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
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4576
Boston Omaha
BOC
$423M
| $1.93M | ﹤0.01% |
129,531
+22,356
| +21% | +$332K |
|
4577
iShares Core Dividend ETF
DIVB
$984M
| $1.93M | ﹤0.01% |
39,745
+17,441
| +78% | +$845K |
|
4578
Lands' End
LE
$486M
| $1.92M | ﹤0.01% |
111,374
-635
| -0.6% | -$11K |
|
4579
Virgin Galactic
SPCE
$189M
| $1.92M | ﹤0.01% |
314,536
-4,313
| -1% | -$26.3K |
|
4580
Absci
ABSI
$396M
| $1.92M | ﹤0.01% |
501,706
+368,530
| +277% | +$1.41M |
|
4581
Global X MSCI Greece ETF
GREK
$308M
| $1.92M | ﹤0.01% |
44,373
-2,658
| -6% | -$115K |
|
4582
Motorcar Parts of America
MPAA
$321M
| $1.91M | ﹤0.01% |
258,546
-3,427
| -1% | -$25.3K |
|
4583
IBEX
IBEX
$555M
| $1.91M | ﹤0.01% |
95,588
+34,351
| +56% | +$686K |
|
|
GNT
4584
GAMCO Natural Resources, Gold & Income Trust
GNT
$111M
| $1.91M | ﹤0.01% |
324,841
+8,412
| +3% | +$49.4K |
|
4585
Afya
AFYA
$1.45B
| $1.91M | ﹤0.01% |
111,679
-92,558
| -45% | -$1.58M |
|
4586
Karooooo
KARO
$1.74B
| $1.9M | ﹤0.01% |
47,868
+5,407
| +13% | +$214K |
|
4587
HUTCHMED
HCM
$3B
| $1.89M | ﹤0.01% |
96,791
+12,954
| +15% | +$253K |
|
4588
TruBridge
TBRG
$322M
| $1.89M | ﹤0.01% |
157,969
-16,241
| -9% | -$194K |
|
4589
Caledonia Mining Corp
CMCL
$614M
| $1.89M | ﹤0.01% |
126,209
+49,405
| +64% | +$739K |
|
4590
Innodata
INOD
$2.28B
| $1.89M | ﹤0.01% |
112,503
+75,807
| +207% | +$1.27M |
|
4591
Redwire
RDW
$1.18B
| $1.89M | ﹤0.01% |
274,395
+36,965
| +16% | +$254K |
|
4592
Chemung Financial Corp
CHMG
$254M
| $1.88M | ﹤0.01% |
39,198
+6,630
| +20% | +$318K |
|
|
CIZ
4593
DELISTED
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
| $1.88M | ﹤0.01% |
56,798
-4,382
| -7% | -$145K |
|
|
SBI
4594
Western Asset Intermediate Muni Fund
SBI
$111M
| $1.88M | ﹤0.01% |
228,743
-1,505
| -0.7% | -$12.3K |
|
4595
Nuveen Mortgage and Income Fund
JLS
$104M
| $1.87M | ﹤0.01% |
101,330
+5,246
| +5% | +$96.7K |
|
4596
Immatics
IMTX
$793M
| $1.87M | ﹤0.01% |
163,571
-160,870
| -50% | -$1.84M |
|
4597
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$81.2M
| $1.87M | ﹤0.01% |
54,722
-4,637
| -8% | -$158K |
|
4598
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$53.6M
| $1.86M | ﹤0.01% |
46,051
+14,299
| +45% | +$578K |
|
4599
Vishay Precision Group
VPG
$445M
| $1.86M | ﹤0.01% |
71,758
-33,664
| -32% | -$872K |
|
4600
Falcon's Beyond
FBYD
$592M
| $1.86M | ﹤0.01% |
224,981
-9,097
| -4% | -$75.1K |
|