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 |
NVIDIA
NVDA
|
+$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
+$2.03B |
| 3 |
Tesla
TSLA
|
+$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.74B |
| 5 |
Apple
AAPL
|
+$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.34B |
| 3 |
Strategy Inc
MSTR
|
+$1.26B |
| 4 |
Shopify
SHOP
|
+$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4151
Playtika
PLTK
$1.29B
| $3.76M | ﹤0.01% |
542,474
+46,967
| +9% | +$326K |
|
4152
RBB Bancorp
RBB
$336M
| $3.76M | ﹤0.01% |
183,569
+1,283
| +0.7% | +$26.3K |
|
|
WTPI
4153
WisdomTree Equity Premium Income Fund
WTPI
$309M
| $3.76M | ﹤0.01% |
113,979
-13,378
| -11% | -$441K |
|
4154
Global X Gold Explorers ETF NEW
GOEX
$98.3M
| $3.75M | ﹤0.01% |
127,448
-8,184
| -6% | -$241K |
|
|
FSP
4155
Franklin Street Properties
FSP
$169M
| $3.74M | ﹤0.01% |
2,041,600
-37,932
| -2% | -$69.4K |
|
|
NHS
4156
Neuberger Berman High Yield Strategies Fund
NHS
$235M
| $3.73M | ﹤0.01% |
498,512
-200,377
| -29% | -$1.5M |
|
4157
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
| $3.73M | ﹤0.01% |
138,130
+12,617
| +10% | +$341K |
|
4158
VanEck Energy Income ETF
EINC
$71.8M
| $3.73M | ﹤0.01% |
39,622
+9,437
| +31% | +$887K |
|
4159
EverQuote
EVER
$931M
| $3.72M | ﹤0.01% |
186,114
-114,989
| -38% | -$2.3M |
|
4160
Copel
ELP
$7.22B
| $3.72M | ﹤0.01% |
626,599
+100,866
| +19% | +$598K |
|
|
WDH
4161
Waterdrop
WDH
$702M
| $3.71M | ﹤0.01% |
3,147,730
-32,700
| -1% | -$38.6K |
|
4162
Universal Logistics Holdings
ULH
$646M
| $3.71M | ﹤0.01% |
80,818
-23,331
| -22% | -$1.07M |
|
|
WW
4163
DELISTED
WW International
WW
| $3.71M | ﹤0.01% |
2,917,780
-137,013
| -4% | -$174K |
|
4164
Kura Sushi USA
KRUS
$888M
| $3.7M | ﹤0.01% |
40,825
-2,121
| -5% | -$192K |
|
4165
Digimarc
DMRC
$227M
| $3.7M | ﹤0.01% |
98,735
-10,763
| -10% | -$403K |
|
|
RMM
4166
RiverNorth Managed Duration Municipal Income Fund
RMM
$275M
| $3.69M | ﹤0.01% |
256,120
-48,885
| -16% | -$705K |
|
4167
Theravance Biopharma
TBPH
$699M
| $3.69M | ﹤0.01% |
392,333
-103,480
| -21% | -$974K |
|
4168
Greystone Housing Impact Investors LP
GHI
$253M
| $3.69M | ﹤0.01% |
359,716
-1,794
| -0.5% | -$18.4K |
|
|
MCHB
4169
Mechanics Bancorp
MCHB
$3.02B
| $3.68M | ﹤0.01% |
322,279
-552,755
| -63% | -$6.31M |
|
4170
SI-BONE Inc
SIBN
$630M
| $3.68M | ﹤0.01% |
262,489
-172,045
| -40% | -$2.41M |
|
4171
Apollo Global Management Series A
APO.PRA
$2.19B
| $3.68M | ﹤0.01% |
42,322
-202,432
| -83% | -$17.6M |
|
4172
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $3.67M | ﹤0.01% |
188,329
+17,302
| +10% | +$337K |
|
4173
Dimensional International Small Cap ETF
DFIS
$3.92B
| $3.67M | ﹤0.01% |
149,302
+5,181
| +4% | +$127K |
|
|
ZH
4174
Zhihu
ZH
$457M
| $3.67M | ﹤0.01% |
1,035,527
+32,949
| +3% | +$117K |
|
4175
Innovative Solutions & Support
ISSC
$201M
| $3.66M | ﹤0.01% |
428,665
+302,850
| +241% | +$2.59M |
|