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 | |
|---|---|---|---|---|---|---|
4976
Xilio Therapeutics
XLO
$40.4M
| $982K | ﹤0.01% |
1,444,326
+288,488
| +25% | +$196K |
|
4977
PLAYSTUDIOS Inc
MYPS
$125M
| $975K | ﹤0.01% |
744,593
+4,173
| +0.6% | +$5.47K |
|
|
AFCG
4978
AFC Gamma
AFCG
$100M
| $974K | ﹤0.01% |
217,424
+111,237
| +105% | +$498K |
|
4979
Dakota Gold
DC
$536M
| $971K | ﹤0.01% |
263,143
+82,018
| +45% | +$303K |
|
4980
Seanergy Maritime Holdings
SHIP
$183M
| $970K | ﹤0.01% |
153,772
-77,987
| -34% | -$492K |
|
4981
HighPeak Energy
HPK
$844M
| $967K | ﹤0.01% |
98,684
-12,514
| -11% | -$123K |
|
4982
TrueCar
TRUE
$205M
| $965K | ﹤0.01% |
507,772
-464,646
| -48% | -$883K |
|
4983
Myomo
MYO
$32.9M
| $962K | ﹤0.01% |
445,495
+135,151
| +44% | +$292K |
|
4984
Champions Oncology
CSBR
$90.6M
| $962K | ﹤0.01% |
130,500
+42,068
| +48% | +$310K |
|
4985
Nuveen Municipal Income
NMI
$102M
| $961K | ﹤0.01% |
95,651
+19,770
| +26% | +$199K |
|
|
MTLS
4986
Materialise
MTLS
$312M
| $958K | ﹤0.01% |
169,583
+80,815
| +91% | +$457K |
|
4987
Xponential Fitness
XPOF
$278M
| $958K | ﹤0.01% |
127,901
-42,241
| -25% | -$316K |
|
4988
Pangaea Logistics
PANL
$354M
| $955K | ﹤0.01% |
203,254
-74,842
| -27% | -$352K |
|
4989
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$291M
| $955K | ﹤0.01% |
16,289
+416
| +3% | +$24.4K |
|
4990
iPath Select MLP ETN
ATMP
$500M
| $955K | ﹤0.01% |
32,570
+4,452
| +16% | +$131K |
|
4991
Diana Shipping
DSX
$214M
| $950K | ﹤0.01% |
650,977
+9,074
| +1% | +$13.2K |
|
4992
Roundhill Ball Metaverse ETF
METV
$332M
| $948K | ﹤0.01% |
55,640
+4,454
| +9% | +$75.9K |
|
4993
Aura Biosciences
AURA
$378M
| $941K | ﹤0.01% |
150,288
+50,841
| +51% | +$318K |
|
4994
DiaMedica Therapeutics
DMAC
$353M
| $938K | ﹤0.01% |
240,476
+136,893
| +132% | +$534K |
|
4995
Eledon Pharmaceuticals
ELDN
$153M
| $937K | ﹤0.01% |
345,629
+123,672
| +56% | +$335K |
|
4996
Weyco Group
WEYS
$294M
| $933K | ﹤0.01% |
28,142
+9,011
| +47% | +$299K |
|
4997
MediWound
MDWD
$185M
| $933K | ﹤0.01% |
48,161
+11,572
| +32% | +$224K |
|
|
BMNR
4998
BitMine Immersion Technologies
BMNR
$10.6B
| $932K | ﹤0.01% |
+27,485
| New | +$932K |
|
|
CXE
4999
MFS High Income Municipal Trust
CXE
$116M
| $931K | ﹤0.01% |
259,992
+9,997
| +4% | +$35.8K |
|
5000
Blue Ridge Bankshares
BRBS
$396M
| $930K | ﹤0.01% |
259,179
+186,328
| +256% | +$669K |
|