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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4601
KORU Medical Systems
KRMD
$187M
| $1.83M | ﹤0.01% |
394,186
-101,680
| -21% | -$471K |
|
4602
ATN International
ATNI
$239M
| $1.82M | ﹤0.01% |
40,104
+13,673
| +52% | +$622K |
|
4603
Origin Bancorp
OBK
$1.15B
| $1.82M | ﹤0.01% |
42,887
+42,769
| +36,245% | +$1.82M |
|
4604
REX American Resources
REX
$1.02B
| $1.82M | ﹤0.01% |
60,537
+21,003
| +53% | +$631K |
|
4605
FreightCar America
RAIL
$174M
| $1.81M | ﹤0.01% |
305,399
+296,425
| +3,303% | +$1.76M |
|
4606
Curis
CRIS
$21.5M
| $1.81M | ﹤0.01% |
11,216
+10,660
| +1,917% | +$1.72M |
|
4607
Limoneira
LMNR
$277M
| $1.81M | ﹤0.01% |
103,049
+8,536
| +9% | +$150K |
|
4608
Modine Manufacturing
MOD
$8.32B
| $1.8M | ﹤0.01% |
108,610
+93,845
| +636% | +$1.56M |
|
|
VFL
4609
abrdn National Municipal Income Fund
VFL
$127M
| $1.8M | ﹤0.01% |
127,494
+20,130
| +19% | +$285K |
|
|
GLQ
4610
Clough Global Equity Fund
GLQ
$142M
| $1.8M | ﹤0.01% |
122,027
+14,441
| +13% | +$213K |
|
|
ERUS
4611
DELISTED
iShares MSCI Russia ETF
ERUS
| $1.8M | ﹤0.01% |
40,661
-4,055
| -9% | -$180K |
|
|
ASGI
4612
abrdn Global Infrastructure Income Fund
ASGI
$608M
| $1.8M | ﹤0.01% |
84,003
+7,571
| +10% | +$162K |
|
4613
BlackRock New York Municipal Income Trust
BNY
$245M
| $1.8M | ﹤0.01% |
119,142
+49,573
| +71% | +$749K |
|
4614
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$264M
| $1.8M | ﹤0.01% |
+30,387
| New | +$1.8M |
|
4615
FS Bancorp
FSBW
$322M
| $1.8M | ﹤0.01% |
50,398
+5,532
| +12% | +$197K |
|
4616
Battalion Oil
BATL
$17.6M
| $1.79M | ﹤0.01% |
133,518
-531
| -0.4% | -$7.12K |
|
4617
Forrester Research
FORR
$214M
| $1.79M | ﹤0.01% |
38,996
+13,035
| +50% | +$597K |
|
4618
Invesco CurrencyShares Swiss Franc Trust
FXF
$380M
| $1.79M | ﹤0.01% |
18,248
-3,293
| -15% | -$322K |
|
4619
Cytosorbents Corp
CTSO
$58.6M
| $1.78M | ﹤0.01% |
236,123
+35,166
| +17% | +$266K |
|
|
EDF
4620
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$157M
| $1.78M | ﹤0.01% |
208,207
+8,743
| +4% | +$74.7K |
|
|
CLLS
4621
Cellectis
CLLS
$317M
| $1.78M | ﹤0.01% |
114,860
-143,242
| -55% | -$2.22M |
|
|
HZON
4622
DELISTED
Horizon Acquisition Corporation II
HZON
| $1.77M | ﹤0.01% |
181,057
+133,006
| +277% | +$1.3M |
|
4623
iShares MSCI Denmark ETF
EDEN
$193M
| $1.77M | ﹤0.01% |
16,350
+6,382
| +64% | +$690K |
|
4624
iShares US Insurance ETF
IAK
$704M
| $1.77M | ﹤0.01% |
22,813
-487
| -2% | -$37.7K |
|
4625
Thermon Group Holdings
THR
$896M
| $1.76M | ﹤0.01% |
103,391
+102,483
| +11,287% | +$1.75M |
|