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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4226
TherapeuticsMD
TXMD
$12.6M
| $2.76M | ﹤0.01% |
155,332
-11,529
| -7% | -$205K |
|
4227
Ocugen
OCGN
$418M
| $2.76M | ﹤0.01% |
605,621
-34,462
| -5% | -$157K |
|
4228
PAVmed
PAVM
$9.65M
| $2.76M | ﹤0.01% |
74,637
-1,315
| -2% | -$48.5K |
|
|
QD
4229
Qudian
QD
$646M
| $2.75M | ﹤0.01% |
2,839,160
+350,386
| +14% | +$340K |
|
|
WEA
4230
Western Asset Premier Bond Fund
WEA
$135M
| $2.75M | ﹤0.01% |
191,887
+8,435
| +5% | +$121K |
|
4231
Inseego
INSG
$202M
| $2.75M | ﹤0.01% |
47,085
+711
| +2% | +$41.5K |
|
|
CIH
4232
DELISTED
China Index Holdings Limited American Depository Shares
CIH
| $2.75M | ﹤0.01% |
2,830,951
| – | – |
|
4233
First Busey Corp
BUSE
$2.2B
| $2.74M | ﹤0.01% |
101,140
+35,113
| +53% | +$952K |
|
4234
Kelly Services Class A
KELYA
$496M
| $2.74M | ﹤0.01% |
163,401
+11,318
| +7% | +$190K |
|
4235
Tower Semiconductor
TSEM
$7.5B
| $2.74M | ﹤0.01% |
69,040
+28,148
| +69% | +$1.12M |
|
|
HPF
4236
John Hancock Preferred Income Fund II
HPF
$364M
| $2.74M | ﹤0.01% |
131,197
+13,050
| +11% | +$272K |
|
4237
Phathom Pharmaceuticals
PHAT
$795M
| $2.74M | ﹤0.01% |
139,168
+112,435
| +421% | +$2.21M |
|
4238
Cantaloupe
CTLP
$780M
| $2.73M | ﹤0.01% |
307,823
+4,883
| +2% | +$43.4K |
|
|
KRON
4239
DELISTED
Kronos Bio
KRON
| $2.73M | ﹤0.01% |
201,162
+65,522
| +48% | +$890K |
|
4240
iShares MSCI Poland ETF
EPOL
$443M
| $2.73M | ﹤0.01% |
129,728
-42,062
| -24% | -$886K |
|
|
NTZ
4241
Natuzzi
NTZ
$38.7M
| $2.73M | ﹤0.01% |
171,016
-6,659
| -4% | -$106K |
|
4242
Pearson
PSO
$9.09B
| $2.73M | ﹤0.01% |
324,414
+186,419
| +135% | +$1.57M |
|
4243
Annovis Bio
ANVS
$45.2M
| $2.72M | ﹤0.01% |
154,981
+117,015
| +308% | +$2.06M |
|
4244
Workhorse Group
WKHS
$17.2M
| $2.72M | ﹤0.01% |
2,500
-472
| -16% | -$514K |
|
4245
Argan
AGX
$3.6B
| $2.72M | ﹤0.01% |
70,298
+19,980
| +40% | +$773K |
|
4246
Allot
ALLT
$452M
| $2.72M | ﹤0.01% |
228,727
-159,410
| -41% | -$1.89M |
|
|
TGB
4247
Taseko Mines
TGB
$1.19B
| $2.71M | ﹤0.01% |
1,322,404
+890,810
| +206% | +$1.83M |
|
4248
Akebia Therapeutics
AKBA
$748M
| $2.7M | ﹤0.01% |
1,196,214
-277,291
| -19% | -$627K |
|
4249
Fossil Group
FOSL
$161M
| $2.7M | ﹤0.01% |
262,144
+77,344
| +42% | +$796K |
|
|
HOLI
4250
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
| $2.69M | ﹤0.01% |
191,249
+29,918
| +19% | +$421K |
|