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
|
+$1.12B |
| 2 |
S&P Global
SPGI
|
+$1B |
| 3 |
GE Aerospace
GE
|
+$704M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$465M |
| 5 |
Enterprise Products Partners
EPD
|
+$408M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$807M |
| 2 |
SNDK
SANDISK CORP
SNDK
|
+$617M |
| 3 |
Monster Beverage
MNST
|
+$579M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$552M |
| 5 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$544M |
Sector Composition
| 1 | Healthcare | 8.93% |
| 2 | Technology | 8.7% |
| 3 | Financials | 8.37% |
| 4 | Communication Services | 6.94% |
| 5 | Consumer Staples | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KOL
4426
DELISTED
VanEck Vectors Coal ETF
KOL
| $434K | ﹤0.01% |
4,716
+110
| +2% | +$10.1K |
|
|
MEMP
4427
DELISTED
Memorial Production Partners LP Common Units
MEMP
| $434K | ﹤0.01% |
228,800
+36,494
| +19% | +$69.2K |
|
4428
Inuvo
INUV
$50.4M
| $433K | ﹤0.01% |
30,969
+8,029
| +35% | +$112K |
|
4429
Superior Group of Companies
SGC
$183M
| $433K | ﹤0.01% |
22,678
-207
| -0.9% | -$3.95K |
|
4430
Puma Biotechnology
PBYI
$219M
| $431K | ﹤0.01% |
14,477
-37,736
| -72% | -$1.12M |
|
|
GRVY
4431
GRAVITY
GRVY
$443M
| $429K | ﹤0.01% |
182,472
+1,194
| +0.7% | +$2.81K |
|
|
CFD
4432
DELISTED
Nuveen Diversified Commodity Fnd
CFD
| $426K | ﹤0.01% |
43,391
+7,090
| +20% | +$69.6K |
|
4433
VanEck Africa Index ETF
AFK
$78.4M
| $423K | ﹤0.01% |
21,106
+2,100
| +11% | +$42.1K |
|
|
ADXS
4434
DELISTED
Advaxis, Inc.
ADXS
| $423K | ﹤0.01% |
3,492
+708
| +25% | +$85.8K |
|
|
NOA
4435
North American Construction
NOA
$405M
| $421K | ﹤0.01% |
149,510
+104,849
| +235% | +$295K |
|
4436
Invesco Active US Real Estate Fund
PSR
$51.9M
| $420K | ﹤0.01% |
5,273
+65
| +1% | +$5.18K |
|
|
ECOM
4437
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $420K | ﹤0.01% |
29,054
+18,723
| +181% | +$271K |
|
4438
LSI Industries
LYTS
$698M
| $419K | ﹤0.01% |
37,808
-87,912
| -70% | -$974K |
|
4439
NN Inc
NNBR
$114M
| $419K | ﹤0.01% |
30,003
+5,660
| +23% | +$79K |
|
4440
Scholastic
SCHL
$683M
| $419K | ﹤0.01% |
10,584
-6,293
| -37% | -$249K |
|
|
MRTX
4441
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $419K | ﹤0.01% |
76,731
+28,528
| +59% | +$156K |
|
|
TUBE
4442
DELISTED
TubeMogul, Inc.
TUBE
| $419K | ﹤0.01% |
35,257
+4,686
| +15% | +$55.7K |
|
4443
Franklin Short Duration US Government ETF
FTSD
$246M
| $417K | ﹤0.01% |
+4,267
| New | +$417K |
|
4444
Lee Enterprises
LEE
$33.5M
| $417K | ﹤0.01% |
21,827
+1,286
| +6% | +$24.6K |
|
4445
Direxion Daily FTSE China Bear 3X Shares
YANG
$150M
| $417K | ﹤0.01% |
100
+36
| +56% | +$150K |
|
4446
Woori Financial
WF
$13.9B
| $416K | ﹤0.01% |
16,761
+6,725
| +67% | +$167K |
|
|
CAF
4447
Morgan Stanley China A Share Fund
CAF
$276M
| $415K | ﹤0.01% |
23,254
+7,114
| +44% | +$127K |
|
|
CHMI
4448
Cherry Hill Mortgage Investment Corp
CHMI
$94.1M
| $414K | ﹤0.01% |
26,587
-16,780
| -39% | -$261K |
|
|
CXH
4449
MFS Investment Grade Municipal Trust
CXH
$64.5M
| $414K | ﹤0.01% |
39,123
+13,263
| +51% | +$140K |
|
4450
Tower Semiconductor
TSEM
$7.58B
| $414K | ﹤0.01% |
33,282
-18,744
| -36% | -$233K |
|