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
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4676
Eos Energy Enterprises
EOSE
$2.41B
| $1.58M | ﹤0.01% |
530,963
-140,143
| -21% | -$416K |
|
4677
BlackRock MuniYield Quality Fund II
MQT
$224M
| $1.57M | ﹤0.01% |
145,529
-2,225
| -2% | -$24.1K |
|
4678
Commercial Vehicle Group
CVGI
$72.1M
| $1.57M | ﹤0.01% |
484,037
-43,294
| -8% | -$141K |
|
4679
SmartRent
SMRT
$308M
| $1.57M | ﹤0.01% |
908,610
+297,591
| +49% | +$515K |
|
4680
CrossAmerica Partners
CAPL
$807M
| $1.56M | ﹤0.01% |
75,271
+15,403
| +26% | +$319K |
|
4681
Similarweb
SMWB
$844M
| $1.56M | ﹤0.01% |
175,955
+53,443
| +44% | +$472K |
|
4682
Parke Bancorp
PKBK
$266M
| $1.55M | ﹤0.01% |
74,365
+15,840
| +27% | +$331K |
|
4683
Amylyx Pharmaceuticals
AMLX
$1.35B
| $1.55M | ﹤0.01% |
478,265
-446,194
| -48% | -$1.45M |
|
4684
FTC Solar
FTCI
$109M
| $1.55M | ﹤0.01% |
227,188
-208,058
| -48% | -$1.42M |
|
4685
Gladstone Capital
GLAD
$520M
| $1.55M | ﹤0.01% |
64,275
-13,720
| -18% | -$330K |
|
|
PSTX
4686
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $1.54M | ﹤0.01% |
539,010
+175,729
| +48% | +$503K |
|
4687
Stratasys
SSYS
$850M
| $1.54M | ﹤0.01% |
184,989
-350,084
| -65% | -$2.91M |
|
4688
AbCellera Biologics
ABCL
$1.41B
| $1.53M | ﹤0.01% |
589,653
+37,523
| +7% | +$97.6K |
|
|
TE
4689
T1 Energy Inc.
TE
$300M
| $1.52M | ﹤0.01% |
1,570,448
-199,688
| -11% | -$194K |
|
4690
Telecom Argentina
TEO
$3.01B
| $1.52M | ﹤0.01% |
201,980
+21,259
| +12% | +$160K |
|
|
PHD
4691
Pioneer Floating Rate Fund
PHD
$123M
| $1.52M | ﹤0.01% |
153,564
-26,458
| -15% | -$262K |
|
4692
VanEck Gaming ETF
BJK
$27.3M
| $1.52M | ﹤0.01% |
34,139
-18,823
| -36% | -$837K |
|
4693
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.64B
| $1.52M | ﹤0.01% |
9,257
-1,405
| -13% | -$230K |
|
4694
scPharmaceuticals
SCPH
$303M
| $1.52M | ﹤0.01% |
332,654
+111,363
| +50% | +$508K |
|
|
AGEN
4695
Agenus
AGEN
$145M
| $1.51M | ﹤0.01% |
276,413
-131,797
| -32% | -$722K |
|
4696
VanEck Africa Index ETF
AFK
$78.4M
| $1.51M | ﹤0.01% |
89,970
+56,247
| +167% | +$944K |
|
4697
PCB Bancorp
PCB
$314M
| $1.5M | ﹤0.01% |
80,067
+35,755
| +81% | +$672K |
|
|
NEXN
4698
Nexxen International
NEXN
$593M
| $1.5M | ﹤0.01% |
187,001
+10,620
| +6% | +$85.4K |
|
4699
Friedman Industries
FRD
$151M
| $1.5M | ﹤0.01% |
93,733
-1,500
| -2% | -$24K |
|
4700
The Joint Corp
JYNT
$154M
| $1.5M | ﹤0.01% |
131,196
-30,916
| -19% | -$354K |
|