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 |
NVIDIA
NVDA
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WKME
4726
DELISTED
WalkMe Ltd. Ordinary Shares
WKME
| $974K | ﹤0.01% |
101,411
+36,586
| +56% | +$351K |
|
|
TEAD
4727
Teads Holding Co. Common Stock
TEAD
$161M
| $973K | ﹤0.01% |
197,802
+36,072
| +22% | +$177K |
|
4728
First Trust Germany AlphaDEX Fund
FGM
$71.9M
| $972K | ﹤0.01% |
25,018
+627
| +3% | +$24.4K |
|
4729
CVRx
CVRX
$177M
| $966K | ﹤0.01% |
62,568
-8,559
| -12% | -$132K |
|
4730
Dimensional International Core Equity 2 ETF
DFIC
$10.5B
| $966K | ﹤0.01% |
39,793
+28,514
| +253% | +$692K |
|
|
NXDR
4731
Nextdoor Holdings
NXDR
$856M
| $965K | ﹤0.01% |
296,082
+244,342
| +472% | +$797K |
|
|
ORLA
4732
Orla Mining
ORLA
$3.74B
| $964K | ﹤0.01% |
229,504
-272,849
| -54% | -$1.15M |
|
|
HEPS
4733
D-Market Electronic Services & Trading
HEPS
$939M
| $961K | ﹤0.01% |
571,945
-190,459
| -25% | -$320K |
|
4734
Saratoga Investment
SAR
$391M
| $958K | ﹤0.01% |
35,490
+3,428
| +11% | +$92.5K |
|
4735
Capital Bancorp
CBNK
$540M
| $956K | ﹤0.01% |
52,821
+17,891
| +51% | +$324K |
|
4736
EverQuote
EVER
$886M
| $953K | ﹤0.01% |
146,583
-69,485
| -32% | -$452K |
|
|
HSAI
4737
Hesai Group
HSAI
$3.85B
| $949K | ﹤0.01% |
90,143
+37,618
| +72% | +$396K |
|
|
FLIC
4738
DELISTED
First of Long Island Corp
FLIC
| $947K | ﹤0.01% |
78,810
+23,219
| +42% | +$279K |
|
4739
Global Water Resources
GWRS
$272M
| $947K | ﹤0.01% |
74,664
-3,504
| -4% | -$44.4K |
|
4740
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.28B
| $946K | ﹤0.01% |
26,797
+12,038
| +82% | +$425K |
|
4741
Corporacion America
CAAP
$3.07B
| $943K | ﹤0.01% |
81,378
+28,015
| +52% | +$325K |
|
4742
Adecoagro
AGRO
$817M
| $940K | ﹤0.01% |
100,399
-342,758
| -77% | -$3.21M |
|
4743
ProShares Online Retail ETF
ONLN
$81.5M
| $939K | ﹤0.01% |
28,660
-8,483
| -23% | -$278K |
|
4744
Iris Energy
IREN
$10.3B
| $939K | ﹤0.01% |
201,446
+194,058
| +2,627% | +$904K |
|
4745
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$42M
| $939K | ﹤0.01% |
16,933
+2,252
| +15% | +$125K |
|
|
NOA
4746
North American Construction
NOA
$405M
| $937K | ﹤0.01% |
48,966
+24,542
| +100% | +$469K |
|
4747
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$102M
| $936K | ﹤0.01% |
22,113
-2,691
| -11% | -$114K |
|
4748
Invesco Dorsey Wright Financial Momentum ETF
PFI
$62.3M
| $935K | ﹤0.01% |
22,216
-14,468
| -39% | -$609K |
|
4749
Amplify Junior Silver Miners ETF
SILJ
$2.25B
| $932K | ﹤0.01% |
99,408
-63,339
| -39% | -$594K |
|
4750
Rackspace Technology
RXT
$345M
| $931K | ﹤0.01% |
342,181
-360,152
| -51% | -$980K |
|