Ro Khanna Stock Portfolio: 5 Stocks To Consider

In this article, we discuss the 5 stocks to consider in the portfolio of Ro Khanna. If you want to read our detailed analysis of these stocks, go directly to Ro Khanna Stock Portfolio: 10 Stocks To Consider.

5. Morgan Stanley (NYSE:MS)

Number of Hedge Fund Holders: 65  

Morgan Stanley (NYSE:MS) provides financial products and services. It is one of the favorite bank stocks among hedge funds. At the end of the third quarter of 2021, 65 hedge funds in the database of Insider Monkey held stakes worth $4.9 billion in Morgan Stanley (NYSE:MS), compared to 69 in the preceding quarter worth $5.3 billion.

Khanna disclosed two trades involving Morgan Stanley (NYSE:MS) on behalf of his children on February 10. Both involved buying of the stock worth $1,000-$15,000 on January 27. The disclosures were made through a Periodic Transaction Report. 

In its Q1 2021 investor letter, Artisan Partners Limited Partnership, an asset management firm, highlighted a few stocks and Morgan Stanley (NYSE:MS) was one of them. Here is what the fund said:

“Top three contributor Morgan Stanley, a leading global financial services company, came into the portfolio in Q4 as a result of its purchase of E*TRADE. E*TRADE is a great fit on Morgan Stanley’s wealth management platform and provides a considerable amount of non-interest-bearing deposit funding. James Gorman, chairman and CEO, has steadily de-risked Morgan Stanley’s business by adding less volatile fee streams and deemphasizing the risk-obtuse culture of prior management. We believe the market will come to appreciate this mix shift over time.”