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 | |
|---|---|---|---|---|---|---|
3901
Arrow Financial
AROW
$484M
| $5.6M | ﹤0.01% |
211,983
+298
| +0.1% | +$7.87K |
|
3902
Forestar Group
FOR
$1.36B
| $5.59M | ﹤0.01% |
279,644
+38,038
| +16% | +$761K |
|
|
ALX
3903
Alexander's
ALX
$1.19B
| $5.59M | ﹤0.01% |
24,811
+4,404
| +22% | +$992K |
|
3904
First Community Bankshares
FCBC
$666M
| $5.59M | ﹤0.01% |
142,597
+6,894
| +5% | +$270K |
|
3905
Perspective Therapeutics
CATX
$237M
| $5.58M | ﹤0.01% |
1,623,388
+64,937
| +4% | +$223K |
|
|
AIOT
3906
PowerFleet Inc
AIOT
$713M
| $5.58M | ﹤0.01% |
1,295,227
+487,581
| +60% | +$2.1M |
|
3907
Alerus Financial
ALRS
$587M
| $5.58M | ﹤0.01% |
257,758
+175,942
| +215% | +$3.81M |
|
3908
Yext
YEXT
$1.09B
| $5.58M | ﹤0.01% |
656,078
+112,154
| +21% | +$953K |
|
|
HPP
3909
Hudson Pacific Properties
HPP
$1.05B
| $5.57M | ﹤0.01% |
2,032,828
+1,175,952
| +137% | +$3.22M |
|
3910
Cooper-Standard Automotive
CPS
$670M
| $5.56M | ﹤0.01% |
258,627
+214,047
| +480% | +$4.6M |
|
|
EDAP
3911
EDAP TMS
EDAP
$93.5M
| $5.55M | ﹤0.01% |
3,364,580
-900
| -0% | -$1.49K |
|
3912
Core Laboratories
CLB
$561M
| $5.55M | ﹤0.01% |
481,545
-108,034
| -18% | -$1.24M |
|
3913
Metallus
MTUS
$686M
| $5.55M | ﹤0.01% |
359,986
-49,553
| -12% | -$764K |
|
3914
iShares JPX-Nikkei 400 ETF
JPXN
$103M
| $5.54M | ﹤0.01% |
69,091
+4,936
| +8% | +$395K |
|
|
CBL
3915
CBL Properties
CBL
$939M
| $5.53M | ﹤0.01% |
217,703
-28,022
| -11% | -$711K |
|
3916
Abeona Therapeutics
ABEO
$276M
| $5.51M | ﹤0.01% |
969,276
+653,604
| +207% | +$3.71M |
|
3917
Ero Copper
ERO
$1.76B
| $5.5M | ﹤0.01% |
326,574
+241,317
| +283% | +$4.07M |
|
3918
Liquidia Corp
LQDA
$2.05B
| $5.49M | ﹤0.01% |
440,892
-250,438
| -36% | -$3.12M |
|
|
MESO
3919
Mesoblast
MESO
$2.18B
| $5.49M | ﹤0.01% |
504,391
-40,166
| -7% | -$437K |
|
|
AGS
3920
DELISTED
PlayAGS
AGS
| $5.49M | ﹤0.01% |
439,773
-368,465
| -46% | -$4.6M |
|
|
ERC
3921
Allspring Multi-Sector Income Fund
ERC
$271M
| $5.48M | ﹤0.01% |
579,671
-21,973
| -4% | -$208K |
|
3922
Schwab US REIT ETF
SCHH
$8.31B
| $5.47M | ﹤0.01% |
258,501
+22,099
| +9% | +$468K |
|
3923
iRadimed
IRMD
$897M
| $5.47M | ﹤0.01% |
91,470
+4,601
| +5% | +$275K |
|
3924
Capricor Therapeutics
CAPR
$304M
| $5.47M | ﹤0.01% |
550,581
-264,784
| -32% | -$2.63M |
|
3925
KNOT Offshore Partners
KNOP
$315M
| $5.47M | ﹤0.01% |
873,078
+37,614
| +5% | +$235K |
|