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 | |
|---|---|---|---|---|---|---|
3876
BlackRock Investment Quality Municipal Trust
BKN
$196M
| $5.77M | ﹤0.01% |
528,414
+36,641
| +7% | +$400K |
|
3877
IBEX
IBEX
$545M
| $5.76M | ﹤0.01% |
197,805
+72,550
| +58% | +$2.11M |
|
3878
Shenandoah Telecom
SHEN
$755M
| $5.73M | ﹤0.01% |
419,776
-78,063
| -16% | -$1.07M |
|
3879
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$342M
| $5.73M | ﹤0.01% |
143,777
-6,677
| -4% | -$266K |
|
3880
Zeekr
ZK
$7.67B
| $5.73M | ﹤0.01% |
224,854
+80,297
| +56% | +$2.05M |
|
3881
Ginkgo Bioworks
DNA
$673M
| $5.73M | ﹤0.01% |
509,533
-126,186
| -20% | -$1.42M |
|
|
CIM
3882
Chimera Investment
CIM
$1.13B
| $5.72M | ﹤0.01% |
412,198
-92,899
| -18% | -$1.29M |
|
3883
Heron Therapeutics
HRTX
$225M
| $5.72M | ﹤0.01% |
2,761,591
+828,186
| +43% | +$1.71M |
|
3884
Xperi
XPER
$283M
| $5.72M | ﹤0.01% |
722,569
+285,401
| +65% | +$2.26M |
|
|
VERV
3885
DELISTED
Verve Therapeutics
VERV
| $5.7M | ﹤0.01% |
507,127
-416,545
| -45% | -$4.68M |
|
3886
Delek Logistics
DKL
$2.41B
| $5.68M | ﹤0.01% |
132,286
-275,257
| -68% | -$11.8M |
|
3887
Altice USA
ATUS
$1.26B
| $5.67M | ﹤0.01% |
2,649,752
+1,051,485
| +66% | +$2.25M |
|
|
OPRA
3888
Opera Ltd
OPRA
$1.68B
| $5.67M | ﹤0.01% |
299,943
-240,781
| -45% | -$4.55M |
|
3889
Invesco Advantage Municipal Income Trust II
VKI
$390M
| $5.66M | ﹤0.01% |
676,050
+93,064
| +16% | +$779K |
|
3890
Insteel Industries
IIIN
$747M
| $5.66M | ﹤0.01% |
152,025
+2,977
| +2% | +$111K |
|
3891
Cosan
CSAN
$2.73B
| $5.65M | ﹤0.01% |
1,119,797
+599,377
| +115% | +$3.03M |
|
3892
Amalgamated Financial
AMAL
$846M
| $5.65M | ﹤0.01% |
180,981
+9,106
| +5% | +$284K |
|
3893
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$95.3M
| $5.64M | ﹤0.01% |
50,930
-1,525
| -3% | -$169K |
|
3894
FlexShares Disciplined Duration MBS Index Fund
MBSD
$84.5M
| $5.63M | ﹤0.01% |
272,123
+21,985
| +9% | +$455K |
|
3895
Gray Television
GTN
$564M
| $5.63M | ﹤0.01% |
1,241,863
+54,056
| +5% | +$245K |
|
|
SHYF
3896
DELISTED
The Shyft Group
SHYF
| $5.62M | ﹤0.01% |
448,537
+91,629
| +26% | +$1.15M |
|
3897
Freedom 100 Emerging Markets ETF
FRDM
$1.42B
| $5.62M | ﹤0.01% |
139,220
-57,719
| -29% | -$2.33M |
|
3898
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.7B
| $5.62M | ﹤0.01% |
223,780
-302,693
| -57% | -$7.6M |
|
3899
Bandwidth Inc
BAND
$545M
| $5.61M | ﹤0.01% |
352,863
-86,243
| -20% | -$1.37M |
|
3900
Trevi Therapeutics
TRVI
$992M
| $5.6M | ﹤0.01% |
1,024,011
+529,444
| +107% | +$2.9M |
|