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 | |
|---|---|---|---|---|---|---|
4426
iShares US Insurance ETF
IAK
$704M
| $2.16M | ﹤0.01% |
25,854
+3,251
| +14% | +$272K |
|
4427
Rocket Lab Corp
RKLB
$23.1B
| $2.16M | ﹤0.01% |
175,908
-10,679
| -6% | -$131K |
|
|
MFM
4428
MFS Municipal Income Trust
MFM
$221M
| $2.16M | ﹤0.01% |
308,190
+26,740
| +10% | +$187K |
|
|
BFX
4429
DELISTED
BowFlex Inc.
BFX
| $2.16M | ﹤0.01% |
351,774
+25,554
| +8% | +$157K |
|
4430
Cadre Holdings
CDRE
$1.37B
| $2.16M | ﹤0.01% |
+84,787
| New | +$2.16M |
|
4431
Pulmonx
LUNG
$68.9M
| $2.15M | ﹤0.01% |
67,049
+48,171
| +255% | +$1.55M |
|
4432
Equity Bancshares
EQBK
$807M
| $2.15M | ﹤0.01% |
63,231
+19,374
| +44% | +$658K |
|
4433
A10 Networks
ATEN
$1.31B
| $2.14M | ﹤0.01% |
128,988
-247,465
| -66% | -$4.1M |
|
|
ZEPP
4434
Zepp Health
ZEPP
$690M
| $2.14M | ﹤0.01% |
105,717
+78,718
| +292% | +$1.59M |
|
4435
REX American Resources
REX
$1.01B
| $2.13M | ﹤0.01% |
66,507
+4,914
| +8% | +$157K |
|
4436
Nuveen Arizona Quality Municipal Income Fund
NAZ
$135M
| $2.12M | ﹤0.01% |
132,747
+5,520
| +4% | +$88.3K |
|
4437
Kimball Electronics
KE
$765M
| $2.12M | ﹤0.01% |
97,479
+59,128
| +154% | +$1.29M |
|
4438
York Water
YORW
$442M
| $2.12M | ﹤0.01% |
42,612
-4,033
| -9% | -$201K |
|
4439
Cooper-Standard Automotive
CPS
$670M
| $2.12M | ﹤0.01% |
94,385
-106,618
| -53% | -$2.39M |
|
|
IPOF
4440
DELISTED
Social Capital Hedosophia Holdings Corp. VI
IPOF
| $2.11M | ﹤0.01% |
207,174
-34,776
| -14% | -$355K |
|
4441
Ribbon Communications
RBBN
$685M
| $2.11M | ﹤0.01% |
348,866
+227,152
| +187% | +$1.37M |
|
|
SP
4442
DELISTED
SP Plus Corporation
SP
| $2.11M | ﹤0.01% |
74,841
-81,008
| -52% | -$2.28M |
|
4443
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$366M
| $2.11M | ﹤0.01% |
57,345
+8,002
| +16% | +$294K |
|
4444
Hooker Furnishings Corp
HOFT
$114M
| $2.11M | ﹤0.01% |
90,612
+20,155
| +29% | +$469K |
|
|
SVM
4445
Silvercorp Metals
SVM
$1.14B
| $2.11M | ﹤0.01% |
560,557
-254,028
| -31% | -$955K |
|
|
GTH
4446
DELISTED
Genetron Holdings Limited ADS
GTH
| $2.11M | ﹤0.01% |
115,126
-6,708
| -6% | -$123K |
|
|
EBTC
4447
DELISTED
Enterprise Bancorp
EBTC
| $2.11M | ﹤0.01% |
46,860
+4,464
| +11% | +$201K |
|
4448
Inotiv
NOTV
$47.1M
| $2.1M | ﹤0.01% |
50,024
+30,976
| +163% | +$1.3M |
|
|
VIRX
4449
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
| $2.1M | ﹤0.01% |
576,077
+544,576
| +1,729% | +$1.99M |
|
4450
Veritone
VERI
$367M
| $2.1M | ﹤0.01% |
93,457
-33,051
| -26% | -$743K |
|