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 | |
|---|---|---|---|---|---|---|
4951
Franklin FTSE China ETF
FLCH
$244M
| $1.03M | ﹤0.01% |
47,489
+31,357
| +194% | +$681K |
|
4952
Ribbon Communications
RBBN
$685M
| $1.03M | ﹤0.01% |
256,966
-135,904
| -35% | -$545K |
|
|
PFO
4953
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$129M
| $1.03M | ﹤0.01% |
111,328
-24,444
| -18% | -$226K |
|
4954
VanEck Retail ETF
RTH
$262M
| $1.03M | ﹤0.01% |
4,313
-67
| -2% | -$16K |
|
4955
Invesco Trust for Investment Grade New York Municipals
VTN
$159M
| $1.03M | ﹤0.01% |
98,541
+8,493
| +9% | +$88.7K |
|
4956
MasterCraft Boat Holdings
MCFT
$353M
| $1.03M | ﹤0.01% |
55,314
-116,431
| -68% | -$2.16M |
|
|
CRON
4957
Cronos Group
CRON
$1B
| $1.03M | ﹤0.01% |
537,011
+60,892
| +13% | +$116K |
|
4958
Tenax Therapeutics
TENX
$29.2M
| $1.03M | ﹤0.01% |
178,010
+56,916
| +47% | +$328K |
|
4959
Korro Bio
KRRO
$339M
| $1.02M | ﹤0.01% |
81,733
+38,633
| +90% | +$483K |
|
4960
Companhia Siderúrgica Nacional
SID
$2.04B
| $1.02M | ﹤0.01% |
727,504
-402,003
| -36% | -$563K |
|
|
ALMS
4961
Alumis Inc
ALMS
$434M
| $1.02M | ﹤0.01% |
339,099
+110,101
| +48% | +$330K |
|
4962
Lakeland Industries
LAKE
$140M
| $1.01M | ﹤0.01% |
74,567
+51,887
| +229% | +$706K |
|
|
ADAP
4963
Adaptimmune Therapeutics
ADAP
$38.3M
| $1.01M | ﹤0.01% |
4,232,268
+1,516,321
| +56% | +$363K |
|
|
TNGY
4964
Tortoise Energy Fund
TNGY
$515M
| $1.01M | ﹤0.01% |
+110,509
| New | +$1.01M |
|
4965
Rocky Brands
RCKY
$217M
| $1.01M | ﹤0.01% |
45,549
+12,773
| +39% | +$283K |
|
4966
Gossamer Bio
GOSS
$694M
| $1.01M | ﹤0.01% |
818,691
+359,158
| +78% | +$442K |
|
|
PGP
4967
PIMCO Global StockPLUS & Income Fund
PGP
$98.8M
| $1M | ﹤0.01% |
120,797
+36,706
| +44% | +$304K |
|
4968
Mayville Engineering Co
MEC
$291M
| $994K | ﹤0.01% |
62,302
+33,451
| +116% | +$534K |
|
4969
CuriosityStream
CURI
$305M
| $994K | ﹤0.01% |
176,616
+143,792
| +438% | +$810K |
|
|
DOYU
4970
DouYu International Holdings
DOYU
$232M
| $994K | ﹤0.01% |
153,408
+39,649
| +35% | +$257K |
|
4971
Preformed Line Products
PLPC
$994M
| $994K | ﹤0.01% |
6,217
+1,369
| +28% | +$219K |
|
4972
Lightbridge
LTBR
$473M
| $991K | ﹤0.01% |
74,118
-213,989
| -74% | -$2.86M |
|
4973
Acacia Research
ACTG
$319M
| $990K | ﹤0.01% |
276,601
+142,137
| +106% | +$509K |
|
|
VFL
4974
abrdn National Municipal Income Fund
VFL
$127M
| $983K | ﹤0.01% |
101,792
+36,558
| +56% | +$353K |
|
4975
AMES National
ATLO
$184M
| $982K | ﹤0.01% |
55,154
+1,247
| +2% | +$22.2K |
|