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 | |
|---|---|---|---|---|---|---|
4651
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$105M
| $1.34M | ﹤0.01% |
28,524
-372
| -1% | -$17.5K |
|
4652
GoHealth
GOCO
$77.7M
| $1.34M | ﹤0.01% |
75,848
-80,559
| -52% | -$1.43M |
|
4653
Dimensional US Equity ETF
DFUS
$17B
| $1.34M | ﹤0.01% |
27,271
+11,629
| +74% | +$570K |
|
4654
Hagerty
HGTY
$1.29B
| $1.33M | ﹤0.01% |
123,522
+76,968
| +165% | +$831K |
|
|
ECOM
4655
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $1.33M | ﹤0.01% |
80,277
+44,945
| +127% | +$745K |
|
4656
Aris Water Solutions
ARIS
$792M
| $1.33M | ﹤0.01% |
73,141
+3,579
| +5% | +$65.1K |
|
4657
SPDR Bloomberg International Corporate Bond ETF
IBND
$458M
| $1.33M | ﹤0.01% |
41,679
-14,773
| -26% | -$471K |
|
4658
Offerpad Solutions
OPAD
$130M
| $1.33M | ﹤0.01% |
17,615
+1,259
| +8% | +$95K |
|
|
PYCR
4659
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $1.33M | ﹤0.01% |
45,641
-268,645
| -85% | -$7.82M |
|
4660
Arq
ARQ
$299M
| $1.33M | ﹤0.01% |
213,455
-36,912
| -15% | -$230K |
|
4661
Allot
ALLT
$448M
| $1.32M | ﹤0.01% |
163,469
-65,258
| -29% | -$529K |
|
4662
Compañía de Minas Buenaventura
BVN
$5.08B
| $1.32M | ﹤0.01% |
131,359
-23,638
| -15% | -$238K |
|
|
HTLF
4663
DELISTED
Heartland Financial USA, Inc.
HTLF
| $1.32M | ﹤0.01% |
27,492
-31,878
| -54% | -$1.53M |
|
|
LMDX
4664
DELISTED
LumiraDx Limited Common Shares
LMDX
| $1.32M | ﹤0.01% |
219,212
+40,256
| +22% | +$242K |
|
4665
Argan
AGX
$3.59B
| $1.32M | ﹤0.01% |
32,412
-37,886
| -54% | -$1.54M |
|
4666
Mitek Systems
MITK
$473M
| $1.32M | ﹤0.01% |
89,737
-956
| -1% | -$14K |
|
4667
Hudson Technologies
HDSN
$446M
| $1.31M | ﹤0.01% |
211,649
+11,298
| +6% | +$70.1K |
|
4668
Arhaus
ARHS
$1.59B
| $1.31M | ﹤0.01% |
153,927
+38,819
| +34% | +$330K |
|
|
ROOF
4669
DELISTED
NYLI CBRE NextGen Real Estate ETF
ROOF
| $1.31M | ﹤0.01% |
49,733
-3,354
| -6% | -$88.3K |
|
4670
GeoPark
GPRK
$323M
| $1.3M | ﹤0.01% |
87,311
+19,394
| +29% | +$290K |
|
4671
Park Aerospace
PKE
$393M
| $1.3M | ﹤0.01% |
99,773
+14,963
| +18% | +$195K |
|
4672
American Century Diversified Municipal Bond ETF
TAXF
$515M
| $1.3M | ﹤0.01% |
25,202
-3,447
| -12% | -$178K |
|
4673
ANI Pharmaceuticals
ANIP
$2.11B
| $1.3M | ﹤0.01% |
46,254
+3,252
| +8% | +$91.4K |
|
|
ZEPP
4674
Zepp Health
ZEPP
$667M
| $1.3M | ﹤0.01% |
112,773
+7,056
| +7% | +$81.3K |
|
4675
CEMIG Preferred Shares
CIG
$5.98B
| $1.3M | ﹤0.01% |
681,158
+269,685
| +66% | +$514K |
|