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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
eXp World Holdings
EXPI
$1.74B
| $5.29M | ﹤0.01% |
249,933
-203,050
| -45% | -$4.3M |
|
|
PWSC
3577
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $5.29M | ﹤0.01% |
320,156
+275,717
| +620% | +$4.55M |
|
3578
Invesco Dorsey Wright Financial Momentum ETF
PFI
$63.2M
| $5.28M | ﹤0.01% |
107,373
+7,947
| +8% | +$390K |
|
3579
Nuveen ESG US Aggregate Bond ETF
NUBD
$423M
| $5.27M | ﹤0.01% |
218,474
+117,219
| +116% | +$2.83M |
|
3580
Bionano Genomics
BNGO
$8.51M
| $5.26M | ﹤0.01% |
3,398
+799
| +31% | +$1.24M |
|
3581
Milestone Pharmaceuticals
MIST
$163M
| $5.26M | ﹤0.01% |
818,640
-7,356
| -0.9% | -$47.2K |
|
|
SDC
3582
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $5.25M | ﹤0.01% |
2,028,894
-842,837
| -29% | -$2.18M |
|
3583
WideOpenWest
WOW
$442M
| $5.25M | ﹤0.01% |
301,160
-67,587
| -18% | -$1.18M |
|
3584
Mativ Holdings
MATV
$671M
| $5.25M | ﹤0.01% |
191,009
+20,324
| +12% | +$559K |
|
3585
Zurn Elkay Water Solutions
ZWS
$7.86B
| $5.25M | ﹤0.01% |
148,311
+43,025
| +41% | +$1.52M |
|
3586
S&T Bancorp
STBA
$1.51B
| $5.25M | ﹤0.01% |
177,386
-19,776
| -10% | -$585K |
|
3587
Unitil
UTL
$811M
| $5.24M | ﹤0.01% |
105,136
+22,751
| +28% | +$1.13M |
|
3588
Donnelley Financial Solutions
DFIN
$1.46B
| $5.24M | ﹤0.01% |
157,534
+19,088
| +14% | +$635K |
|
3589
Invesco KBW Property & Casualty Insurance ETF
KBWP
$473M
| $5.23M | ﹤0.01% |
60,058
+14,043
| +31% | +$1.22M |
|
3590
Invesco Bloomberg Pricing Power ETF
POWA
$189M
| $5.23M | ﹤0.01% |
74,320
-18,605
| -20% | -$1.31M |
|
|
CANO
3591
DELISTED
Cano Health, Inc.
CANO
| $5.22M | ﹤0.01% |
8,220
+2,323
| +39% | +$1.47M |
|
3592
Grifois
GRFS
$6.63B
| $5.22M | ﹤0.01% |
446,645
-233,590
| -34% | -$2.73M |
|
3593
Capitol Federal Financial
CFFN
$836M
| $5.21M | ﹤0.01% |
479,056
-460,555
| -49% | -$5.01M |
|
3594
Cullinan Oncology
CGEM
$366M
| $5.21M | ﹤0.01% |
497,875
+168,419
| +51% | +$1.76M |
|
3595
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$479M
| $5.21M | ﹤0.01% |
366,452
+124,336
| +51% | +$1.77M |
|
3596
Hyliion Holdings
HYLN
$347M
| $5.2M | ﹤0.01% |
1,173,291
-657,790
| -36% | -$2.91M |
|
3597
iShares MSCI Belgium ETF
EWK
$31M
| $5.2M | ﹤0.01% |
256,927
+32,779
| +15% | +$663K |
|
|
FDEU
3598
DELISTED
First Trust Dynamic Europe Equity Income Fund
FDEU
| $5.19M | ﹤0.01% |
411,191
+45,154
| +12% | +$570K |
|
3599
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.6B
| $5.19M | ﹤0.01% |
75,205
-7,604
| -9% | -$524K |
|
3600
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.28B
| $5.17M | ﹤0.01% |
145,898
+12,335
| +9% | +$437K |
|