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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4176
Myers Industries
MYE
$619M
| $3.09M | ﹤0.01% |
147,149
+59,827
| +69% | +$1.26M |
|
4177
Evogene
EVGN
$10.3M
| $3.08M | ﹤0.01% |
90,158
+12,315
| +16% | +$421K |
|
4178
ProShares Ultra Bloomberg Crude Oil
UCO
$350M
| $3.08M | ﹤0.01% |
157,524
-3,224
| -2% | -$63.1K |
|
4179
Ecopetrol
EC
$18.3B
| $3.08M | ﹤0.01% |
210,708
+183,108
| +663% | +$2.68M |
|
4180
Franklin US Core Bond ETF
FLCB
$2.72B
| $3.08M | ﹤0.01% |
120,755
+15,404
| +15% | +$393K |
|
|
TTCF
4181
DELISTED
Tattooed Chef, Inc Class A Common Stock
TTCF
| $3.08M | ﹤0.01% |
143,364
+39,272
| +38% | +$842K |
|
4182
TriplePoint Venture Growth BDC
TPVG
$252M
| $3.07M | ﹤0.01% |
202,319
+3,983
| +2% | +$60.5K |
|
|
CAJ
4183
DELISTED
Canon, Inc.
CAJ
| $3.07M | ﹤0.01% |
135,837
-10,335
| -7% | -$234K |
|
|
ECC
4184
Eagle Point Credit Co
ECC
$868M
| $3.07M | ﹤0.01% |
226,696
+167,290
| +282% | +$2.27M |
|
4185
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
| $3.07M | ﹤0.01% |
74,357
-39,199
| -35% | -$1.62M |
|
4186
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $3.07M | ﹤0.01% |
126,862
+587
| +0.5% | +$14.2K |
|
|
ECOM
4187
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $3.07M | ﹤0.01% |
125,178
+106,459
| +569% | +$2.61M |
|
4188
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
| $3.07M | ﹤0.01% |
47,512
+33,806
| +247% | +$2.18M |
|
|
CTR
4189
DELISTED
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
| $3.06M | ﹤0.01% |
120,467
+12,207
| +11% | +$310K |
|
|
EGIO
4190
DELISTED
Edgio, Inc. Common Stock
EGIO
| $3.05M | ﹤0.01% |
24,195
+518
| +2% | +$65.3K |
|
4191
Stereotaxis
STXS
$256M
| $3.04M | ﹤0.01% |
315,717
+305,835
| +3,095% | +$2.95M |
|
|
MOR
4192
DELISTED
MorphoSys AG American Depositary Shares
MOR
| $3.04M | ﹤0.01% |
158,007
-3,604
| -2% | -$69.4K |
|
4193
Voyager Therapeutics
VYGR
$237M
| $3.04M | ﹤0.01% |
734,609
+271,331
| +59% | +$1.12M |
|
4194
Spruce Power Holding Corp
SPRU
$31.4M
| $3.03M | ﹤0.01% |
45,492
+16,096
| +55% | +$1.07M |
|
4195
Purple Innovation
PRPL
$113M
| $3.03M | ﹤0.01% |
114,692
+94,095
| +457% | +$2.49M |
|
|
ASXC
4196
DELISTED
Asensus Surgical, Inc.
ASXC
| $3.03M | ﹤0.01% |
955,501
+768,730
| +412% | +$2.44M |
|
|
AUD
4197
DELISTED
Audacy, Inc.
AUD
| $3.02M | ﹤0.01% |
701,459
+248,961
| +55% | +$1.07M |
|
4198
Compañía de Cervecerías Unidas
CCU
$2.16B
| $3.02M | ﹤0.01% |
150,076
+132,615
| +759% | +$2.67M |
|
|
FSP
4199
Franklin Street Properties
FSP
$169M
| $3.02M | ﹤0.01% |
573,555
+71,050
| +14% | +$374K |
|
4200
Vera Bradley
VRA
$55.9M
| $3.02M | ﹤0.01% |
243,389
+119,189
| +96% | +$1.48M |
|