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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5001
Praxis Precision Medicines
PRAX
$979M
| $737K | ﹤0.01% |
4,807
+3,454
| +255% | +$530K |
|
|
XXII
5002
22nd Century Group
XXII
$6.62M
| – | – |
0
| – | -$1.02M |
|
|
FINV
5003
FinVolution Group
FINV
$1.99B
| $735K | ﹤0.01% |
184,950
+30,000
| +19% | +$119K |
|
5004
Mesa Air Group
MESA
$58.2M
| $735K | ﹤0.01% |
167,275
-51,846
| -24% | -$228K |
|
5005
Paymentus
PAY
$4.37B
| $735K | ﹤0.01% |
34,896
+31,343
| +882% | +$660K |
|
5006
Annexon
ANNX
$289M
| $732K | ﹤0.01% |
268,322
-31,975
| -11% | -$87.2K |
|
5007
Globalstar
GSAT
$4.37B
| $732K | ﹤0.01% |
33,206
-156,187
| -82% | -$3.44M |
|
|
HYB
5008
DELISTED
New America High Income Fund, Inc.
HYB
| $732K | ﹤0.01% |
90,291
+8,066
| +10% | +$65.4K |
|
|
AUTL
5009
Autolus Therapeutics
AUTL
$354M
| $731K | ﹤0.01% |
175,259
+19,319
| +12% | +$80.6K |
|
|
RFM
5010
RiverNorth Flexible Municipal Income Fund
RFM
$87.4M
| $731K | ﹤0.01% |
39,332
+8,800
| +29% | +$164K |
|
5011
Teekay
TK
$730M
| $730K | ﹤0.01% |
230,324
+6,521
| +3% | +$20.7K |
|
|
TGA
5012
DELISTED
Transglobe Energy Corp
TGA
| $727K | ﹤0.01% |
199,834
-2,590
| -1% | -$9.42K |
|
|
IPOD
5013
DELISTED
Social Capital Hedosophia Holdings Corp. IV
IPOD
| $725K | ﹤0.01% |
72,560
+19,119
| +36% | +$191K |
|
5014
FTC Solar
FTCI
$109M
| $724K | ﹤0.01% |
14,670
+1,411
| +11% | +$69.6K |
|
|
SFT
5015
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
| $720K | ﹤0.01% |
32,754
-67,243
| -67% | -$1.48M |
|
5016
Friedman Industries
FRD
$151M
| $715K | ﹤0.01% |
81,205
+5,805
| +8% | +$51.1K |
|
5017
Akebia Therapeutics
AKBA
$756M
| $714K | ﹤0.01% |
995,714
-200,500
| -17% | -$144K |
|
|
CNVY
5018
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
| $714K | ﹤0.01% |
109,203
-45,076
| -29% | -$295K |
|
5019
Suzano
SUZ
$11.8B
| $712K | ﹤0.01% |
61,266
+39,335
| +179% | +$457K |
|
5020
Franklin Financial Services
FRAF
$218M
| $711K | ﹤0.01% |
21,481
+214
| +1% | +$7.08K |
|
|
MYND
5021
Mynd.ai
MYND
$36.4M
| $710K | ﹤0.01% |
76,272
| – | – |
|
5022
ProShares UltraShort QQQ
QID
$288M
| $710K | ﹤0.01% |
8,145
+3,650
| +81% | +$318K |
|
5023
Stellar Bancorp
STEL
$1.61B
| $710K | ﹤0.01% |
22,920
+13,841
| +152% | +$429K |
|
5024
Peapack-Gladstone Financial
PGC
$526M
| $709K | ﹤0.01% |
20,418
+4,093
| +25% | +$142K |
|
|
IRNT
5025
DELISTED
IronNet, Inc.
IRNT
| $708K | ﹤0.01% |
186,264
+94,232
| +102% | +$358K |
|