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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5026
American Coastal Insurance
ACIC
$543M
| $770K | ﹤0.01% |
493,346
+410,077
| +492% | +$640K |
|
5027
Seres Therapeutics
MCRB
$158M
| $770K | ﹤0.01% |
11,232
-18,544
| -62% | -$1.27M |
|
5028
Alerus Financial
ALRS
$595M
| $764K | ﹤0.01% |
32,085
-12,360
| -28% | -$294K |
|
5029
Ceragon Networks
CRNT
$228M
| $763K | ﹤0.01% |
296,746
-150,700
| -34% | -$387K |
|
5030
Lakeland Industries
LAKE
$141M
| $760K | ﹤0.01% |
49,451
-1,607
| -3% | -$24.7K |
|
5031
Southern Missouri Bancorp
SMBC
$635M
| $760K | ﹤0.01% |
16,782
+1,259
| +8% | +$57K |
|
|
MFGP
5032
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $760K | ﹤0.01% |
225,354
+21,787
| +11% | +$73.5K |
|
5033
FerroAtlántica
GSM
$786M
| $757K | ﹤0.01% |
127,334
+26,084
| +26% | +$155K |
|
5034
Direxion Daily Technology Bull 3x Shares
TECL
$3.97B
| $757K | ﹤0.01% |
26,948
+26,299
| +4,052% | +$739K |
|
|
DBGR
5035
DELISTED
Xtrackers MSCI Germany Hedged Equity ETF
DBGR
| $757K | ﹤0.01% |
30,120
+9,812
| +48% | +$247K |
|
5036
Global X Guru Index ETF
GURU
$55.3M
| $753K | ﹤0.01% |
22,688
-1,991
| -8% | -$66.1K |
|
5037
Voyager Therapeutics
VYGR
$249M
| $753K | ﹤0.01% |
127,432
-23,770
| -16% | -$140K |
|
5038
NeueHealth
NEUE
$59.9M
| $752K | ﹤0.01% |
5,166
+1,431
| +38% | +$208K |
|
5039
Information Services Group
III
$267M
| $749K | ﹤0.01% |
110,667
+44,431
| +67% | +$301K |
|
5040
NVE Corp
NVEC
$324M
| $749K | ﹤0.01% |
16,097
+12,787
| +386% | +$595K |
|
|
PAMT
5041
PAMT CORP Common Stock
PAMT
$274M
| $746K | ﹤0.01% |
27,257
+8,606
| +46% | +$236K |
|
|
USER
5042
DELISTED
UserTesting, Inc.
USER
| $746K | ﹤0.01% |
148,683
-175,530
| -54% | -$881K |
|
5043
Aveanna Healthcare
AVAH
$1.77B
| $743K | ﹤0.01% |
328,834
+273,679
| +496% | +$618K |
|
5044
Bausch + Lomb
BLCO
$5.44B
| $742K | ﹤0.01% |
+48,711
| New | +$742K |
|
5045
Invesco India ETF
PIN
$214M
| $741K | ﹤0.01% |
32,597
-6,743
| -17% | -$153K |
|
5046
WisdomTree Global High Dividend Fund
DEW
$123M
| $740K | ﹤0.01% |
16,092
-17,509
| -52% | -$805K |
|
5047
Dimensional US Targeted Value ETF
DFAT
$11.9B
| $739K | ﹤0.01% |
18,376
+2,482
| +16% | +$99.8K |
|
|
DHY
5048
Credit Suisse High Yield Credit Fund
DHY
$219M
| $737K | ﹤0.01% |
390,021
+318,685
| +447% | +$602K |
|
5049
Duluth Holdings
DLTH
$153M
| $735K | ﹤0.01% |
76,979
+54,243
| +239% | +$518K |
|
5050
Paymentus
PAY
$4.33B
| $734K | ﹤0.01% |
54,859
+19,963
| +57% | +$267K |
|