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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4851
Alto Ingredients
ALTO
$99.5M
| $1.15M | ﹤0.01% |
239,666
+82,880
| +53% | +$399K |
|
4852
authID Inc
AUID
$41.4M
| $1.15M | ﹤0.01% |
10,264
+10,098
| +6,083% | +$1.13M |
|
|
TECX
4853
Tectonic Therapeutic, Inc. Common Stock
TECX
$293M
| $1.15M | ﹤0.01% |
24,884
-5,126
| -17% | -$237K |
|
4854
Global X Autonomous & Electric Vehicles ETF
DRIV
$349M
| $1.15M | ﹤0.01% |
37,516
+10,072
| +37% | +$307K |
|
4855
Deswell Industries
DSWL
$63.1M
| $1.15M | ﹤0.01% |
297,047
-10,900
| -4% | -$42K |
|
|
TURN
4856
DELISTED
180 Degree Capital
TURN
| $1.15M | ﹤0.01% |
155,834
-2,580
| -2% | -$19K |
|
4857
Heritage Commerce
HTBK
$640M
| $1.14M | ﹤0.01% |
95,738
-3,139
| -3% | -$37.5K |
|
|
VALN
4858
Valneva
VALN
$854M
| $1.14M | ﹤0.01% |
20,591
+17,501
| +566% | +$971K |
|
4859
Sight Sciences
SGHT
$193M
| $1.14M | ﹤0.01% |
64,991
+61,942
| +2,032% | +$1.09M |
|
4860
Modine Manufacturing
MOD
$8.32B
| $1.14M | ﹤0.01% |
112,856
+4,616
| +4% | +$46.6K |
|
|
SOL
4861
Emeren Group
SOL
$97.5M
| $1.14M | ﹤0.01% |
191,096
-8,756
| -4% | -$52.2K |
|
4862
Douglas Elliman
DOUG
$276M
| $1.14M | ﹤0.01% |
+103,846
| New | +$1.14M |
|
4863
Voyager Therapeutics
VYGR
$249M
| $1.14M | ﹤0.01% |
419,810
-197,178
| -32% | -$534K |
|
4864
Abeona Therapeutics
ABEO
$289M
| $1.14M | ﹤0.01% |
134,878
+81,551
| +153% | +$687K |
|
4865
Compañía de Minas Buenaventura
BVN
$5.03B
| $1.14M | ﹤0.01% |
154,997
+68,788
| +80% | +$504K |
|
4866
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.1B
| $1.13M | ﹤0.01% |
46,394
+10,775
| +30% | +$263K |
|
4867
Regis Corp
RGS
$69.4M
| $1.13M | ﹤0.01% |
32,591
+20,740
| +175% | +$722K |
|
4868
Standard BioTools
LAB
$539M
| $1.13M | ﹤0.01% |
288,211
-1,290
| -0.4% | -$5.05K |
|
4869
Global X Guru Index ETF
GURU
$55.3M
| $1.13M | ﹤0.01% |
23,824
+1,283
| +6% | +$60.7K |
|
4870
Accuray
ARAY
$196M
| $1.13M | ﹤0.01% |
236,045
+6,742
| +3% | +$32.2K |
|
|
KTF
4871
DWS Municipal Income Trust
KTF
$363M
| $1.13M | ﹤0.01% |
95,386
+1,043
| +1% | +$12.3K |
|
4872
Tidewater
TDW
$2.83B
| $1.13M | ﹤0.01% |
105,245
-77,382
| -42% | -$829K |
|
4873
Genprex
GNPX
$8.18M
| $1.13M | ﹤0.01% |
21,503
+19,100
| +795% | +$1M |
|
4874
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$53.3M
| $1.13M | ﹤0.01% |
31,541
+4,647
| +17% | +$166K |
|
|
FWP
4875
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
| $1.12M | ﹤0.01% |
188,299
-5,830
| -3% | -$34.8K |
|