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
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5026
Marine Products Corp
MPX
$320M
| $1.35M | ﹤0.01% |
118,558
+86,610
| +271% | +$987K |
|
5027
Ispire Technology
ISPR
$159M
| $1.35M | ﹤0.01% |
111,392
+100,895
| +961% | +$1.22M |
|
5028
Semler Scientific
SMLR
$432M
| $1.35M | ﹤0.01% |
30,484
+20,729
| +212% | +$918K |
|
5029
Beyond Air
XAIR
$15.2M
| $1.35M | ﹤0.01% |
34,420
+24,271
| +239% | +$951K |
|
5030
Mach Natural Resources
MNR
$1.55B
| $1.34M | ﹤0.01% |
+81,472
| New | +$1.34M |
|
|
FAM
5031
DELISTED
First Trust/abrdn Global Opportunity Income Fund
FAM
| $1.34M | ﹤0.01% |
213,030
+98,303
| +86% | +$618K |
|
5032
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$36.6M
| $1.33M | ﹤0.01% |
28,082
+12,673
| +82% | +$601K |
|
5033
SoundThinking
SSTI
$157M
| $1.33M | ﹤0.01% |
51,906
+44,050
| +561% | +$1.13M |
|
5034
Invesco Next Gen Media and Gaming ETF
GGME
$162M
| $1.32M | ﹤0.01% |
34,220
+19,336
| +130% | +$748K |
|
5035
Mural Oncology
MURA
$36M
| $1.31M | ﹤0.01% |
+221,366
| New | +$1.31M |
|
5036
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$59.7M
| $1.31M | ﹤0.01% |
61,890
+20,622
| +50% | +$436K |
|
5037
Lincoln Educational Services
LINC
$663M
| $1.31M | ﹤0.01% |
130,108
+97,674
| +301% | +$981K |
|
5038
Gores Guggenheim
PSNY
$2.1B
| $1.3M | ﹤0.01% |
577,096
-229,802
| -28% | -$519K |
|
|
FMN
5039
Federated Hermes Premier Municipal Income Fund
FMN
$86.3M
| $1.3M | ﹤0.01% |
118,448
-166,703
| -58% | -$1.83M |
|
5040
Franklin Financial Services
FRAF
$219M
| $1.3M | ﹤0.01% |
41,184
+20,379
| +98% | +$643K |
|
5041
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$90M
| $1.3M | ﹤0.01% |
23,618
+22,254
| +1,632% | +$1.22M |
|
5042
Aemetis
AMTX
$154M
| $1.29M | ﹤0.01% |
246,634
+87,669
| +55% | +$459K |
|
5043
iShares International Treasury Bond ETF
ISHG
$659M
| $1.29M | ﹤0.01% |
17,900
+9,563
| +115% | +$689K |
|
5044
Innodata
INOD
$2.25B
| $1.29M | ﹤0.01% |
158,154
+137,258
| +657% | +$1.12M |
|
|
ESSA
5045
DELISTED
ESSA Bancorp
ESSA
| $1.29M | ﹤0.01% |
64,292
+42,866
| +200% | +$858K |
|
5046
Perma-Pipe International
PPIH
$193M
| $1.29M | ﹤0.01% |
162,064
+88,531
| +120% | +$703K |
|
5047
SES AI
SES
$576M
| $1.28M | ﹤0.01% |
698,950
+513,609
| +277% | +$940K |
|
5048
Gran Tierra Energy
GTE
$137M
| $1.27M | ﹤0.01% |
226,014
+113,565
| +101% | +$641K |
|
5049
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
| $1.27M | ﹤0.01% |
33,486
+15,344
| +85% | +$583K |
|
5050
MainStreet Bancshares
MNSB
$166M
| $1.27M | ﹤0.01% |
51,170
+39,451
| +337% | +$979K |
|