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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BBBY
3351
Bed Bath & Beyond
BBBY
$560M
| $10.6M | ﹤0.01% |
1,539,257
-570,107
| -27% | -$3.92M |
|
3352
Ardagh Metal Packaging
AMBP
$2.25B
| $10.6M | ﹤0.01% |
2,473,609
+1,342,040
| +119% | +$5.74M |
|
3353
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$493M
| $10.6M | ﹤0.01% |
323,740
-11,895
| -4% | -$389K |
|
3354
SGHC Ltd
SGHC
$5.91B
| $10.6M | ﹤0.01% |
964,608
+18,943
| +2% | +$208K |
|
3355
Goldman Sachs MarketBeta Emerging Markets Equity ETF
GSEE
$128M
| $10.6M | ﹤0.01% |
209,447
+40,005
| +24% | +$2.02M |
|
3356
Build-A-Bear
BBW
$940M
| $10.6M | ﹤0.01% |
204,889
-8,387
| -4% | -$432K |
|
3357
Grid Dynamics Holdings
GDYN
$658M
| $10.6M | ﹤0.01% |
914,412
+75,788
| +9% | +$875K |
|
|
AVDL
3358
Avadel Pharmaceuticals
AVDL
$1.58B
| $10.6M | ﹤0.01% |
1,192,606
+157,992
| +15% | +$1.4M |
|
3359
EVgo
EVGO
$626M
| $10.5M | ﹤0.01% |
2,889,260
+373,785
| +15% | +$1.36M |
|
3360
Adasina Social Justice All Cap Global ETF
JSTC
$255M
| $10.5M | ﹤0.01% |
532,813
-67,184
| -11% | -$1.33M |
|
3361
Cipher Mining
CIFR
$4.66B
| $10.5M | ﹤0.01% |
2,203,673
-1,389,531
| -39% | -$6.64M |
|
3362
Guess, Inc.
GES
$872M
| $10.5M | ﹤0.01% |
870,081
-5,635
| -0.6% | -$68.1K |
|
3363
Avanos Medical
AVNS
$570M
| $10.5M | ﹤0.01% |
858,520
+172,672
| +25% | +$2.11M |
|
3364
Celcuity
CELC
$2.33B
| $10.5M | ﹤0.01% |
784,079
-52,869
| -6% | -$706K |
|
3365
Jamf
JAMF
$1.54B
| $10.5M | ﹤0.01% |
1,100,124
+362,885
| +49% | +$3.45M |
|
3366
Energy Fuels
UUUU
$3.25B
| $10.5M | ﹤0.01% |
1,818,759
+215,202
| +13% | +$1.24M |
|
3367
Red Rock Resorts
RRR
$3.63B
| $10.4M | ﹤0.01% |
200,647
-36,065
| -15% | -$1.88M |
|
3368
Nuveen Global High Income Fund
JGH
$315M
| $10.4M | ﹤0.01% |
805,000
-42,525
| -5% | -$550K |
|
3369
Biohaven
BHVN
$1.64B
| $10.4M | ﹤0.01% |
737,676
-221,237
| -23% | -$3.12M |
|
|
YALA
3370
Yalla Group
YALA
$1.24B
| $10.4M | ﹤0.01% |
1,542,350
+877,808
| +132% | +$5.92M |
|
|
SUPV
3371
Grupo Supervielle
SUPV
$451M
| $10.4M | ﹤0.01% |
981,415
+532,301
| +119% | +$5.64M |
|
3372
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$256M
| $10.4M | ﹤0.01% |
660,681
+45,145
| +7% | +$710K |
|
|
AIV
3373
Aimco
AIV
$1.12B
| $10.4M | ﹤0.01% |
1,201,400
+36,269
| +3% | +$314K |
|
3374
Greif
GEF
$3.52B
| $10.4M | ﹤0.01% |
159,891
-9,947
| -6% | -$646K |
|
|
PDM
3375
Piedmont Realty Trust, Inc.
PDM
$1.12B
| $10.4M | ﹤0.01% |
1,425,387
-96,909
| -6% | -$706K |
|