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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RADA
4851
DELISTED
Rada Electronic Industries Ltd
RADA
| $980K | ﹤0.01% |
70,357
+7,067
| +11% | +$98.4K |
|
4852
HarborOne Bancorp
HONE
$585M
| $979K | ﹤0.01% |
69,826
-8,185
| -10% | -$115K |
|
4853
WM Technology, Inc. Warrants
MAPSW
$2.44M
| $978K | ﹤0.01% |
444,616
| – | – |
|
4854
Daktronics
DAKT
$1.1B
| $976K | ﹤0.01% |
254,272
-189,073
| -43% | -$726K |
|
4855
Nomura Holdings
NMR
$22.1B
| $972K | ﹤0.01% |
230,562
+41,778
| +22% | +$176K |
|
4856
Arrow Dow Jones Global Yield ETF
GYLD
$27.7M
| $971K | ﹤0.01% |
66,856
-3,737
| -5% | -$54.3K |
|
4857
Planet Labs
PL
$3.27B
| $970K | ﹤0.01% |
190,902
+172,943
| +963% | +$879K |
|
4858
Cue Biopharma
CUE
$56.1M
| $969K | ﹤0.01% |
198,579
+21,760
| +12% | +$106K |
|
|
LUXA
4859
DELISTED
Lux Health Tech Acquisition Corp. Class A Common Stock
LUXA
| $969K | ﹤0.01% |
98,337
-69,177
| -41% | -$682K |
|
4860
Orion Energy Systems
OESX
$32.5M
| $967K | ﹤0.01% |
34,538
-18,874
| -35% | -$528K |
|
4861
Waterstone Financial
WSBF
$286M
| $967K | ﹤0.01% |
50,049
-7,729
| -13% | -$149K |
|
4862
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.28B
| $964K | ﹤0.01% |
49,559
+2,925
| +6% | +$56.9K |
|
4863
Financial Institutions
FISI
$553M
| $961K | ﹤0.01% |
31,921
+2,833
| +10% | +$85.3K |
|
|
ORC
4864
Orchid Island Capital
ORC
$1.03B
| $954K | ﹤0.01% |
58,773
-108,800
| -65% | -$1.77M |
|
4865
AdvisorShares Insider Advantage ETF
SURE
$49.1M
| $953K | ﹤0.01% |
9,759
| – | – |
|
4866
Ceragon Networks
CRNT
$229M
| $952K | ﹤0.01% |
447,446
-4,550
| -1% | -$9.68K |
|
4867
CRA International
CRAI
$1.4B
| $951K | ﹤0.01% |
11,285
-302
| -3% | -$25.5K |
|
4868
FreightCar America
RAIL
$174M
| $951K | ﹤0.01% |
160,841
+6,217
| +4% | +$36.8K |
|
4869
Liberty Latin America Class A
LILA
$1.63B
| $950K | ﹤0.01% |
97,927
-93,186
| -49% | -$904K |
|
|
STR
4870
DELISTED
Sitio Royalties
STR
| $949K | ﹤0.01% |
35,210
+9,068
| +35% | +$244K |
|
4871
Farmers National Banc Corp
FMNB
$567M
| $947K | ﹤0.01% |
55,545
+9,013
| +19% | +$154K |
|
4872
Innovative Solutions & Support
ISSC
$203M
| $946K | ﹤0.01% |
117,324
+9
| +0% | +$73 |
|
4873
Limoneira
LMNR
$278M
| $946K | ﹤0.01% |
64,396
-18,741
| -23% | -$275K |
|
|
ACH
4874
DELISTED
Alum Corp of China Limited
ACH
| $945K | ﹤0.01% |
65,346
-14,349
| -18% | -$208K |
|
4875
European Wax Center
EWCZ
$180M
| $943K | ﹤0.01% |
31,909
-43,671
| -58% | -$1.29M |
|