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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4651
Amplify Mobile Payments ETF
IPAY
$274M
| $1.4M | ﹤0.01% |
35,865
-561
| -2% | -$22K |
|
|
CCEC
4652
Capital Clean Energy Carriers
CCEC
$1.29B
| $1.4M | ﹤0.01% |
92,668
-42,806
| -32% | -$649K |
|
|
SKE
4653
Skeena Resources
SKE
$2.07B
| $1.4M | ﹤0.01% |
265,203
+107,422
| +68% | +$568K |
|
4654
TherapeuticsMD
TXMD
$12.4M
| $1.4M | ﹤0.01% |
140,947
-4,193
| -3% | -$41.7K |
|
4655
Tonix Pharmaceuticals
TNXP
$233M
| $1.4M | ﹤0.01% |
44
+43
| +4,300% | +$1.37M |
|
4656
IonQ
IONQ
$22.8B
| $1.4M | ﹤0.01% |
319,975
-580,746
| -64% | -$2.54M |
|
4657
Nuveen Variable Rate Preferred & Income Fund
NPFD
$481M
| $1.4M | ﹤0.01% |
75,946
+75,446
| +15,089% | +$1.39M |
|
4658
Telesat
TSAT
$364M
| $1.4M | ﹤0.01% |
125,052
+86,410
| +224% | +$965K |
|
4659
Arcellx
ACLX
$4.31B
| $1.4M | ﹤0.01% |
77,143
+76,105
| +7,332% | +$1.38M |
|
4660
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.48B
| $1.39M | ﹤0.01% |
65,022
+60,218
| +1,253% | +$1.29M |
|
4661
Guaranty Bancshares
GNTY
$566M
| $1.39M | ﹤0.01% |
38,395
+8,792
| +30% | +$319K |
|
|
SPPI
4662
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $1.39M | ﹤0.01% |
1,783,093
+125,821
| +8% | +$98.1K |
|
4663
Cognyte Software
CGNT
$614M
| $1.39M | ﹤0.01% |
326,908
+69,942
| +27% | +$297K |
|
4664
Columbia Multi-Sector Municipal Income ETF
MUST
$485M
| $1.39M | ﹤0.01% |
68,799
+31,894
| +86% | +$643K |
|
|
EQRX
4665
DELISTED
EQRx, Inc. Common Stock
EQRX
| $1.39M | ﹤0.01% |
295,621
+260,811
| +749% | +$1.22M |
|
4666
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$108M
| $1.38M | ﹤0.01% |
117,215
+1,616
| +1% | +$19.1K |
|
|
ALX
4667
Alexander's
ALX
$1.19B
| $1.38M | ﹤0.01% |
6,212
+4,620
| +290% | +$1.03M |
|
4668
Invesco Floating Rate Municipal Income ETF
PVI
$31.1M
| $1.38M | ﹤0.01% |
55,332
+285
| +0.5% | +$7.09K |
|
4669
Pure Cycle
PCYO
$273M
| $1.38M | ﹤0.01% |
130,506
+74,729
| +134% | +$787K |
|
4670
RCM Technologies
RCMT
$203M
| $1.37M | ﹤0.01% |
67,789
+67,256
| +12,618% | +$1.36M |
|
|
TGB
4671
Taseko Mines
TGB
$1.19B
| $1.37M | ﹤0.01% |
1,269,225
-625,267
| -33% | -$675K |
|
4672
ProShares Short Financials
SEF
$9.14M
| $1.37M | ﹤0.01% |
24,761
+20,793
| +524% | +$1.15M |
|
|
AFMD
4673
DELISTED
Affimed
AFMD
| $1.37M | ﹤0.01% |
49,437
+34,007
| +220% | +$942K |
|
4674
Nexa Resources
NEXA
$661M
| $1.37M | ﹤0.01% |
227,737
-48,758
| -18% | -$293K |
|
|
CBAY
4675
DELISTED
Cymabay Therapeutics
CBAY
| $1.37M | ﹤0.01% |
463,451
+338,932
| +272% | +$1,000K |
|