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
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 | |
|---|---|---|---|---|---|---|
|
CVLY
4851
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $1.8M | ﹤0.01% |
70,024
+47,240
| +207% | +$1.21M |
|
4852
iShares MSCI Philippines ETF
EPHE
$107M
| $1.8M | ﹤0.01% |
69,182
+32,767
| +90% | +$852K |
|
4853
BlackRock New York Municipal Income Trust
BNY
$244M
| $1.79M | ﹤0.01% |
170,430
+78,549
| +85% | +$827K |
|
|
AFMD
4854
DELISTED
Affimed
AFMD
| $1.79M | ﹤0.01% |
286,531
+181,402
| +173% | +$1.13M |
|
|
LOGC
4855
DELISTED
ContextLogic
LOGC
| $1.78M | ﹤0.01% |
299,200
+149,912
| +100% | +$892K |
|
4856
Information Services Group
III
$259M
| $1.78M | ﹤0.01% |
377,882
+247,863
| +191% | +$1.17M |
|
4857
Willdan Group
WLDN
$1.52B
| $1.77M | ﹤0.01% |
82,530
+49,997
| +154% | +$1.07M |
|
|
NEXN
4858
Nexxen International
NEXN
$602M
| $1.77M | ﹤0.01% |
350,002
+174,352
| +99% | +$882K |
|
4859
Seer Inc
SEER
$126M
| $1.76M | ﹤0.01% |
908,208
+700,241
| +337% | +$1.36M |
|
4860
Vuzix
VUZI
$199M
| $1.76M | ﹤0.01% |
843,170
+445,965
| +112% | +$930K |
|
4861
Cato Corp
CATO
$86.4M
| $1.76M | ﹤0.01% |
246,182
+198,398
| +415% | +$1.42M |
|
|
KC
4862
Kingsoft Cloud Holdings
KC
$4.51B
| $1.75M | ﹤0.01% |
463,284
+119,621
| +35% | +$452K |
|
4863
Entravision Communication
EVC
$227M
| $1.75M | ﹤0.01% |
419,042
+283,060
| +208% | +$1.18M |
|
|
HTZWW
4864
Hertz Global Holdings Warrants
HTZWW
$320M
| $1.75M | ﹤0.01% |
318,800
+46,878
| +17% | +$257K |
|
4865
Direxion Daily Energy Bull 2X Shares
ERX
$218M
| $1.75M | ﹤0.01% |
30,876
+9,765
| +46% | +$552K |
|
4866
Annexon
ANNX
$314M
| $1.74M | ﹤0.01% |
384,120
+235,028
| +158% | +$1.07M |
|
4867
Global X MSCI China Consumer Discretionary ETF
CHIQ
$253M
| $1.74M | ﹤0.01% |
98,830
+31,849
| +48% | +$561K |
|
4868
Genelux
GNLX
$157M
| $1.73M | ﹤0.01% |
123,818
+93,915
| +314% | +$1.32M |
|
4869
Fennec Pharmaceuticals
FENC
$241M
| $1.73M | ﹤0.01% |
154,278
+111,818
| +263% | +$1.25M |
|
|
EVF
4870
Eaton Vance Senior Income Trust
EVF
$101M
| $1.72M | ﹤0.01% |
273,290
-2,302
| -0.8% | -$14.5K |
|
4871
MeiraGTx Holdings
MGTX
$608M
| $1.72M | ﹤0.01% |
245,000
+160,155
| +189% | +$1.12M |
|
4872
Forge Global Holdings
FRGE
$236M
| $1.72M | ﹤0.01% |
33,419
+27,306
| +447% | +$1.4M |
|
4873
Global Water Resources
GWRS
$274M
| $1.72M | ﹤0.01% |
131,182
+80,082
| +157% | +$1.05M |
|
4874
Core Molding Technologies
CMT
$184M
| $1.72M | ﹤0.01% |
92,598
+45,598
| +97% | +$845K |
|
4875
ProShares UltraPro Short S&P 500
SPXU
$567M
| $1.71M | ﹤0.01% |
39,861
+30,711
| +336% | +$1.32M |
|