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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4926
KORU Medical Systems
KRMD
$192M
| $1.07M | ﹤0.01% |
299,820
+106,612
| +55% | +$382K |
|
|
MTA
4927
Metalla Royalty & Streaming
MTA
$540M
| $1.07M | ﹤0.01% |
278,750
+274,649
| +6,697% | +$1.05M |
|
4928
Bowman Consulting
BWMN
$740M
| $1.07M | ﹤0.01% |
37,131
-3,798
| -9% | -$109K |
|
4929
AB Conservative Buffer ETF
BUFC
$939M
| $1.07M | ﹤0.01% |
26,987
+18,329
| +212% | +$723K |
|
4930
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
| $1.06M | ﹤0.01% |
25,699
+40
| +0.2% | +$1.65K |
|
|
QSG
4931
QuantaSing Group
QSG
$510M
| $1.06M | ﹤0.01% |
112,204
+108,525
| +2,950% | +$1.03M |
|
4932
Rezolute
RZLT
$670M
| $1.06M | ﹤0.01% |
237,153
+80,834
| +52% | +$361K |
|
|
AUTL
4933
Autolus Therapeutics
AUTL
$357M
| $1.05M | ﹤0.01% |
462,606
+153,030
| +49% | +$349K |
|
4934
Motley Fool 100 Index ETF
TMFC
$1.73B
| $1.05M | ﹤0.01% |
16,347
+3,299
| +25% | +$213K |
|
4935
Potbelly
PBPB
$515M
| $1.05M | ﹤0.01% |
85,963
+7,791
| +10% | +$95.4K |
|
4936
SuRo Capital
SSSS
$219M
| $1.05M | ﹤0.01% |
128,168
-25,181
| -16% | -$207K |
|
4937
Pharvaris
PHVS
$1.63B
| $1.05M | ﹤0.01% |
59,772
-15,593
| -21% | -$274K |
|
4938
TETRA Technologies
TTI
$706M
| $1.05M | ﹤0.01% |
312,545
-86,219
| -22% | -$290K |
|
4939
Foster
FSTR
$294M
| $1.05M | ﹤0.01% |
47,886
-2,803
| -6% | -$61.3K |
|
|
CCIR
4940
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
| $1.05M | ﹤0.01% |
95,421
-20,049
| -17% | -$220K |
|
4941
ARK 21Shares Bitcoin ETF
ARKB
$1.84B
| $1.05M | ﹤0.01% |
29,218
-7,646
| -21% | -$274K |
|
4942
Red River Bancshares
RRBI
$441M
| $1.04M | ﹤0.01% |
17,739
+6,756
| +62% | +$397K |
|
4943
BNY Mellon US Small Cap Core Equity ETF
BKSE
$60.8M
| $1.04M | ﹤0.01% |
10,421
+6,898
| +196% | +$689K |
|
|
BNT
4944
Brookfield Wealth Solutions
BNT
$20.4B
| $1.04M | ﹤0.01% |
16,852
+118
| +0.7% | +$7.29K |
|
|
MITT
4945
AG Mortgage Investment Trust
MITT
$248M
| $1.04M | ﹤0.01% |
137,723
-28,135
| -17% | -$212K |
|
4946
Esperion Therapeutics
ESPR
$536M
| $1.04M | ﹤0.01% |
1,055,488
-5,531,144
| -84% | -$5.44M |
|
4947
Denny's
DENN
$259M
| $1.04M | ﹤0.01% |
252,897
-92,991
| -27% | -$381K |
|
4948
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.1B
| $1.04M | ﹤0.01% |
48,390
+2,080
| +4% | +$44.5K |
|
|
TRON
4949
Tron Inc
TRON
$755M
| $1.04M | ﹤0.01% |
133,581
+133,507
| +180,415% | +$1.03M |
|
4950
Pacific Biosciences
PACB
$381M
| $1.03M | ﹤0.01% |
831,770
-2,539,962
| -75% | -$3.15M |
|