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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4876
Peoples Financial Services
PFIS
$530M
| $742K | ﹤0.01% |
14,314
+469
| +3% | +$24.3K |
|
4877
Allbirds
BIRD
$48.9M
| $740K | ﹤0.01% |
15,293
-772
| -5% | -$37.4K |
|
4878
Third Coast Bancshares
TCBX
$568M
| $739K | ﹤0.01% |
40,095
+1,721
| +4% | +$31.7K |
|
4879
Crawford & Co Class A
CRD.A
$545M
| $737K | ﹤0.01% |
132,602
+13,616
| +11% | +$75.7K |
|
4880
Franklin FTSE United Kingdom ETF
FLGB
$842M
| $735K | ﹤0.01% |
32,145
-118,962
| -79% | -$2.72M |
|
|
ROVR
4881
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $734K | ﹤0.01% |
199,943
+95,196
| +91% | +$349K |
|
|
CHMI
4882
Cherry Hill Mortgage Investment Corp
CHMI
$94.1M
| $733K | ﹤0.01% |
126,326
+13,291
| +12% | +$77.1K |
|
|
TCS
4883
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $727K | ﹤0.01% |
11,242
-296
| -3% | -$19.1K |
|
4884
Caesarstone
CSTE
$51.5M
| $726K | ﹤0.01% |
127,061
-94,961
| -43% | -$542K |
|
4885
ProShares Trust Short MSCI Emerging Markets
EUM
$8.57M
| $725K | ﹤0.01% |
23,735
-125,691
| -84% | -$3.84M |
|
4886
GraniteShares Gold Shares
BAR
$1.21B
| $723K | ﹤0.01% |
40,082
+5,979
| +18% | +$108K |
|
4887
UNIFI
UFI
$86.1M
| $720K | ﹤0.01% |
83,577
-86,788
| -51% | -$747K |
|
4888
Genie Energy
GNE
$405M
| $718K | ﹤0.01% |
69,465
+25,004
| +56% | +$259K |
|
|
TURN
4889
DELISTED
180 Degree Capital
TURN
| $716K | ﹤0.01% |
135,561
-45,379
| -25% | -$240K |
|
4890
Microvast
MVST
$1.12B
| $716K | ﹤0.01% |
467,682
-93,954
| -17% | -$144K |
|
4891
Mid Penn Bancorp
MPB
$728M
| $714K | ﹤0.01% |
23,834
-8,560
| -26% | -$257K |
|
|
CSTR
4892
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $713K | ﹤0.01% |
40,398
+11,363
| +39% | +$201K |
|
|
EH
4893
EHang Holdings
EH
$1.23B
| $711K | ﹤0.01% |
82,922
-102,503
| -55% | -$879K |
|
|
AZRE
4894
DELISTED
Azure Power Global Limited
AZRE
| $711K | ﹤0.01% |
164,943
-32,802
| -17% | -$141K |
|
4895
iShares MSCI Ireland ETF
EIRL
$60.2M
| $709K | ﹤0.01% |
15,511
+1,663
| +12% | +$76K |
|
4896
Ultralife
ULBI
$119M
| $709K | ﹤0.01% |
183,654
-17,419
| -9% | -$67.2K |
|
|
BKCC
4897
DELISTED
BlackRock Capital Investment Corporation
BKCC
| $708K | ﹤0.01% |
195,474
-43,936
| -18% | -$159K |
|
|
HLGN
4898
DELISTED
Heliogen, Inc.
HLGN
| $706K | ﹤0.01% |
28,890
-146,303
| -84% | -$3.58M |
|
4899
KraneShares Global Carbon Strategy ETF
KRBN
$172M
| $705K | ﹤0.01% |
19,341
-3,792
| -16% | -$138K |
|
4900
Capital Bancorp
CBNK
$555M
| $704K | ﹤0.01% |
29,927
+882
| +3% | +$20.8K |
|