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 |
Microsoft
MSFT
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZH
3601
Zhihu
ZH
$457M
| $5.68M | ﹤0.01% |
727,872
-35,511
| -5% | -$277K |
|
3602
BlackRock MuniYield New York Quality Fund
MYN
$378M
| $5.67M | ﹤0.01% |
578,950
-69,718
| -11% | -$683K |
|
3603
Magnachip Semiconductor
MX
$117M
| $5.67M | ﹤0.01% |
603,981
+36,221
| +6% | +$340K |
|
3604
Coherus Oncology
CHRS
$187M
| $5.65M | ﹤0.01% |
713,991
+12,963
| +2% | +$103K |
|
3605
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.47B
| $5.65M | ﹤0.01% |
124,259
+10,168
| +9% | +$463K |
|
3606
Inter&Co
INTR
$3.87B
| $5.65M | ﹤0.01% |
2,384,220
+1,903,796
| +396% | +$4.51M |
|
|
MTTR
3607
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $5.64M | ﹤0.01% |
2,015,319
+412,627
| +26% | +$1.16M |
|
3608
KalVista Pharmaceuticals
KALV
$665M
| $5.64M | ﹤0.01% |
833,753
+802,871
| +2,600% | +$5.43M |
|
|
BFS
3609
Saul Centers
BFS
$773M
| $5.63M | ﹤0.01% |
138,342
-8,091
| -6% | -$329K |
|
|
EVRI
3610
DELISTED
Everi Holdings
EVRI
| $5.61M | ﹤0.01% |
390,619
-6,923
| -2% | -$99.3K |
|
3611
American Century Diversified Municipal Bond ETF
TAXF
$515M
| $5.6M | ﹤0.01% |
114,379
+25,041
| +28% | +$1.23M |
|
|
EVG
3612
Eaton Vance Short Duration Diversified Income Fund
EVG
$152M
| $5.6M | ﹤0.01% |
549,217
+463
| +0.1% | +$4.72K |
|
|
UGIC
3613
DELISTED
UGI Corporation
UGIC
| $5.59M | ﹤0.01% |
65,507
+26,639
| +69% | +$2.27M |
|
3614
iShares Genomics Immunology and Healthcare ETF
IDNA
$115M
| $5.58M | ﹤0.01% |
221,675
+2,879
| +1% | +$72.5K |
|
3615
Franklin FTSE China ETF
FLCH
$244M
| $5.58M | ﹤0.01% |
298,450
+298,114
| +88,724% | +$5.57M |
|
3616
iShares MSCI India Small-Cap ETF
SMIN
$940M
| $5.56M | ﹤0.01% |
107,419
-2,291
| -2% | -$119K |
|
|
MORF
3617
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $5.55M | ﹤0.01% |
207,396
-42,821
| -17% | -$1.15M |
|
|
PHK
3618
PIMCO High Income Fund
PHK
$856M
| $5.55M | ﹤0.01% |
1,172,498
+559,537
| +91% | +$2.65M |
|
3619
PC Connection
CNXN
$1.59B
| $5.54M | ﹤0.01% |
118,150
+798
| +0.7% | +$37.4K |
|
3620
Xtrackers Russell US Multifactor ETF
DEUS
$176M
| $5.54M | ﹤0.01% |
131,322
-514
| -0.4% | -$21.7K |
|
3621
Kinetik
KNTK
$2.64B
| $5.54M | ﹤0.01% |
167,323
+15,797
| +10% | +$523K |
|
3622
Sprott Gold Miners ETF
SGDM
$565M
| $5.53M | ﹤0.01% |
223,346
-104,417
| -32% | -$2.59M |
|
3623
OraSure Technologies
OSUR
$247M
| $5.53M | ﹤0.01% |
1,146,447
+86,873
| +8% | +$419K |
|
3624
SI-BONE Inc
SIBN
$630M
| $5.52M | ﹤0.01% |
406,146
-72,707
| -15% | -$989K |
|
3625
Banco Macro
BMA
$2.51B
| $5.52M | ﹤0.01% |
336,389
+200,175
| +147% | +$3.29M |
|