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 |
Microsoft
MSFT
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4601
Mid Penn Bancorp
MPB
$721M
| $3.01M | ﹤0.01% |
124,154
+73,400
| +145% | +$1.78M |
|
|
EMF
4602
Templeton Emerging Markets Fund
EMF
$248M
| $3.01M | ﹤0.01% |
257,824
+72,893
| +39% | +$851K |
|
4603
Domo
DOMO
$745M
| $3.01M | ﹤0.01% |
292,486
+199,415
| +214% | +$2.05M |
|
4604
InflaRx
IFRX
$90.8M
| $3.01M | ﹤0.01% |
1,845,642
+1,211,522
| +191% | +$1.97M |
|
4605
Comtech Telecommunications
CMTL
$66.1M
| $3.01M | ﹤0.01% |
356,550
+229,826
| +181% | +$1.94M |
|
4606
BlackRock Long-Term Municipal Advantage Trust
BTA
$131M
| $3.01M | ﹤0.01% |
293,752
+161,021
| +121% | +$1.65M |
|
4607
Blue Foundry Bancorp
BLFY
$196M
| $3M | ﹤0.01% |
310,742
+213,189
| +219% | +$2.06M |
|
|
DRD
4608
DRDGold
DRD
$2.21B
| $3M | ﹤0.01% |
376,786
+349,928
| +1,303% | +$2.78M |
|
4609
Invesco DB Base Metals Fund
DBB
$125M
| $2.99M | ﹤0.01% |
163,496
+75,245
| +85% | +$1.38M |
|
4610
iHeartMedia
IHRT
$455M
| $2.98M | ﹤0.01% |
1,117,870
+576,516
| +106% | +$1.54M |
|
4611
iShares MSCI Brazil Small-Cap ETF
EWZS
$189M
| $2.97M | ﹤0.01% |
197,036
+188,296
| +2,154% | +$2.84M |
|
4612
European Wax Center
EWCZ
$173M
| $2.96M | ﹤0.01% |
218,018
+167,090
| +328% | +$2.27M |
|
4613
FiscalNote
NOTE
$63.1M
| $2.96M | ﹤0.01% |
216,481
+169,893
| +365% | +$2.32M |
|
4614
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$96.3M
| $2.96M | ﹤0.01% |
67,150
+51,398
| +326% | +$2.27M |
|
4615
Aldeyra Therapeutics
ALDX
$296M
| $2.95M | ﹤0.01% |
840,136
+591,021
| +237% | +$2.07M |
|
4616
Erasca
ERAS
$522M
| $2.95M | ﹤0.01% |
1,383,628
+634,973
| +85% | +$1.35M |
|
4617
iShares Russell 2500 ETF
SMMD
$1.71B
| $2.94M | ﹤0.01% |
47,812
+25,995
| +119% | +$1.6M |
|
|
MACK
4618
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $2.94M | ﹤0.01% |
219,076
+125,899
| +135% | +$1.69M |
|
|
VNET
4619
VNET Group
VNET
$2.59B
| $2.93M | ﹤0.01% |
1,019,608
+688,463
| +208% | +$1.98M |
|
4620
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
$78.3M
| $2.93M | ﹤0.01% |
69,722
+40,032
| +135% | +$1.68M |
|
4621
Silicom
SILC
$96M
| $2.92M | ﹤0.01% |
161,198
+103,233
| +178% | +$1.87M |
|
4622
Ocular Therapeutix
OCUL
$2.11B
| $2.88M | ﹤0.01% |
646,310
+399,885
| +162% | +$1.78M |
|
4623
Design Therapeutics
DSGN
$345M
| $2.88M | ﹤0.01% |
1,086,962
+726,704
| +202% | +$1.93M |
|
4624
Parke Bancorp
PKBK
$261M
| $2.87M | ﹤0.01% |
141,590
+92,143
| +186% | +$1.87M |
|
4625
Big 5 Sporting Goods
BGFV
$31.4M
| $2.85M | ﹤0.01% |
449,206
+258,073
| +135% | +$1.64M |
|