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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4276
Nuveen Arizona Quality Municipal Income Fund
NAZ
$135M
| $2.42M | ﹤0.01% |
188,113
+28,598
| +18% | +$367K |
|
4277
SPDR S&P Telecom ETF
XTL
$158M
| $2.41M | ﹤0.01% |
30,997
-3,630
| -10% | -$282K |
|
4278
VanEck Gaming ETF
BJK
$27.6M
| $2.41M | ﹤0.01% |
70,994
-5,304
| -7% | -$180K |
|
|
ERC
4279
Allspring Multi-Sector Income Fund
ERC
$271M
| $2.41M | ﹤0.01% |
251,565
-4,706
| -2% | -$45K |
|
|
TUYA
4280
Tuya Inc
TUYA
$1.58B
| $2.41M | ﹤0.01% |
919,358
-343,239
| -27% | -$899K |
|
4281
Celcuity
CELC
$2.2B
| $2.4M | ﹤0.01% |
263,924
+244,563
| +1,263% | +$2.23M |
|
|
WPS
4282
DELISTED
iShares International Developed Property ETF
WPS
| $2.4M | ﹤0.01% |
82,211
+8,869
| +12% | +$259K |
|
4283
Castle Biosciences
CSTL
$708M
| $2.39M | ﹤0.01% |
108,939
+81,797
| +301% | +$1.79M |
|
|
HMTV
4284
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $2.39M | ﹤0.01% |
313,019
+245,852
| +366% | +$1.88M |
|
|
DBD
4285
DELISTED
Diebold Nixdorf Incorporated
DBD
| $2.39M | ﹤0.01% |
1,051,870
+379,695
| +56% | +$862K |
|
4286
American Century Diversified Municipal Bond ETF
TAXF
$515M
| $2.39M | ﹤0.01% |
47,861
+22,659
| +90% | +$1.13M |
|
4287
Global X Millennial Consumer ETF
MILN
$130M
| $2.38M | ﹤0.01% |
91,706
-203,259
| -69% | -$5.28M |
|
4288
Calumet Specialty Products
CLMT
$1.61B
| $2.38M | ﹤0.01% |
229,015
+100,667
| +78% | +$1.05M |
|
4289
Sportsman's Warehouse
SPWH
$118M
| $2.37M | ﹤0.01% |
247,173
+11,600
| +5% | +$111K |
|
4290
Jakks Pacific
JAKK
$201M
| $2.37M | ﹤0.01% |
186,915
-28,626
| -13% | -$362K |
|
4291
FlexShares Global Quality Real Estate Index Fund
GQRE
$375M
| $2.36M | ﹤0.01% |
41,522
-6,519
| -14% | -$371K |
|
4292
908 Devices
MASS
$263M
| $2.36M | ﹤0.01% |
114,703
+93,390
| +438% | +$1.92M |
|
4293
Nuveen Virginia Quality Municipal Income Fund
NPV
$213M
| $2.36M | ﹤0.01% |
190,823
+6,331
| +3% | +$78.1K |
|
4294
UWM Holdings
UWMC
$1.4B
| $2.35M | ﹤0.01% |
665,220
+359,087
| +117% | +$1.27M |
|
|
CFB
4295
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $2.35M | ﹤0.01% |
178,324
+2,646
| +2% | +$34.9K |
|
4296
IAMGOLD
IAG
$6.52B
| $2.35M | ﹤0.01% |
1,461,804
+83,958
| +6% | +$135K |
|
|
HTLF
4297
DELISTED
Heartland Financial USA, Inc.
HTLF
| $2.35M | ﹤0.01% |
56,569
+29,077
| +106% | +$1.21M |
|
4298
OraSure Technologies
OSUR
$247M
| $2.35M | ﹤0.01% |
865,387
+415,926
| +93% | +$1.13M |
|
4299
Upland Software
UPLD
$71.9M
| $2.34M | ﹤0.01% |
160,885
+99,152
| +161% | +$1.44M |
|
4300
Franklin Covey
FC
$250M
| $2.34M | ﹤0.01% |
50,563
+37,717
| +294% | +$1.74M |
|