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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5076
Applovin
APP
$213B
| $826K | ﹤0.01% |
+10,995
| New | +$826K |
|
5077
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$100M
| $825K | ﹤0.01% |
7,683
+3,107
| +68% | +$334K |
|
5078
PDS Biotechnology
PDSB
$56M
| $825K | ﹤0.01% |
65,703
+62,913
| +2,255% | +$790K |
|
|
VLTA
5079
DELISTED
Volta Inc.
VLTA
| $824K | ﹤0.01% |
82,202
-84,136
| -51% | -$843K |
|
|
NWLI
5080
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $819K | ﹤0.01% |
3,651
+796
| +28% | +$179K |
|
|
ATHE
5081
Alterity Therapeutics
ATHE
$68.1M
| $817K | ﹤0.01% |
62,826
+35
| +0.1% | +$455 |
|
5082
EVgo
EVGO
$624M
| $816K | ﹤0.01% |
54,328
+14,450
| +36% | +$217K |
|
|
BRG
5083
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $815K | ﹤0.01% |
80,084
+49,494
| +162% | +$504K |
|
5084
FVCBankcorp
FVCB
$245M
| $814K | ﹤0.01% |
58,935
+326
| +0.6% | +$4.5K |
|
5085
SandRidge Energy
SD
$431M
| $812K | ﹤0.01% |
129,232
+123,013
| +1,978% | +$773K |
|
5086
Hims & Hers Health
HIMS
$11.9B
| $808K | ﹤0.01% |
74,244
+61,774
| +495% | +$672K |
|
5087
Rockwell Medical
RMTI
$52M
| $805K | ﹤0.01% |
80,345
-17,728
| -18% | -$178K |
|
5088
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$252M
| $803K | ﹤0.01% |
33,384
-19,064
| -36% | -$459K |
|
|
MILE
5089
DELISTED
Metromile, Inc. Common Stock
MILE
| $803K | ﹤0.01% |
87,688
+12,443
| +17% | +$114K |
|
|
AMTI
5090
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
| $802K | ﹤0.01% |
17,548
+10,842
| +162% | +$496K |
|
5091
Galicia Financial Group
GGAL
$4.57B
| $800K | ﹤0.01% |
92,736
-11,499
| -11% | -$99.2K |
|
|
KLR
5092
DELISTED
Kaleyra, Inc.
KLR
| $800K | ﹤0.01% |
18,673
-20,828
| -53% | -$892K |
|
|
BLU
5093
DELISTED
BELLUS Health Inc.
BLU
| $799K | ﹤0.01% |
256,856
+208,746
| +434% | +$649K |
|
5094
Century Casinos
CNTY
$82M
| $798K | ﹤0.01% |
59,361
+58,094
| +4,585% | +$781K |
|
5095
Evoke Pharma
EVOK
$7.99M
| $798K | ﹤0.01% |
4,046
-981
| -20% | -$193K |
|
|
CXH
5096
MFS Investment Grade Municipal Trust
CXH
$64.4M
| $795K | ﹤0.01% |
77,305
+2,688
| +4% | +$27.6K |
|
5097
Full House Resorts
FLL
$125M
| $793K | ﹤0.01% |
79,782
+61,863
| +345% | +$615K |
|
|
TAST
5098
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $792K | ﹤0.01% |
131,604
+109,162
| +486% | +$657K |
|
|
QMN
5099
DELISTED
IQ Hedge Market Neutral Tracker ETF
QMN
| $792K | ﹤0.01% |
28,928
+1,992
| +7% | +$54.5K |
|
5100
SPDR S&P North American Natural Resources ETF
NANR
$656M
| $791K | ﹤0.01% |
19,015
+9,069
| +91% | +$377K |
|