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 Russell 2000 ETF
IWM
|
+$878M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$763M |
| 3 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$360M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$355M |
| 5 |
Workday
WDAY
|
+$345M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$434M |
| 3 |
Akamai
AKAM
|
+$392M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$370M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$340M |
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Financials | 8.54% |
| 3 | Healthcare | 8.22% |
| 4 | Energy | 7.4% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4576
Titan Machinery
TITN
$454M
| $457K | ﹤0.01% |
27,742
+12,263
| +79% | +$202K |
|
|
TESS
4577
DELISTED
Tessco Technologies Inc
TESS
| $457K | ﹤0.01% |
14,393
+1,950
| +16% | +$61.9K |
|
|
VWTR
4578
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $457K | ﹤0.01% |
19,249
-6,718
| -26% | -$159K |
|
4579
Geron
GERN
$829M
| $456K | ﹤0.01% |
150,296
+30,498
| +25% | +$92.5K |
|
4580
Genesco
GCO
$375M
| $455K | ﹤0.01% |
5,543
-1,402
| -20% | -$115K |
|
|
NYNY
4581
DELISTED
Empire Resorts, Inc.
NYNY
| $455K | ﹤0.01% |
12,715
-3,539
| -22% | -$127K |
|
4582
VanEck Emerging Markets High Yield Bond ETF
HYEM
$430M
| $453K | ﹤0.01% |
17,134
+2,018
| +13% | +$53.4K |
|
|
ININ
4583
DELISTED
Interactive Intelligence Group, inc.
ININ
| $453K | ﹤0.01% |
8,074
-1,078
| -12% | -$60.5K |
|
4584
iShares GNMA Bond ETF
GNMA
$372M
| $452K | ﹤0.01% |
9,055
-7,232
| -44% | -$361K |
|
|
CRBQ
4585
DELISTED
ALPS ETF TR GLOBAL COMMODITY EQUITY ETF (DE)
CRBQ
| $452K | ﹤0.01% |
9,750
-563
| -5% | -$26.1K |
|
|
RNA
4586
DELISTED
PROSENSA HLDGS N V ORD SHS (NLD)
RNA
| $452K | ﹤0.01% |
35,832
+13,695
| +62% | +$173K |
|
|
PRGN
4587
DELISTED
PARAGON SHIPPING INC CL A NEW (MHL)
PRGN
| $451K | ﹤0.01% |
2,007
-739
| -27% | -$166K |
|
|
HNW
4588
Pioneer Diversified High Income Fund
HNW
$107M
| $450K | ﹤0.01% |
21,268
-3,392
| -14% | -$71.8K |
|
4589
M/I Homes
MHO
$4.02B
| $450K | ﹤0.01% |
18,531
+12,219
| +194% | +$297K |
|
4590
Amtech Systems
ASYS
$128M
| $447K | ﹤0.01% |
36,553
+10,434
| +40% | +$128K |
|
4591
Dawson Geophysical
DWSN
$50.9M
| $447K | ﹤0.01% |
28,635
-23,381
| -45% | -$365K |
|
4592
ProShares Ultra Technology
ROM
$812M
| $447K | ﹤0.01% |
108,672
+77,024
| +243% | +$317K |
|
|
BPTH
4593
DELISTED
Bio-Path Holdings Inc
BPTH
| $447K | ﹤0.01% |
37
+35
| +1,750% | +$423K |
|
4594
Braskem
BAK
$1.37B
| $446K | ﹤0.01% |
34,775
-163,992
| -83% | -$2.1M |
|
4595
Simmons First National
SFNC
$2.9B
| $446K | ﹤0.01% |
22,648
-17,242
| -43% | -$340K |
|
|
FVL
4596
DELISTED
First TrustValue Line 100 Exchange-Traded
FVL
| $446K | ﹤0.01% |
21,852
+8,183
| +60% | +$167K |
|
4597
Aramark
ARMK
$9.93B
| $445K | ﹤0.01% |
23,826
-402,487
| -94% | -$7.52M |
|
4598
Digimarc
DMRC
$228M
| $445K | ﹤0.01% |
13,668
-5,968
| -30% | -$194K |
|
|
SPNC
4599
DELISTED
Spectranetics Corp
SPNC
| $444K | ﹤0.01% |
19,422
-5,332
| -22% | -$122K |
|
4600
Heidrick & Struggles
HSII
$1.05B
| $443K | ﹤0.01% |
23,981
-6,938
| -22% | -$128K |
|