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 | |
|---|---|---|---|---|---|---|
4751
Hippo Holdings
HIPO
$926M
| $929K | ﹤0.01% |
56,203
+25,766
| +85% | +$426K |
|
4752
Cooper-Standard Automotive
CPS
$679M
| $929K | ﹤0.01% |
65,124
+2,601
| +4% | +$37.1K |
|
|
KLRS
4753
Kalaris Therapeutics, Inc. Common Stock
KLRS
$83M
| $926K | ﹤0.01% |
11,845
+3,722
| +46% | +$291K |
|
4754
Byline Bancorp
BY
$1.3B
| $925K | ﹤0.01% |
51,157
+17,359
| +51% | +$314K |
|
|
LOGC
4755
DELISTED
ContextLogic
LOGC
| $923K | ﹤0.01% |
140,252
+97,689
| +230% | +$643K |
|
|
IGMS
4756
DELISTED
IGM Biosciences
IGMS
| $922K | ﹤0.01% |
99,936
+18,252
| +22% | +$168K |
|
4757
Invesco Oil & Gas Services ETF
PXJ
$27.7M
| $921K | ﹤0.01% |
37,068
-236,636
| -86% | -$5.88M |
|
4758
Sportradar
SRAD
$8.56B
| $921K | ﹤0.01% |
71,375
+61,128
| +597% | +$789K |
|
|
GGT
4759
Gabelli Multimedia Trust
GGT
$152M
| $920K | ﹤0.01% |
141,975
+12,259
| +9% | +$79.4K |
|
4760
Safe Bulkers
SB
$467M
| $912K | ﹤0.01% |
279,893
-409,207
| -59% | -$1.33M |
|
|
MTLS
4761
Materialise
MTLS
$305M
| $910K | ﹤0.01% |
105,364
+51,015
| +94% | +$441K |
|
4762
Business First Bancshares
BFST
$710M
| $910K | ﹤0.01% |
60,364
-14,267
| -19% | -$215K |
|
4763
HF Foods Group
HFFG
$180M
| $910K | ﹤0.01% |
193,945
-9,130
| -4% | -$42.8K |
|
4764
Luxfer Holdings
LXFR
$375M
| $906K | ﹤0.01% |
63,637
+27,951
| +78% | +$398K |
|
4765
Nektar Therapeutics
NKTR
$971M
| $905K | ﹤0.01% |
104,908
-18,254
| -15% | -$157K |
|
4766
Tarsus Pharmaceuticals
TARS
$2.18B
| $905K | ﹤0.01% |
50,081
+17,886
| +56% | +$323K |
|
4767
Crawford & Co Class A
CRD.A
$537M
| $903K | ﹤0.01% |
81,413
-1,934
| -2% | -$21.4K |
|
|
TARO
4768
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $899K | ﹤0.01% |
23,700
-21,475
| -48% | -$815K |
|
4769
Teucrium Wheat Fund
WEAT
$120M
| $899K | ﹤0.01% |
139,544
-17,315
| -11% | -$112K |
|
4770
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$134M
| $898K | ﹤0.01% |
39,440
+1,900
| +5% | +$43.3K |
|
4771
WhiteHorse Finance
WHF
$204M
| $898K | ﹤0.01% |
69,971
+27,885
| +66% | +$358K |
|
|
TVRD
4772
Tvardi Therapeutics, Inc. Common Stock
TVRD
$366M
| $893K | ﹤0.01% |
8,762
-1,794
| -17% | -$183K |
|
4773
Townsquare Media
TSQ
$112M
| $891K | ﹤0.01% |
74,845
+8,483
| +13% | +$101K |
|
4774
Compugen
CGEN
$127M
| $887K | ﹤0.01% |
778,376
-13,821
| -2% | -$15.8K |
|
4775
Y-mAbs Therapeutics
YMAB
| $887K | ﹤0.01% |
130,622
-119,827
| -48% | -$814K |
|