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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NNDM
4451
Nano Dimension
NNDM
$304M
| $2.58M | ﹤0.01% |
1,590,396
+381,145
| +32% | +$617K |
|
4452
Monte Rosa Therapeutics
GLUE
$391M
| $2.57M | ﹤0.01% |
570,450
+148,360
| +35% | +$669K |
|
4453
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$179M
| $2.57M | ﹤0.01% |
119,599
+14,774
| +14% | +$318K |
|
4454
Global X Millennial Consumer ETF
MILN
$130M
| $2.57M | ﹤0.01% |
52,638
+1,018
| +2% | +$49.7K |
|
4455
Dianthus Therapeutics
DNTH
$1.46B
| $2.57M | ﹤0.01% |
137,849
+58,681
| +74% | +$1.09M |
|
|
HPF
4456
John Hancock Preferred Income Fund II
HPF
$364M
| $2.56M | ﹤0.01% |
162,166
+31,399
| +24% | +$496K |
|
4457
TMC The Metals Company
TMC
$2.35B
| $2.56M | ﹤0.01% |
387,850
+275,129
| +244% | +$1.82M |
|
4458
Waterstone Financial
WSBF
$283M
| $2.56M | ﹤0.01% |
185,140
+2,861
| +2% | +$39.5K |
|
4459
LSI Industries
LYTS
$713M
| $2.54M | ﹤0.01% |
149,454
+17,340
| +13% | +$295K |
|
4460
Immunic
IMUX
$83.4M
| $2.53M | ﹤0.01% |
3,628,528
+3,060,916
| +539% | +$2.13M |
|
|
KBDC
4461
Kayne Anderson BDC
KBDC
$1.01B
| $2.52M | ﹤0.01% |
165,415
+62,546
| +61% | +$954K |
|
4462
Varex Imaging
VREX
$510M
| $2.52M | ﹤0.01% |
290,432
-180,324
| -38% | -$1.56M |
|
4463
Granite Ridge Resources
GRNT
$709M
| $2.52M | ﹤0.01% |
394,976
+185,121
| +88% | +$1.18M |
|
4464
Taboola.com
TBLA
$1.04B
| $2.51M | ﹤0.01% |
686,131
-93,261
| -12% | -$341K |
|
4465
Opendoor
OPEN
$7.04B
| $2.51M | ﹤0.01% |
4,707,813
-3,809,708
| -45% | -$2.03M |
|
4466
Cardiff Oncology
CRDF
$136M
| $2.51M | ﹤0.01% |
795,746
+97,218
| +14% | +$306K |
|
4467
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$595M
| $2.5M | ﹤0.01% |
43,967
-2,412
| -5% | -$137K |
|
4468
First Internet Bancorp
INBK
$210M
| $2.5M | ﹤0.01% |
92,783
-16,578
| -15% | -$446K |
|
4469
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.73B
| $2.49M | ﹤0.01% |
130,121
-1,965
| -1% | -$37.6K |
|
|
API
4470
Agora
API
$349M
| $2.49M | ﹤0.01% |
652,829
+256,313
| +65% | +$977K |
|
|
LAND
4471
Gladstone Land Corp
LAND
$335M
| $2.48M | ﹤0.01% |
244,079
-108,005
| -31% | -$1.1M |
|
|
RMMZ
4472
RiverNorth Managed Duration Municipal Income Fund II
RMMZ
$126M
| $2.47M | ﹤0.01% |
175,894
-7,834
| -4% | -$110K |
|
4473
HarborOne Bancorp
HONE
$579M
| $2.46M | ﹤0.01% |
211,012
-56,903
| -21% | -$665K |
|
4474
Consensus Cloud Solutions
CCSI
$550M
| $2.46M | ﹤0.01% |
106,609
+37,236
| +54% | +$859K |
|
4475
W&T Offshore
WTI
$261M
| $2.45M | ﹤0.01% |
1,487,595
+872,744
| +142% | +$1.44M |
|