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 |
Uber
UBER
|
+$916M |
| 2 |
Okta
OKTA
|
+$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$718M |
| 4 |
Shopify
SHOP
|
+$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.3B |
| 2 |
Walt Disney
DIS
|
+$985M |
| 3 |
Ecolab
ECL
|
+$893M |
| 4 |
SPDR Gold Trust
GLD
|
+$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
+$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VSL
4951
DELISTED
Volshares Large Cap ETF
VSL
| $377K | ﹤0.01% |
12,000
| – | – |
|
4952
Unity Bancorp
UNTY
$523M
| $375K | ﹤0.01% |
16,626
+8,259
| +99% | +$186K |
|
4953
Alpha and Omega Semiconductor
AOSL
$882M
| $374K | ﹤0.01% |
27,478
+16,858
| +159% | +$229K |
|
4954
CorMedix
CRMD
$944M
| $374K | ﹤0.01% |
51,332
+9,714
| +23% | +$70.8K |
|
4955
Summit Therapeutics
SMMT
$14.1B
| $374K | ﹤0.01% |
233,778
+5,818
| +3% | +$9.31K |
|
4956
MetroCity Bankshares
MCBS
$742M
| $373K | ﹤0.01% |
+21,313
| New | +$373K |
|
|
ENZ
4957
DELISTED
Enzo Biochem, Inc.
ENZ
| $373K | ﹤0.01% |
141,724
+47,013
| +50% | +$124K |
|
4958
Grupo Aval
AVAL
$3.97B
| $372K | ﹤0.01% |
42,615
+28,067
| +193% | +$245K |
|
|
CHMI
4959
Cherry Hill Mortgage Investment Corp
CHMI
$109M
| $370K | ﹤0.01% |
25,387
+14,213
| +127% | +$207K |
|
|
SOHU
4960
Sohu.com
SOHU
$467M
| $370K | ﹤0.01% |
33,126
+29,621
| +845% | +$331K |
|
|
HABT
4961
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $370K | ﹤0.01% |
35,451
+16,469
| +87% | +$172K |
|
4962
Esquire Financial Holdings
ESQ
$834M
| $369K | ﹤0.01% |
14,145
+9,105
| +181% | +$238K |
|
|
MFSF
4963
DELISTED
MutualFirst Financial Inc
MFSF
| $368K | ﹤0.01% |
9,294
+5,921
| +176% | +$234K |
|
4964
Citi Trends
CTRN
$287M
| $366K | ﹤0.01% |
15,791
+8,319
| +111% | +$193K |
|
4965
The 3D Printing ETF
PRNT
$79.2M
| $363K | ﹤0.01% |
16,158
-3,247
| -17% | -$72.9K |
|
|
HEWG
4966
DELISTED
iShares Currency Hedged MSCI Germany ETF
HEWG
| $363K | ﹤0.01% |
12,527
+1,199
| +11% | +$34.7K |
|
4967
Tiptree Inc
TIPT
$889M
| $362K | ﹤0.01% |
44,431
+23,911
| +117% | +$195K |
|
|
AVID
4968
DELISTED
Avid Technology Inc
AVID
| $361K | ﹤0.01% |
42,061
+31,820
| +311% | +$273K |
|
|
MHE
4969
DELISTED
BlackRock Massachusetts Tax-Exempt Trust
MHE
| $361K | ﹤0.01% |
27,316
+4,790
| +21% | +$63.3K |
|
4970
Princeton Bancorp
BPRN
$223M
| $360K | ﹤0.01% |
11,451
+5,954
| +108% | +$187K |
|
4971
Galmed Pharmaceuticals
GLMD
$8M
| $360K | ﹤0.01% |
346
+256
| +284% | +$266K |
|
4972
Mid Penn Bancorp
MPB
$698M
| $359K | ﹤0.01% |
12,447
+5,685
| +84% | +$164K |
|
|
CFB
4973
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $359K | ﹤0.01% |
24,906
+21,794
| +700% | +$314K |
|
4974
Build-A-Bear
BBW
$996M
| $358K | ﹤0.01% |
110,382
-477,470
| -81% | -$1.55M |
|
|
CVLY
4975
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $357K | ﹤0.01% |
15,518
+9,944
| +178% | +$229K |
|