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
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4701
Preformed Line Products
PLPC
$994M
| $2.38M | ﹤0.01% |
17,782
+13,802
| +347% | +$1.85M |
|
4702
Friedman Industries
FRD
$160M
| $2.38M | ﹤0.01% |
153,964
+78,352
| +104% | +$1.21M |
|
4703
Codere Online
CDRO
$317M
| $2.38M | ﹤0.01% |
808,000
+454,000
| +128% | +$1.33M |
|
|
FINV
4704
FinVolution Group
FINV
$1.94B
| $2.37M | ﹤0.01% |
484,140
+343,305
| +244% | +$1.68M |
|
4705
Nuveen Mortgage and Income Fund
JLS
$103M
| $2.37M | ﹤0.01% |
140,494
+69,819
| +99% | +$1.18M |
|
|
TWOU
4706
DELISTED
2U Inc
TWOU
| $2.37M | ﹤0.01% |
64,160
-74,667
| -54% | -$2.76M |
|
|
LAR
4707
Lithium Argentina AG
LAR
$532M
| $2.37M | ﹤0.01% |
+374,370
| New | +$2.37M |
|
4708
iShares MSCI Global Energy Producers ETF
FILL
$79.8M
| $2.35M | ﹤0.01% |
97,600
+44,852
| +85% | +$1.08M |
|
4709
Potbelly
PBPB
$515M
| $2.35M | ﹤0.01% |
225,248
+165,484
| +277% | +$1.72M |
|
|
EXK
4710
Endeavour Silver
EXK
$1.96B
| $2.35M | ﹤0.01% |
1,190,688
+874,176
| +276% | +$1.72M |
|
4711
NewtekOne
NEWT
$352M
| $2.35M | ﹤0.01% |
169,962
+111,201
| +189% | +$1.53M |
|
4712
Northrim BanCorp
NRIM
$503M
| $2.34M | ﹤0.01% |
40,912
+27,492
| +205% | +$1.57M |
|
4713
Verastem
VSTM
$557M
| $2.34M | ﹤0.01% |
287,200
+276,061
| +2,478% | +$2.25M |
|
4714
South Plains Financial
SPFI
$637M
| $2.34M | ﹤0.01% |
80,710
+56,796
| +238% | +$1.64M |
|
4715
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.1B
| $2.33M | ﹤0.01% |
109,804
+52,320
| +91% | +$1.11M |
|
|
NB
4716
NioCorp Developments
NB
$456M
| $2.33M | ﹤0.01% |
729,992
+418,672
| +134% | +$1.34M |
|
|
JHS
4717
John Hancock Income Securities Trust
JHS
$136M
| $2.33M | ﹤0.01% |
213,844
+91,353
| +75% | +$994K |
|
4718
Fossil Group
FOSL
$161M
| $2.32M | ﹤0.01% |
1,592,156
+1,031,507
| +184% | +$1.51M |
|
4719
C4 Therapeutics
CCCC
$225M
| $2.32M | ﹤0.01% |
410,682
+97,605
| +31% | +$551K |
|
|
BITF
4720
Bitfarms
BITF
$1.72B
| $2.32M | ﹤0.01% |
796,344
-689,300
| -46% | -$2.01M |
|
|
AMNB
4721
DELISTED
American National Bankshares Inc
AMNB
| $2.32M | ﹤0.01% |
47,534
+36,165
| +318% | +$1.76M |
|
|
BRT
4722
BRT Apartments
BRT
$291M
| $2.32M | ﹤0.01% |
124,614
+84,020
| +207% | +$1.56M |
|
4723
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.1B
| $2.31M | ﹤0.01% |
103,888
+85,742
| +473% | +$1.9M |
|
4724
Tucows
TCX
$207M
| $2.3M | ﹤0.01% |
85,326
+51,013
| +149% | +$1.38M |
|
4725
Milestone Pharmaceuticals
MIST
$163M
| $2.3M | ﹤0.01% |
1,378,800
+678,184
| +97% | +$1.13M |
|