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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5126
Evolus
EOLS
$415M
| $448K | ﹤0.01% |
59,625
-3,375
| -5% | -$25.3K |
|
5127
Omeros
OMER
$290M
| $447K | ﹤0.01% |
197,877
-172,547
| -47% | -$390K |
|
5128
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$240M
| $447K | ﹤0.01% |
1,979
-18,336
| -90% | -$4.14M |
|
5129
ProShares Ultra Silver
AGQ
$823M
| $446K | ﹤0.01% |
13,927
-13,766
| -50% | -$441K |
|
5130
Harrow
HROW
$1.68B
| $445K | ﹤0.01% |
30,161
+18,365
| +156% | +$271K |
|
5131
Pangaea Logistics
PANL
$368M
| $441K | ﹤0.01% |
85,674
+11,417
| +15% | +$58.8K |
|
5132
iShares US & Intl High Yield Corp Bond ETF
GHYG
$182M
| $441K | ﹤0.01% |
10,652
-8,917
| -46% | -$369K |
|
5133
Annexon
ANNX
$290M
| $439K | ﹤0.01% |
84,971
+30,026
| +55% | +$155K |
|
5134
Invesco CurrencyShares Canadian Dollar Trust
FXC
$92.1M
| $436K | ﹤0.01% |
6,038
-3,962
| -40% | -$286K |
|
5135
UroGen Pharma
URGN
$873M
| $436K | ﹤0.01% |
49,149
+4,139
| +9% | +$36.7K |
|
5136
Fennec Pharmaceuticals
FENC
$249M
| $436K | ﹤0.01% |
45,376
+9,314
| +26% | +$89.4K |
|
5137
Nexa Resources
NEXA
$649M
| $435K | ﹤0.01% |
72,184
-65,456
| -48% | -$395K |
|
5138
Village Farms International
VFF
$305M
| $435K | ﹤0.01% |
324,495
-50,298
| -13% | -$67.4K |
|
5139
Praxis Precision Medicines
PRAX
$952M
| $433K | ﹤0.01% |
12,137
-6,188
| -34% | -$221K |
|
5140
Princeton Bancorp
BPRN
$220M
| $432K | ﹤0.01% |
13,634
+3,995
| +41% | +$127K |
|
|
MYND
5141
Mynd.ai
MYND
$36.1M
| $432K | ﹤0.01% |
76,220
-38
| -0% | -$215 |
|
5142
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.17B
| $431K | ﹤0.01% |
9,337
+4,924
| +112% | +$227K |
|
5143
Actinium Pharmaceuticals
ATNM
$51.5M
| $431K | ﹤0.01% |
40,473
-9,699
| -19% | -$103K |
|
5144
Pharvaris
PHVS
$1.58B
| $430K | ﹤0.01% |
38,180
+19,085
| +100% | +$215K |
|
5145
Alta Equipment Group
ALTG
$235M
| $429K | ﹤0.01% |
32,539
+11,378
| +54% | +$150K |
|
5146
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
| $428K | ﹤0.01% |
8,730
+2,170
| +33% | +$106K |
|
|
EXAI
5147
DELISTED
Exscientia Plc American Depositary Shares
EXAI
| $426K | ﹤0.01% |
79,963
+46,087
| +136% | +$246K |
|
|
TIG
5148
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
| $426K | ﹤0.01% |
70,966
-62,072
| -47% | -$372K |
|
5149
Design Therapeutics
DSGN
$356M
| $425K | ﹤0.01% |
41,424
-17,511
| -30% | -$180K |
|
5150
Kewaunee Scientific
KEQU
$131M
| $423K | ﹤0.01% |
27,291
+111
| +0.4% | +$1.72K |
|