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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4451
Nuveen Select Maturities Municipal Fund
NIM
$116M
| $1.84M | ﹤0.01% |
192,047
-4,048
| -2% | -$38.8K |
|
4452
ClearPoint Neuro
CLPT
$323M
| $1.84M | ﹤0.01% |
176,712
+50,416
| +40% | +$525K |
|
4453
SEACOR Marine Holdings
SMHI
$195M
| $1.83M | ﹤0.01% |
227,181
-1,300
| -0.6% | -$10.5K |
|
|
LGTY
4454
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $1.83M | ﹤0.01% |
87,978
+23,347
| +36% | +$487K |
|
4455
Invesco DB Oil Fund
DBO
$229M
| $1.83M | ﹤0.01% |
105,727
+83,831
| +383% | +$1.45M |
|
4456
Origin Bancorp
OBK
$1.15B
| $1.83M | ﹤0.01% |
43,166
-5,445
| -11% | -$230K |
|
|
NTZ
4457
Natuzzi
NTZ
$40.5M
| $1.82M | ﹤0.01% |
165,616
-5,400
| -3% | -$59.4K |
|
4458
Accel Entertainment
ACEL
$939M
| $1.82M | ﹤0.01% |
149,209
+11,728
| +9% | +$143K |
|
4459
VanEck Israel ETF
ISRA
$108M
| $1.81M | ﹤0.01% |
38,992
-2,045
| -5% | -$95K |
|
4460
Noble Corp
NE
$4.76B
| $1.81M | ﹤0.01% |
51,690
+48,220
| +1,390% | +$1.69M |
|
4461
Lyell Immunopharma
LYEL
$243M
| $1.81M | ﹤0.01% |
17,902
-32,185
| -64% | -$3.25M |
|
4462
Manchester United
MANU
$2.61B
| $1.81M | ﹤0.01% |
124,997
+21,595
| +21% | +$312K |
|
|
RMO
4463
DELISTED
Romeo Power, Inc.
RMO
| $1.81M | ﹤0.01% |
1,213,955
+812,013
| +202% | +$1.21M |
|
4464
Flywire
FLYW
$1.66B
| $1.8M | ﹤0.01% |
59,024
-33,899
| -36% | -$1.04M |
|
4465
Amalgamated Financial
AMAL
$865M
| $1.8M | ﹤0.01% |
100,205
-16,482
| -14% | -$296K |
|
4466
First Foundation Inc
FFWM
$491M
| $1.8M | ﹤0.01% |
73,935
-4,260
| -5% | -$103K |
|
4467
First Internet Bancorp
INBK
$220M
| $1.79M | ﹤0.01% |
41,716
+20,225
| +94% | +$870K |
|
4468
Bank of N.T. Butterfield & Son
NTB
$1.91B
| $1.79M | ﹤0.01% |
50,027
-2,756
| -5% | -$98.8K |
|
4469
Tredegar Corp
TG
$284M
| $1.79M | ﹤0.01% |
149,430
-40,674
| -21% | -$488K |
|
|
DCFC
4470
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
| $1.79M | ﹤0.01% |
+892
| New | +$1.79M |
|
4471
Omega Flex
OFLX
$354M
| $1.79M | ﹤0.01% |
13,770
-1,404
| -9% | -$182K |
|
4472
iShares MSCI Philippines ETF
EPHE
$106M
| $1.79M | ﹤0.01% |
57,408
+46,677
| +435% | +$1.45M |
|
4473
Immersion
IMMR
$239M
| $1.78M | ﹤0.01% |
320,444
-168,480
| -34% | -$937K |
|
4474
Malibu Boats
MBUU
$642M
| $1.78M | ﹤0.01% |
30,650
-7,324
| -19% | -$425K |
|
4475
Universal Electronics
UEIC
$62.7M
| $1.77M | ﹤0.01% |
56,770
-21,140
| -27% | -$660K |
|