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 | |
|---|---|---|---|---|---|---|
4326
Bank First Corp
BFC
$1.25B
| $2.98M | ﹤0.01% |
30,047
-4,688
| -13% | -$465K |
|
4327
Expensify
EXFY
$181M
| $2.97M | ﹤0.01% |
887,738
+617,381
| +228% | +$2.07M |
|
4328
FlexShares STOXX US ESG Select Index Fund
ESG
$127M
| $2.96M | ﹤0.01% |
21,463
+5
| +0% | +$689 |
|
4329
McCormick & Company Voting
MKC.V
$17.7B
| $2.95M | ﹤0.01% |
38,936
-578
| -1% | -$43.8K |
|
|
GCV
4330
Gabelli Convertible and Income Securities Fund
GCV
$81.5M
| $2.95M | ﹤0.01% |
774,594
-63,852
| -8% | -$243K |
|
|
TPIC
4331
DELISTED
TPI Composites
TPIC
| $2.95M | ﹤0.01% |
1,561,313
+139,977
| +10% | +$265K |
|
4332
Bombardier Recreational Products
DOOO
$4.47B
| $2.95M | ﹤0.01% |
57,931
-63,848
| -52% | -$3.25M |
|
|
LAND
4333
Gladstone Land Corp
LAND
$335M
| $2.95M | ﹤0.01% |
271,566
-159,000
| -37% | -$1.73M |
|
4334
Red Cat Holdings
RCAT
$1.05B
| $2.94M | ﹤0.01% |
228,570
+218,669
| +2,209% | +$2.81M |
|
|
ZBIO
4335
Zenas BioPharma
ZBIO
$798M
| $2.93M | ﹤0.01% |
358,212
+307,162
| +602% | +$2.52M |
|
|
NIU
4336
Niu Technologies
NIU
$336M
| $2.93M | ﹤0.01% |
1,638,837
-6,659
| -0.4% | -$11.9K |
|
4337
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$564M
| $2.93M | ﹤0.01% |
42,559
-244
| -0.6% | -$16.8K |
|
4338
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.16B
| $2.93M | ﹤0.01% |
104,902
+64,844
| +162% | +$1.81M |
|
|
SMST
4339
Defiance Daily Target 2x Short MSTR ETF
SMST
$25.2M
| $2.92M | ﹤0.01% |
+17,500
| New | +$2.92M |
|
4340
enGene Holdings
ENGN
$349M
| $2.92M | ﹤0.01% |
438,772
+430,579
| +5,255% | +$2.86M |
|
4341
SkyWater Technology
SKYT
$663M
| $2.91M | ﹤0.01% |
211,149
+94,329
| +81% | +$1.3M |
|
4342
Coherus Oncology
CHRS
$187M
| $2.91M | ﹤0.01% |
2,111,302
+1,284,325
| +155% | +$1.77M |
|
4343
Porch Group
PRCH
$1.97B
| $2.91M | ﹤0.01% |
591,885
+247,562
| +72% | +$1.22M |
|
4344
Nature's Sunshine
NATR
$285M
| $2.9M | ﹤0.01% |
197,654
+791
| +0.4% | +$11.6K |
|
|
SRTA
4345
Strata Critical Medical Inc
SRTA
$486M
| $2.89M | ﹤0.01% |
681,003
+289,970
| +74% | +$1.23M |
|
4346
Aldeyra Therapeutics
ALDX
$296M
| $2.89M | ﹤0.01% |
579,715
+59,069
| +11% | +$295K |
|
4347
Invesco Bloomberg Pricing Power ETF
POWA
$189M
| $2.89M | ﹤0.01% |
35,553
-1,844
| -5% | -$150K |
|
4348
Anterix
ATEX
$417M
| $2.88M | ﹤0.01% |
94,047
-5,654
| -6% | -$173K |
|
|
PLL
4349
DELISTED
Piedmont Lithium
PLL
| $2.88M | ﹤0.01% |
329,308
-260,573
| -44% | -$2.28M |
|
4350
Johnson Outdoors
JOUT
$424M
| $2.88M | ﹤0.01% |
87,123
-6,722
| -7% | -$222K |
|