
|
-0.9%
|
-0.3%
|
-0.9%
|
-1.6%
|
-1.4%
|
|
GMED
|
Healthcare |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$11.0B
|
$63.50
|
+0.4%
|
+0.4%
|
+0.1%
|
-0.3%
|
-0.4%
|
-2.2%
|
|
BAH
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$9.9B
|
$79.63
|
+0.4%
|
-1.2%
|
-1.8%
|
-0.4%
|
+1.4%
|
+0.2%
|
|
GTLS
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$9.4B
|
$139.45
|
+0.3%
|
-3.9%
|
+4.0%
|
-1.8%
|
+4.7%
|
-2.7%
|
|
ALSN
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$9.2B
|
$38.48
|
-0.6%
|
-0.9%
|
-1.2%
|
+0.6%
|
+0.3%
|
+0.1%
|
|
CRL
|
Healthcare |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$7.6B
|
$292.51
|
+0.3%
|
-1.0%
|
-2.1%
|
-0.2%
|
+1.9%
|
-2.8%
|
|
AN
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Underweight
→
Underweight
|
—
|
$7.0B
|
$77.91
|
+0.1%
|
+1.1%
|
-0.1%
|
-2.1%
|
+1.3%
|
-3.1%
|
|
NICE
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$6.0B
|
$255.50
|
+0.8%
|
-2.7%
|
-3.2%
|
-3.0%
|
-0.2%
|
-1.8%
|
|
EPAM
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.7B
|
$378.46
|
+0.0%
|
-0.7%
|
-3.0%
|
+1.8%
|
-0.6%
|
-1.4%
|
|
GPI
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$3.9B
|
$143.96
|
+0.4%
|
+3.3%
|
-1.0%
|
+1.5%
|
+5.5%
|
-4.1%
|
|
VCYT
|
Healthcare |
Morgan Stanley |
Maintains
|
Underweight
→
Underweight
|
—
|
$3.4B
|
$69.82
|
+1.4%
|
+4.5%
|
-13.5%
|
-2.5%
|
+1.3%
|
-6.0%
|
|
TXG
|
Healthcare |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.8B
|
$186.37
|
+2.7%
|
+2.3%
|
-6.3%
|
-1.5%
|
+1.9%
|
-3.5%
|