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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CANO
4826
DELISTED
Cano Health, Inc.
CANO
| $601K | ﹤0.01% |
448
+395
| +745% | +$530K |
|
4827
First Foundation Inc
FFWM
$484M
| $600K | ﹤0.01% |
29,978
+12,293
| +70% | +$246K |
|
4828
BrightView Holdings
BV
$1.29B
| $597K | ﹤0.01% |
39,474
+26,067
| +194% | +$394K |
|
4829
Accuray
ARAY
$180M
| $596K | ﹤0.01% |
143,127
+98,064
| +218% | +$408K |
|
|
TRTX
4830
TPG RE Finance Trust
TRTX
$729M
| $595K | ﹤0.01% |
56,009
+42,071
| +302% | +$447K |
|
4831
South Plains Financial
SPFI
$638M
| $593K | ﹤0.01% |
31,292
+9,795
| +46% | +$186K |
|
4832
Momentus
MNTS
$14.1M
| $592K | ﹤0.01% |
+47
| New | +$592K |
|
4833
BankFinancial
BFIN
$150M
| $591K | ﹤0.01% |
67,246
+13,240
| +25% | +$116K |
|
4834
Athira Pharma
ATHA
$15.1M
| $590K | ﹤0.01% |
17,215
+16,015
| +1,335% | +$549K |
|
|
PAND
4835
DELISTED
Pandion Therapeutics Inc. Common Stock
PAND
| $590K | ﹤0.01% |
39,743
+28,369
| +249% | +$421K |
|
4836
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$205M
| $589K | ﹤0.01% |
22,528
+9,292
| +70% | +$243K |
|
4837
Delek Logistics
DKL
$2.42B
| $589K | ﹤0.01% |
18,452
+4,433
| +32% | +$142K |
|
4838
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$165M
| $588K | ﹤0.01% |
14,030
+4,970
| +55% | +$208K |
|
4839
Global Water Resources
GWRS
$267M
| $588K | ﹤0.01% |
40,819
+7,552
| +23% | +$109K |
|
4840
Allot
ALLT
$432M
| $587K | ﹤0.01% |
55,813
+32,651
| +141% | +$343K |
|
4841
Invesco S&P 500 Value with Momentum ETF
SPVM
$66.5M
| $586K | ﹤0.01% |
14,405
+2,979
| +26% | +$121K |
|
4842
CRA International
CRAI
$1.35B
| $584K | ﹤0.01% |
11,452
+9,791
| +589% | +$499K |
|
4843
Heritage Insurance Holdings
HRTG
$759M
| $584K | ﹤0.01% |
57,643
+35,807
| +164% | +$363K |
|
4844
Natural Gas Services Group
NGS
$342M
| $584K | ﹤0.01% |
61,659
+945
| +2% | +$8.95K |
|
4845
American Coastal Insurance
ACIC
$532M
| $581K | ﹤0.01% |
101,559
+18,637
| +22% | +$107K |
|
4846
Transmedics
TMDX
$4.06B
| $581K | ﹤0.01% |
29,189
+1,800
| +7% | +$35.8K |
|
|
CNCE
4847
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $580K | ﹤0.01% |
45,818
+20,369
| +80% | +$258K |
|
4848
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$420M
| $579K | ﹤0.01% |
14,807
-10,578
| -42% | -$414K |
|
4849
Berry Corp
BRY
$309M
| $578K | ﹤0.01% |
156,672
+63,498
| +68% | +$234K |
|
4850
Clarivate
CLVT
$2.82B
| $578K | ﹤0.01% |
19,454
+6,405
| +49% | +$190K |
|