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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4526
PLAYSTUDIOS Inc
MYPS
$125M
| $1.27M | ﹤0.01% |
399,176
+6,670
| +2% | +$21.2K |
|
4527
Tejon Ranch
TRC
$437M
| $1.27M | ﹤0.01% |
78,181
+9,351
| +14% | +$152K |
|
4528
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$140M
| $1.27M | ﹤0.01% |
16,348
+14,704
| +894% | +$1.14M |
|
4529
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$182M
| $1.26M | ﹤0.01% |
44,531
+849
| +2% | +$24.1K |
|
4530
Cogent Biosciences
COGT
$1.67B
| $1.26M | ﹤0.01% |
129,499
-42,676
| -25% | -$416K |
|
4531
KVH Industries
KVHI
$109M
| $1.26M | ﹤0.01% |
247,397
+215,248
| +670% | +$1.1M |
|
|
SVM
4532
Silvercorp Metals
SVM
$1.14B
| $1.26M | ﹤0.01% |
535,965
-204,582
| -28% | -$481K |
|
4533
Altimmune
ALT
$334M
| $1.26M | ﹤0.01% |
484,058
-596,540
| -55% | -$1.55M |
|
|
JHS
4534
John Hancock Income Securities Trust
JHS
$136M
| $1.26M | ﹤0.01% |
122,491
+10,511
| +9% | +$108K |
|
4535
P10
PX
$1.32B
| $1.25M | ﹤0.01% |
107,655
+448
| +0.4% | +$5.22K |
|
4536
Breakwave Dry Bulk Shipping ETF
BDRY
$52.6M
| $1.25M | ﹤0.01% |
228,404
-327,816
| -59% | -$1.8M |
|
|
SJT
4537
San Juan Basin Royalty Trust
SJT
$268M
| $1.25M | ﹤0.01% |
180,738
+13,610
| +8% | +$94.3K |
|
4538
Mersana Therapeutics
MRSN
$36.2M
| $1.25M | ﹤0.01% |
39,441
+8,861
| +29% | +$281K |
|
4539
FRP Holdings
FRPH
$468M
| $1.25M | ﹤0.01% |
46,246
-1,720
| -4% | -$46.4K |
|
4540
NextNav
NN
$2.27B
| $1.25M | ﹤0.01% |
242,261
-31,601
| -12% | -$162K |
|
|
ARMN
4541
Aris Mining
ARMN
$1.92B
| $1.25M | ﹤0.01% |
+548,469
| New | +$1.25M |
|
4542
Expensify
EXFY
$181M
| $1.24M | ﹤0.01% |
382,952
-130,660
| -25% | -$425K |
|
4543
Franklin FTSE Brazil ETF
FLBR
$226M
| $1.24M | ﹤0.01% |
67,522
+1,333
| +2% | +$24.5K |
|
4544
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$112M
| $1.24M | ﹤0.01% |
39,258
-2,801
| -7% | -$88.5K |
|
4545
Clover Health Investments
CLOV
$1.55B
| $1.24M | ﹤0.01% |
1,147,296
-517,357
| -31% | -$559K |
|
4546
Applied Optoelectronics
AAOI
$1.81B
| $1.23M | ﹤0.01% |
112,514
+60,092
| +115% | +$659K |
|
|
MAGN
4547
Magnera Corp
MAGN
$397M
| $1.23M | ﹤0.01% |
47,449
-31,609
| -40% | -$822K |
|
4548
Hallador Energy
HNRG
$838M
| $1.23M | ﹤0.01% |
85,487
+25,537
| +43% | +$368K |
|
4549
Global X MSCI China Consumer Discretionary ETF
CHIQ
$253M
| $1.23M | ﹤0.01% |
66,981
-1,530
| -2% | -$28.2K |
|
|
VFL
4550
abrdn National Municipal Income Fund
VFL
$127M
| $1.23M | ﹤0.01% |
143,126
+4,419
| +3% | +$38K |
|