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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4951
Kodiak Sciences
KOD
$486M
| $943K | ﹤0.01% |
361,189
-44,093
| -11% | -$115K |
|
4952
VanEck Retail ETF
RTH
$262M
| $943K | ﹤0.01% |
4,320
-273
| -6% | -$59.6K |
|
4953
Microvision
MVIS
$355M
| $942K | ﹤0.01% |
826,529
+316,966
| +62% | +$361K |
|
|
SEG
4954
Seaport Entertainment Group Inc.
SEG
$311M
| $940K | ﹤0.01% |
+34,278
| New | +$940K |
|
4955
VanEck Israel ETF
ISRA
$106M
| $937K | ﹤0.01% |
23,947
-1,961
| -8% | -$76.8K |
|
4956
VanEck Natural Resources ETF
HAP
$170M
| $936K | ﹤0.01% |
17,761
-741
| -4% | -$39.1K |
|
4957
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$294M
| $932K | ﹤0.01% |
16,323
+227
| +1% | +$13K |
|
4958
Tucows
TCX
$204M
| $931K | ﹤0.01% |
44,558
+13,597
| +44% | +$284K |
|
4959
Gambling.com
GAMB
$287M
| $929K | ﹤0.01% |
92,677
+30,419
| +49% | +$305K |
|
|
TWFG
4960
TWFG, Inc. Common Stock
TWFG
$376M
| $926K | ﹤0.01% |
+34,159
| New | +$926K |
|
4961
1stdibs.com
DIBS
$102M
| $925K | ﹤0.01% |
209,761
-103,737
| -33% | -$457K |
|
4962
BigBear.ai
BBAI
$2.23B
| $924K | ﹤0.01% |
633,128
+262,157
| +71% | +$383K |
|
4963
iShares MSCI Brazil Small-Cap ETF
EWZS
$191M
| $923K | ﹤0.01% |
73,341
+22,957
| +46% | +$289K |
|
4964
VanEck Merk Gold Trust
OUNZ
$2.01B
| $922K | ﹤0.01% |
36,300
+170
| +0.5% | +$4.32K |
|
4965
Bridger Aerospace
BAER
$97.7M
| $922K | ﹤0.01% |
415,158
-99,622
| -19% | -$221K |
|
4966
BayCom
BCML
$325M
| $921K | ﹤0.01% |
38,814
+15,419
| +66% | +$366K |
|
4967
Hooker Furnishings Corp
HOFT
$111M
| $918K | ﹤0.01% |
50,776
+18,324
| +56% | +$331K |
|
4968
Timberland Bancorp
TSBK
$280M
| $918K | ﹤0.01% |
30,330
+12,982
| +75% | +$393K |
|
|
PWOD
4969
DELISTED
Penns Woods Bancorp
PWOD
| $915K | ﹤0.01% |
38,449
-9,331
| -20% | -$222K |
|
|
MGF
4970
MFS Government Markets Income Trust
MGF
$101M
| $914K | ﹤0.01% |
276,107
+11,602
| +4% | +$38.4K |
|
4971
ALPS O'Shares Global Internet Giants ETF
OGIG
$166M
| $913K | ﹤0.01% |
21,831
-6,911
| -24% | -$289K |
|
4972
Citizens & Northern Corp
CZNC
$311M
| $912K | ﹤0.01% |
46,293
+25,168
| +119% | +$496K |
|
4973
GraniteShares 2x Long COIN Daily ETF
CONL
$813M
| $910K | ﹤0.01% |
36,633
+12,889
| +54% | +$320K |
|
|
PHT
4974
Pioneer High Income Fund
PHT
$245M
| $905K | ﹤0.01% |
113,071
+6,548
| +6% | +$52.4K |
|
|
CRESY
4975
Cresud
CRESY
$555M
| $902K | ﹤0.01% |
104,405
+138
| +0.1% | +$1.19K |
|