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 | |
|---|---|---|---|---|---|---|
5026
Critical Metals Corp
CRML
$708M
| $889K | ﹤0.01% |
248,188
+177,474
| +251% | +$635K |
|
5027
Biote Corp
BTMD
$100M
| $887K | ﹤0.01% |
220,682
+103,140
| +88% | +$415K |
|
5028
SoundThinking
SSTI
$157M
| $885K | ﹤0.01% |
67,763
+2,607
| +4% | +$34K |
|
5029
Liberty Latin America Class A
LILA
$1.59B
| $884K | ﹤0.01% |
144,913
-49,121
| -25% | -$300K |
|
5030
Virtus LifeSci Biotech Products ETF
BBP
$27.9M
| $884K | ﹤0.01% |
15,177
+6,156
| +68% | +$358K |
|
|
HSHP
5031
Himalaya Shipping
HSHP
$407M
| $884K | ﹤0.01% |
153,147
-70,753
| -32% | -$408K |
|
|
BIOA
5032
BioAge Labs
BIOA
$176M
| $882K | ﹤0.01% |
213,503
+183,877
| +621% | +$759K |
|
|
TPIC
5033
DELISTED
TPI Composites
TPIC
| $880K | ﹤0.01% |
1,023,774
-97,302
| -9% | -$83.6K |
|
|
DGNX
5034
Diginex Ltd
DGNX
$2.75B
| $879K | ﹤0.01% |
17,089
+11,017
| +181% | +$567K |
|
5035
LCNB Corp
LCNB
$227M
| $877K | ﹤0.01% |
60,380
-10,573
| -15% | -$154K |
|
5036
Health Catalyst
HCAT
$203M
| $873K | ﹤0.01% |
231,589
+42,563
| +23% | +$160K |
|
5037
Savara
SVRA
$610M
| $872K | ﹤0.01% |
382,613
+127,100
| +50% | +$290K |
|
5038
ALPS Clean Energy ETF
ACES
$98.8M
| $870K | ﹤0.01% |
33,712
-8,905
| -21% | -$230K |
|
5039
OP Bancorp
OPBK
$219M
| $870K | ﹤0.01% |
66,944
+14,717
| +28% | +$191K |
|
5040
Euroseas
ESEA
$438M
| $870K | ﹤0.01% |
19,445
+13,841
| +247% | +$619K |
|
5041
Advantage Solutions
ADV
$577M
| $869K | ﹤0.01% |
658,643
+339,656
| +106% | +$448K |
|
5042
VanEck Israel ETF
ISRA
$108M
| $867K | ﹤0.01% |
16,720
-2,222
| -12% | -$115K |
|
5043
Vista Gold
VGZ
$282M
| $863K | ﹤0.01% |
884,817
-8,117
| -0.9% | -$7.92K |
|
5044
Invesco KBW Regional Banking ETF
KBWR
$53.2M
| $863K | ﹤0.01% |
14,930
-3,719
| -20% | -$215K |
|
5045
Claros Mortgage Trust
CMTG
$524M
| $860K | ﹤0.01% |
301,650
-150,323
| -33% | -$428K |
|
5046
BW LPG
BWLP
$2.32B
| $858K | ﹤0.01% |
72,491
+33,662
| +87% | +$398K |
|
5047
Dimensional International High Profitability ETF
DIHP
$4.49B
| $857K | ﹤0.01% |
29,065
-2,503
| -8% | -$73.8K |
|
5048
Barfresh Food Group
BRFH
$64.4M
| $857K | ﹤0.01% |
250,466
+51,240
| +26% | +$175K |
|
|
PHLT
5049
Performant Healthcare Inc
PHLT
$612M
| $856K | ﹤0.01% |
214,060
+85,654
| +67% | +$343K |
|
5050
Superior Group of Companies
SGC
$180M
| $854K | ﹤0.01% |
82,904
+6,994
| +9% | +$72K |
|