Cramer Shifts Investment Trust to Goldman Sachs, Exiting Morgan Stanley

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INVESTMENT BANKING,CAPITAL MARKETS,DEREGULATION

Jim Cramer's Charitable Trust sold its Morgan Stanley position and increased its holding in Goldman Sachs, driven by a belief that a deregulatory environment under the Trump administration will benefit investment banking and capital markets.

We are buying 82 shares of Goldman Sachs at roughly $579.19. In addition, we are exiting our position in Morgan Stanley , selling 375 shares at roughly $127.24. Following the trades, Jim Cramer's Charitable Trust will own 205 shares of Goldman Sachs, increasing its weighting to about 3.26% from about 2%. The trust will no longer hold a position in Morgan Stanley. We're completing our switch in investment banking stocks, a move we signaled was on the horizon last month .

In addition, there's been a flurry of deals announced this week, an early sign that we are about to see a wave of mergers-and-acquisitions activity. Whether its Paychex buying rival Paycor , Stryker acquiring Inari Medical , Getty Images merging with Shutterstock , or Cintas making an offer to buy UniFirst , we could argue that all these deals rely on a lighter strict regulatory environment to go through.

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