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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4676
Gevo
GEVO
$489M
| $1.76M | ﹤0.01% |
1,330,866
-51,843
| -4% | -$68.4K |
|
4677
Bitcoin Depot
BTM
$249M
| $1.76M | ﹤0.01% |
346,315
+346,314
| +34,631,400% | +$1.76M |
|
|
NOAH
4678
Noah Holdings
NOAH
$772M
| $1.76M | ﹤0.01% |
147,009
+39,718
| +37% | +$474K |
|
4679
PubMatic
PUBM
$395M
| $1.75M | ﹤0.01% |
141,072
-217,713
| -61% | -$2.71M |
|
4680
Stevanato
STVN
$7.32B
| $1.75M | ﹤0.01% |
71,796
+16,433
| +30% | +$401K |
|
4681
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$40.5M
| $1.75M | ﹤0.01% |
38,383
+4,674
| +14% | +$214K |
|
4682
Voyager Therapeutics
VYGR
$237M
| $1.75M | ﹤0.01% |
563,439
+182,954
| +48% | +$569K |
|
4683
FreightCar America
RAIL
$174M
| $1.75M | ﹤0.01% |
203,059
+56,616
| +39% | +$488K |
|
|
SBI
4684
Western Asset Intermediate Muni Fund
SBI
$111M
| $1.73M | ﹤0.01% |
230,244
+19,383
| +9% | +$146K |
|
4685
First United
FUNC
$248M
| $1.73M | ﹤0.01% |
55,817
+13,340
| +31% | +$414K |
|
4686
VTEX
VTEX
$824M
| $1.73M | ﹤0.01% |
262,241
+101,255
| +63% | +$668K |
|
4687
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$397M
| $1.73M | ﹤0.01% |
42,786
-5,461
| -11% | -$221K |
|
4688
Codere Online
CDRO
$317M
| $1.73M | ﹤0.01% |
203,375
+107
| +0.1% | +$908 |
|
4689
Atomera
ATOM
$117M
| $1.72M | ﹤0.01% |
341,550
+277,844
| +436% | +$1.4M |
|
4690
RE/MAX Holdings
RMAX
$196M
| $1.72M | ﹤0.01% |
209,896
+6,853
| +3% | +$56.1K |
|
4691
Velocity Financial
VEL
$710M
| $1.72M | ﹤0.01% |
92,585
+17,078
| +23% | +$317K |
|
4692
Tilray
TLRY
$1.35B
| $1.72M | ﹤0.01% |
4,139,130
+1,522,587
| +58% | +$631K |
|
|
EOD
4693
Allspring Global Dividend Opportunity Fund
EOD
$244M
| $1.71M | ﹤0.01% |
317,811
+8,237
| +3% | +$44.4K |
|
|
NEE.PRT
4694
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.37B
| $1.71M | ﹤0.01% |
38,537
+31,346
| +436% | +$1.39M |
|
4695
Solid Power
SLDP
$756M
| $1.7M | ﹤0.01% |
777,765
+341,544
| +78% | +$748K |
|
|
DXYZ
4696
Destiny Tech100
DXYZ
$285M
| $1.7M | ﹤0.01% |
44,708
-66,868
| -60% | -$2.55M |
|
4697
Universal Logistics Holdings
ULH
$646M
| $1.7M | ﹤0.01% |
66,956
-5,608
| -8% | -$142K |
|
4698
Forrester Research
FORR
$210M
| $1.7M | ﹤0.01% |
171,633
+64,959
| +61% | +$643K |
|
|
SPPP
4699
Sprott Physical Platinum and Palladium Trust
SPPP
$361M
| $1.7M | ﹤0.01% |
144,839
+56,828
| +65% | +$667K |
|
4700
Vaalco Energy
EGY
$432M
| $1.69M | ﹤0.01% |
468,618
+27,695
| +6% | +$100K |
|