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 | |
|---|---|---|---|---|---|---|
5076
Cassava Sciences
SAVA
$110M
| $815K | ﹤0.01% |
450,547
+74,197
| +20% | +$134K |
|
|
GB
5077
DELISTED
Global Blue Group Holding
GB
| $814K | ﹤0.01% |
108,938
+20,556
| +23% | +$154K |
|
5078
Richtech Robotics
RR
$715M
| $810K | ﹤0.01% |
415,425
+343,288
| +476% | +$669K |
|
|
EEA
5079
European Equity Fund
EEA
$72.1M
| $802K | ﹤0.01% |
78,364
-1,045
| -1% | -$10.7K |
|
5080
NET Power
NPWR
$190M
| $798K | ﹤0.01% |
323,082
+196,506
| +155% | +$485K |
|
5081
Direxion Daily Technology Bull 3x Shares
TECL
$4.09B
| $798K | ﹤0.01% |
8,524
+4,418
| +108% | +$413K |
|
5082
Paysign
PAYS
$306M
| $796K | ﹤0.01% |
110,493
+46,440
| +73% | +$334K |
|
5083
Dimensional International Small Cap Value ETF
DISV
$3.54B
| $794K | ﹤0.01% |
24,131
+4,987
| +26% | +$164K |
|
|
SOHU
5084
Sohu.com
SOHU
$468M
| $792K | ﹤0.01% |
59,471
-6,400
| -10% | -$85.2K |
|
5085
ARK Israel Innovative Technology ETF
IZRL
$124M
| $791K | ﹤0.01% |
29,125
+1,000
| +4% | +$27.2K |
|
5086
Legacy Housing
LEGH
$650M
| $791K | ﹤0.01% |
34,913
-32,737
| -48% | -$742K |
|
5087
iHeartMedia
IHRT
$455M
| $791K | ﹤0.01% |
449,452
-236,461
| -34% | -$416K |
|
|
RAPP
5088
Rapport Therapeutics
RAPP
$1.22B
| $790K | ﹤0.01% |
69,463
-7,141
| -9% | -$81.2K |
|
|
HOND
5089
HCM II Acquisition Corp
HOND
$388M
| $788K | ﹤0.01% |
70,969
+50,969
| +255% | +$566K |
|
5090
AdvisorShares Insider Advantage ETF
SURE
$49M
| $782K | ﹤0.01% |
6,658
-409
| -6% | -$48.1K |
|
5091
Idaho Strategic Resources
IDR
$448M
| $781K | ﹤0.01% |
59,676
+31,475
| +112% | +$412K |
|
|
ALTS
5092
ALT5 Sigma
ALTS
$487M
| $776K | ﹤0.01% |
107,150
+43,339
| +68% | +$314K |
|
5093
Erasca
ERAS
$522M
| $774K | ﹤0.01% |
609,343
+31,105
| +5% | +$39.5K |
|
|
CEV
5094
Eaton Vance California Municipal Income Trust
CEV
$70.5M
| $773K | ﹤0.01% |
79,841
-5,578
| -7% | -$54K |
|
5095
ProShares Ultra QQQ
QLD
$9.69B
| $773K | ﹤0.01% |
6,564
+3,930
| +149% | +$463K |
|
|
SLSR
5096
Solaris Resources
SLSR
$857M
| $770K | ﹤0.01% |
168,131
+138,935
| +476% | +$636K |
|
5097
CytomX Therapeutics
CTMX
$327M
| $770K | ﹤0.01% |
339,206
+278,622
| +460% | +$632K |
|
|
MSTU
5098
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$1.1B
| $767K | ﹤0.01% |
88,645
-9,846
| -10% | -$85.2K |
|
5099
BayCom
BCML
$325M
| $767K | ﹤0.01% |
27,665
-298
| -1% | -$8.26K |
|
5100
RGC Resources
RGCO
$234M
| $765K | ﹤0.01% |
34,202
+560
| +2% | +$12.5K |
|