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 |
SPDR S&P 500 ETF Trust
SPY
|
$6.83B |
| 2 |
Apple
AAPL
|
$2.75B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.45B |
| 4 |
Microsoft
MSFT
|
$1.89B |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.75B |
Top Sells
Sector Composition
| 1 | Financials | 9% |
| 2 | Technology | 8.72% |
| 3 | Consumer Staples | 7.17% |
| 4 | Energy | 6.82% |
| 5 | Healthcare | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANTH
5151
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
| $5K | ﹤0.01% |
+10,000
| New | +$5K |
|
5152
CEL-SCI Corp
CVM
$80.6M
| $4K | ﹤0.01% |
+19,810
| New | +$4K |
|
|
WAVX
5153
DELISTED
WAVE SYS CORP CL A NEW COM STK (DE)
WAVX
| $4K | ﹤0.01% |
+11,908
| New | +$4K |
|
|
DEJ
5154
DELISTED
DEJOUR ENERGY INC COM
DEJ
| $4K | ﹤0.01% |
+23,000
| New | +$4K |
|
|
ATL
5155
DELISTED
ATLATSA RES CORP RESOURCES CORP (F)
ATL
| $4K | ﹤0.01% |
+19,000
| New | +$4K |
|
|
AMBO
5156
DELISTED
AMBOW EDUCATIONAL HLDG LTD SPONS ADR REP CL A ORD SHS (CYM)
AMBO
| $0 | ﹤0.01% |
+30,061
| New | – |
|