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
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4626
Safe Bulkers
SB
$464M
| $1.07M | ﹤0.01% |
331,757
+51,864
| +19% | +$168K |
|
4627
Bar Harbor Bankshares
BHB
$520M
| $1.07M | ﹤0.01% |
45,314
-3,065
| -6% | -$72.4K |
|
4628
Carter Bankshares
CARE
$448M
| $1.07M | ﹤0.01% |
85,379
-29,275
| -26% | -$367K |
|
4629
Natural Alternatives International
NAII
$19.3M
| $1.07M | ﹤0.01% |
164,550
+4,650
| +3% | +$30.2K |
|
4630
Codere Online
CDRO
$317M
| $1.07M | ﹤0.01% |
354,000
| – | – |
|
4631
Planet Labs
PL
$3.42B
| $1.06M | ﹤0.01% |
409,551
-165,826
| -29% | -$431K |
|
4632
ALPS O'Shares Global Internet Giants ETF
OGIG
$169M
| $1.06M | ﹤0.01% |
34,403
-1,226
| -3% | -$37.9K |
|
4633
Gladstone Investment Corp
GAIN
$539M
| $1.06M | ﹤0.01% |
83,259
-3,903
| -4% | -$49.7K |
|
|
WHWK
4634
Whitehawk Therapeutics
WHWK
$90.5M
| $1.06M | ﹤0.01% |
219,143
+121,434
| +124% | +$588K |
|
4635
Veralto
VLTO
$26.5B
| $1.06M | ﹤0.01% |
+12,516
| New | +$1.06M |
|
4636
Graham Corp
GHM
$589M
| $1.05M | ﹤0.01% |
63,405
+5,394
| +9% | +$89.5K |
|
4637
Invesco CurrencyShares British Pound Sterling Trust
FXB
$90.7M
| $1.05M | ﹤0.01% |
8,947
+885
| +11% | +$104K |
|
|
AD
4638
Array Digital Infrastructure
AD
$4.18B
| $1.05M | ﹤0.01% |
24,464
-48,871
| -67% | -$2.1M |
|
|
CLPR
4639
Clipper Realty
CLPR
$66.4M
| $1.05M | ﹤0.01% |
201,961
-12,348
| -6% | -$64K |
|
4640
Clarus
CLAR
$142M
| $1.05M | ﹤0.01% |
138,341
+18,980
| +16% | +$143K |
|
4641
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.86B
| $1.04M | ﹤0.01% |
67,445
-3,126
| -4% | -$48.4K |
|
4642
Summit Therapeutics
SMMT
$14B
| $1.04M | ﹤0.01% |
555,336
-36,650
| -6% | -$68.5K |
|
|
VNET
4643
VNET Group
VNET
$2.59B
| $1.04M | ﹤0.01% |
331,145
-310,094
| -48% | -$971K |
|
4644
Carnival PLC
CUK
$36.3B
| $1.04M | ﹤0.01% |
84,578
-22,203
| -21% | -$272K |
|
4645
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
| $1.04M | ﹤0.01% |
21,054
+14,494
| +221% | +$713K |
|
4646
Direxion Daily Financial Bull 3x Shares
FAS
$2.82B
| $1.04M | ﹤0.01% |
17,617
+1,675
| +11% | +$98.4K |
|
4647
ACNB Corp
ACNB
$473M
| $1.03M | ﹤0.01% |
32,648
+10,885
| +50% | +$344K |
|
|
BSMN
4648
DELISTED
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
| $1.03M | ﹤0.01% |
41,156
-18,540
| -31% | -$464K |
|
4649
ProShares Ultra Bloomberg Crude Oil
UCO
$350M
| $1.03M | ﹤0.01% |
29,169
-3,760
| -11% | -$133K |
|
4650
EVgo
EVGO
$599M
| $1.03M | ﹤0.01% |
303,339
+13,718
| +5% | +$46.4K |
|