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Portfolio (Quarterly) Guide ↗

MORGAN STANLEY

· CIK 0000895421
13F Portfolio $1.67T AUM 45,419 positions Filed May 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 515 New 3827 Added 2850 Reduced
Page 162 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 NFRA FLEXSHARES TR 243,545.0 $14.7M 0.00% -21K -7.8% $60.51 +6.6%
3222 SCL STEPAN CO Basic Materials 310,346.0 $14.7M 0.00% +41K +15.1% $47.36 +13.9%
3223 KOMP SPDR SERIES TRUST 246,048.0 $14.7M 0.00% -62K -20.1% $59.73 +19.6%
3224 MKS INC. 11,482,000.0 $14.6M 0.00% +362K +3.3% $1.28
3225 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 1,396,889.0 $14.6M 0.00% -36K -2.5% $10.48 +26.2%
3226 LILAK LIBERTY LATIN AMERICA LTD Communication Services 1,960,008.0 $14.6M 0.00% +26K +1.3% $7.46 -35.8%
3227 FRDM EA SERIES TRUST 285,186.0 $14.6M 0.00% +38K +15.4% $51.27 +48.4%
3228 AKRE PROFESIONALLY MANAGED PORTFO 222,409.0 $14.6M 0.00% NEW $65.51 -18.9%
3229 RLX RLX TECHNOLOGY INC Consumer Defensive 6,250,492.0 $14.6M 0.00% -642K -9.3% $2.33 -21.0%
3230 AXTI AXT INC Technology 890,629.0 $14.6M 0.00% +275K +44.6% $16.35 +417.2%
3231 J P MORGAN EXCHANGE TRADED F 290,788.0 $14.6M 0.00% +28K +10.5% $50.07
3232 SKYWARD SPECIALTY INS GROUP 284,813.0 $14.6M 0.00% -98K -25.7% $51.11
3233 SHIFT4 PMTS INC 15,135,000.0 $14.5M 0.00% +610K +4.2% $0.96
3234 MGTX MEIRAGTX HLDGS PLC Healthcare 1,829,252.0 $14.5M 0.00% +587K +47.3% $7.95 +42.4%
3235 QQXT FIRST TR EXCHANGE-TRADED FD 146,150.0 $14.5M 0.00% -249K -63.1% $99.37 -2.6%
3236 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 1,042,834.0 $14.5M 0.00% -170K -14.0% $13.91 -11.1%
3237 LKFN LAKELAND FINL CORP Financial Services 254,055.0 $14.5M 0.00% +71K +38.9% $57.06 +4.9%
3238 TREEHOUSE FOODS INC 614,354.0 $14.5M 0.00% -84K -12.0% $23.59
3239 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,424,261.0 $14.5M 0.00% -1.1M -43.4% $10.17 -72.4%
3240 RDW REDWIRE CORPORATION Industrials 1,904,911.0 $14.5M 0.00% -99K -4.9% $7.60 +88.8%
Page 162 of 410  ·  8,196 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 17.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Communication Services 9.9%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 2.6%
Basic Materials 2.1%