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 | |
|---|---|---|---|---|---|---|
4276
Ivanhoe Electric
IE
$1.26B
| $3.17M | ﹤0.01% |
419,320
-44,321
| -10% | -$335K |
|
|
MHF
4277
Western Asset Municipal High Income Fund
MHF
$165M
| $3.16M | ﹤0.01% |
464,624
-57,990
| -11% | -$394K |
|
4278
iShares Self-Driving EV and Tech ETF
IDRV
$169M
| $3.15M | ﹤0.01% |
107,931
-11,152
| -9% | -$326K |
|
4279
Carter Bankshares
CARE
$448M
| $3.15M | ﹤0.01% |
178,981
+11,625
| +7% | +$204K |
|
4280
iRobot
IRBT
$134M
| $3.14M | ﹤0.01% |
405,066
+233,231
| +136% | +$1.81M |
|
4281
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$47M
| $3.14M | ﹤0.01% |
109,042
-3,903
| -3% | -$112K |
|
|
FM
4282
DELISTED
iShares Frontier and Select EM ETF
FM
| $3.14M | ﹤0.01% |
115,513
-18,880
| -14% | -$512K |
|
4283
Gray Television
GTN
$564M
| $3.13M | ﹤0.01% |
992,974
-2,556,582
| -72% | -$8.05M |
|
|
AIOT
4284
PowerFleet Inc
AIOT
$713M
| $3.13M | ﹤0.01% |
469,551
+72,474
| +18% | +$483K |
|
4285
A-Mark Precious Metals
AMRK
$661M
| $3.12M | ﹤0.01% |
113,779
-107,837
| -49% | -$2.95M |
|
4286
Anika Therapeutics
ANIK
$128M
| $3.11M | ﹤0.01% |
189,178
-263,799
| -58% | -$4.34M |
|
4287
Sana Biotechnology
SANA
$795M
| $3.11M | ﹤0.01% |
1,910,219
+7,154
| +0.4% | +$11.7K |
|
|
PCQ
4288
Pimco California Municipal Income Fund
PCQ
$166M
| $3.11M | ﹤0.01% |
344,365
+3,896
| +1% | +$35.2K |
|
4289
Humacyte
HUMA
$295M
| $3.11M | ﹤0.01% |
615,784
+56,471
| +10% | +$285K |
|
4290
Natural Gas Services Group
NGS
$339M
| $3.11M | ﹤0.01% |
116,017
-14,918
| -11% | -$400K |
|
4291
LSI Industries
LYTS
$713M
| $3.11M | ﹤0.01% |
160,010
+14,006
| +10% | +$272K |
|
|
CIO
4292
City Office REIT
CIO
$281M
| $3.11M | ﹤0.01% |
562,851
+112,288
| +25% | +$620K |
|
4293
Companhia Siderúrgica Nacional
SID
$2.04B
| $3.1M | ﹤0.01% |
2,155,936
+496,285
| +30% | +$715K |
|
4294
First Trust Active Global Quality Income ETF
AGQI
$57.6M
| $3.09M | ﹤0.01% |
230,910
-16,624
| -7% | -$223K |
|
4295
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.65B
| $3.09M | ﹤0.01% |
60,897
-71,294
| -54% | -$3.62M |
|
|
OPRA
4296
Opera Ltd
OPRA
$1.68B
| $3.09M | ﹤0.01% |
162,907
+60,404
| +59% | +$1.14M |
|
4297
Martin Midstream Partners
MMLP
$117M
| $3.07M | ﹤0.01% |
856,095
-79,371
| -8% | -$285K |
|
4298
PhenixFIN
PFX
| $3.06M | ﹤0.01% |
60,502
-4,290
| -7% | -$217K |
|
4299
Mitek Systems
MITK
$465M
| $3.06M | ﹤0.01% |
275,266
-17,646
| -6% | -$196K |
|
4300
Park Aerospace
PKE
$378M
| $3.06M | ﹤0.01% |
208,610
-30,768
| -13% | -$451K |
|