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 | |
|---|---|---|---|---|---|---|
4776
Savara
SVRA
$610M
| $2.08M | ﹤0.01% |
443,020
+367,094
| +483% | +$1.73M |
|
4777
NuScale Power
SMR
$6.26B
| $2.07M | ﹤0.01% |
630,656
-53,880
| -8% | -$177K |
|
4778
iShares Core Dividend ETF
DIVB
$981M
| $2.07M | ﹤0.01% |
50,536
+39,302
| +350% | +$1.61M |
|
|
ICVX
4779
DELISTED
Icosavax, Inc. Common Stock
ICVX
| $2.07M | ﹤0.01% |
131,606
+97,021
| +281% | +$1.53M |
|
4780
Dynagas LNG Partners
DLNG
$137M
| $2.07M | ﹤0.01% |
739,422
+459,175
| +164% | +$1.29M |
|
4781
Guaranty Bancshares
GNTY
$564M
| $2.07M | ﹤0.01% |
61,450
+42,032
| +216% | +$1.41M |
|
4782
EPR Properties 5.75% Series C Preferred Shares
EPR.PRC
$136M
| $2.06M | ﹤0.01% |
96,318
+45,634
| +90% | +$978K |
|
|
WHWK
4783
Whitehawk Therapeutics
WHWK
$90.5M
| $2.06M | ﹤0.01% |
1,021,342
+802,199
| +366% | +$1.62M |
|
4784
Carnival PLC
CUK
$36.3B
| $2.06M | ﹤0.01% |
122,290
+37,712
| +45% | +$636K |
|
|
SA
4785
Seabridge Gold
SA
$2.06B
| $2.06M | ﹤0.01% |
169,694
+100,027
| +144% | +$1.21M |
|
4786
Caledonia Mining Corp
CMCL
$643M
| $2.06M | ﹤0.01% |
168,496
+109,829
| +187% | +$1.34M |
|
|
BLTE
4787
Belite Bio
BLTE
$2.3B
| $2.05M | ﹤0.01% |
44,842
+44,404
| +10,138% | +$2.03M |
|
4788
Aclaris Therapeutics
ACRS
$207M
| $2.05M | ﹤0.01% |
1,951,758
+253,367
| +15% | +$266K |
|
|
VFL
4789
abrdn National Municipal Income Fund
VFL
$127M
| $2.05M | ﹤0.01% |
200,326
+57,200
| +40% | +$584K |
|
4790
Bioventus
BVS
$464M
| $2.04M | ﹤0.01% |
387,058
+376,404
| +3,533% | +$1.98M |
|
|
OSG
4791
DELISTED
Overseas Shipholding Group Inc.
OSG
| $2.04M | ﹤0.01% |
386,932
+269,624
| +230% | +$1.42M |
|
|
DTF
4792
DTF Tax-Free Income 2028 Term Fund
DTF
$79.7M
| $2.04M | ﹤0.01% |
189,562
+114,432
| +152% | +$1.23M |
|
4793
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$41.7M
| $2.04M | ﹤0.01% |
35,630
+17,667
| +98% | +$1.01M |
|
4794
Sight Sciences
SGHT
$189M
| $2.03M | ﹤0.01% |
393,958
+233,883
| +146% | +$1.21M |
|
4795
Dimensional International Value ETF
DFIV
$13.6B
| $2.03M | ﹤0.01% |
59,080
+31,776
| +116% | +$1.09M |
|
|
HSHP
4796
Himalaya Shipping
HSHP
$407M
| $2.03M | ﹤0.01% |
299,930
+235,883
| +368% | +$1.59M |
|
4797
Star Group
SGU
$384M
| $2.03M | ﹤0.01% |
175,736
+80,088
| +84% | +$923K |
|
|
ORLA
4798
Orla Mining
ORLA
$3.33B
| $2.02M | ﹤0.01% |
622,088
+360,249
| +138% | +$1.17M |
|
4799
Hagerty
HGTY
$1.26B
| $2.02M | ﹤0.01% |
259,146
+212,009
| +450% | +$1.65M |
|
4800
Innovative Solutions & Support
ISSC
$201M
| $2.01M | ﹤0.01% |
235,380
+115,473
| +96% | +$985K |
|