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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4601
Intercorp Financial Services
IFS
$4.4B
| $1.46M | ﹤0.01% |
42,137
+2,582
| +7% | +$89.2K |
|
|
DOYU
4602
DouYu International Holdings
DOYU
$233M
| $1.46M | ﹤0.01% |
70,044
+39,514
| +129% | +$821K |
|
4603
Angi Inc
ANGI
$803M
| $1.45M | ﹤0.01% |
25,633
+12,486
| +95% | +$708K |
|
4604
Millicom
TIGO
$8.03B
| $1.45M | ﹤0.01% |
57,623
+23,568
| +69% | +$594K |
|
|
KNDI
4605
Kandi Technologies Group
KNDI
$113M
| $1.45M | ﹤0.01% |
452,751
+199,517
| +79% | +$638K |
|
4606
Berry Corp
BRY
$317M
| $1.44M | ﹤0.01% |
140,003
+15,123
| +12% | +$156K |
|
4607
VolitionRX
VNRX
$67.2M
| $1.44M | ﹤0.01% |
479,398
+9,845
| +2% | +$29.6K |
|
|
NXG
4608
NXG NextGen Infrastructure Income Fund
NXG
$204M
| $1.44M | ﹤0.01% |
32,196
+448
| +1% | +$20K |
|
4609
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$181M
| $1.44M | ﹤0.01% |
45,976
-1,392
| -3% | -$43.5K |
|
4610
Holley
HLLY
$411M
| $1.43M | ﹤0.01% |
103,074
+73,323
| +246% | +$1.02M |
|
4611
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.01B
| $1.43M | ﹤0.01% |
74,376
+3,600
| +5% | +$69.3K |
|
4612
Teucrium Corn Fund
CORN
$49.2M
| $1.43M | ﹤0.01% |
52,477
-15,338
| -23% | -$417K |
|
|
SRTAW
4613
Strata Critical Medical, Inc. Warrants
SRTAW
$3.4M
| $1.42M | ﹤0.01% |
700,000
| – | – |
|
|
ENZ
4614
DELISTED
Enzo Biochem, Inc.
ENZ
| $1.42M | ﹤0.01% |
488,175
+469,272
| +2,483% | +$1.36M |
|
4615
Chemung Financial Corp
CHMG
$258M
| $1.41M | ﹤0.01% |
30,241
+116
| +0.4% | +$5.41K |
|
4616
Maxeon Solar Technologies
MAXN
$63.2M
| $1.41M | ﹤0.01% |
975
-152
| -13% | -$220K |
|
|
AMBR
4617
Amber International Holding Limited American Depositary Shares
AMBR
$389M
| $1.41M | ﹤0.01% |
119,346
+83,030
| +229% | +$980K |
|
4618
WisdomTree US Multifactor Fund
USMF
$426M
| $1.41M | ﹤0.01% |
34,312
+13,785
| +67% | +$565K |
|
4619
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$87.6M
| $1.4M | ﹤0.01% |
56,720
+41,173
| +265% | +$1.02M |
|
4620
SelectQuote
SLQT
$356M
| $1.39M | ﹤0.01% |
499,318
-815,349
| -62% | -$2.27M |
|
4621
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$378M
| $1.39M | ﹤0.01% |
14,856
+482
| +3% | +$45.1K |
|
4622
Riskified
RSKD
$742M
| $1.39M | ﹤0.01% |
230,211
+166,925
| +264% | +$1.01M |
|
4623
Invesco CurrencyShares Canadian Dollar Trust
FXC
$92.1M
| $1.39M | ﹤0.01% |
17,739
-6,863
| -28% | -$537K |
|
4624
Northeast Bank
NBN
$968M
| $1.39M | ﹤0.01% |
40,671
+3,923
| +11% | +$134K |
|
4625
Invesco S&P 500 Enhanced Value ETF
SPVU
$111M
| $1.39M | ﹤0.01% |
30,963
+7,601
| +33% | +$340K |
|