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 | |
|---|---|---|---|---|---|---|
|
DSM
4201
BNY Mellon Strategic Municipal Bond Fund
DSM
$293M
| $3.54M | ﹤0.01% |
608,652
-51,367
| -8% | -$298K |
|
4202
Zeekr
ZK
$7.67B
| $3.54M | ﹤0.01% |
124,566
-329,292
| -73% | -$9.35M |
|
4203
Real Brokerage
REAX
$1.03B
| $3.52M | ﹤0.01% |
765,278
+124,887
| +20% | +$574K |
|
|
PMX
4204
DELISTED
PIMCO Municipal Income Fund III
PMX
| $3.52M | ﹤0.01% |
478,184
-297,401
| -38% | -$2.19M |
|
4205
First Financial Corp
THFF
$693M
| $3.52M | ﹤0.01% |
76,168
-21,553
| -22% | -$996K |
|
|
ABVX
4206
Abivax
ABVX
$6.37B
| $3.51M | ﹤0.01% |
479,326
-25,426
| -5% | -$186K |
|
|
GEAR
4207
DELISTED
Revelyst, Inc.
GEAR
| $3.5M | ﹤0.01% |
+182,200
| New | +$3.5M |
|
|
HUYA
4208
Huya Inc
HUYA
$769M
| $3.5M | ﹤0.01% |
1,140,338
-1,304,627
| -53% | -$4.01M |
|
4209
TechTarget
TTGT
$481M
| $3.49M | ﹤0.01% |
176,140
-17,452
| -9% | -$346K |
|
4210
FlexShares US Quality Low Volatility Index Fund
QLV
$147M
| $3.48M | ﹤0.01% |
53,342
+6,637
| +14% | +$433K |
|
|
EH
4211
EHang Holdings
EH
$1.29B
| $3.47M | ﹤0.01% |
220,404
-43,323
| -16% | -$682K |
|
4212
Clearfield
CLFD
$469M
| $3.47M | ﹤0.01% |
111,933
-6,768
| -6% | -$210K |
|
4213
MindMed
MNMD
$688M
| $3.46M | ﹤0.01% |
496,652
+141,033
| +40% | +$982K |
|
4214
iShares GNMA Bond ETF
GNMA
$369M
| $3.45M | ﹤0.01% |
80,308
+1,014
| +1% | +$43.5K |
|
|
PSTL
4215
Postal Realty Trust
PSTL
$399M
| $3.45M | ﹤0.01% |
264,034
-284,855
| -52% | -$3.72M |
|
4216
OraSure Technologies
OSUR
$247M
| $3.44M | ﹤0.01% |
952,942
+26,477
| +3% | +$95.6K |
|
4217
iShares Russell 2500 ETF
SMMD
$1.71B
| $3.43M | ﹤0.01% |
50,489
+6,769
| +15% | +$460K |
|
|
SVM
4218
Silvercorp Metals
SVM
$1.14B
| $3.42M | ﹤0.01% |
1,139,279
+201,832
| +22% | +$605K |
|
4219
Seneca Foods Class A
SENEA
$707M
| $3.42M | ﹤0.01% |
43,119
-2,538
| -6% | -$201K |
|
4220
Village Super Market
VLGEA
$571M
| $3.41M | ﹤0.01% |
106,873
-8,704
| -8% | -$278K |
|
4221
TIM SA
TIMB
$10.5B
| $3.41M | ﹤0.01% |
289,605
-237,843
| -45% | -$2.8M |
|
4222
Akebia Therapeutics
AKBA
$748M
| $3.4M | ﹤0.01% |
1,790,051
+701,159
| +64% | +$1.33M |
|
4223
Stratasys
SSYS
$896M
| $3.39M | ﹤0.01% |
381,655
+196,666
| +106% | +$1.75M |
|
4224
Pure Cycle
PCYO
$274M
| $3.39M | ﹤0.01% |
267,197
+27,377
| +11% | +$347K |
|
4225
Codexis
CDXS
$221M
| $3.39M | ﹤0.01% |
709,772
+303,310
| +75% | +$1.45M |
|