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
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5151
BARK
BARK
$146M
| $996K | ﹤0.01% |
1,237,066
-1,469,116
| -54% | -$1.18M |
|
5152
BRC Inc
BRCC
$189M
| $996K | ﹤0.01% |
274,302
+214,187
| +356% | +$777K |
|
5153
American Express Global Business Travel
GBTG
$4.31B
| $994K | ﹤0.01% |
154,032
+122,916
| +395% | +$793K |
|
5154
Fidelity Enhanced Mid Cap ETF
FMDE
$3.48B
| $992K | ﹤0.01% |
+36,342
| New | +$992K |
|
5155
ProShares Ultra Silver
AGQ
$870M
| $990K | ﹤0.01% |
36,442
+15,223
| +72% | +$414K |
|
5156
MarketWise
MKTW
$45.9M
| $989K | ﹤0.01% |
18,114
+10,210
| +129% | +$557K |
|
5157
Karat Packaging
KRT
$485M
| $989K | ﹤0.01% |
39,794
+25,880
| +186% | +$643K |
|
5158
Tyra Biosciences
TYRA
$666M
| $988K | ﹤0.01% |
71,336
+53,052
| +290% | +$735K |
|
5159
Sangamo Therapeutics
SGMO
$165M
| $988K | ﹤0.01% |
1,818,012
+1,054,792
| +138% | +$573K |
|
5160
Choiceone Financial
COFS
$450M
| $987K | ﹤0.01% |
33,698
+26,342
| +358% | +$772K |
|
|
TSP
5161
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $985K | ﹤0.01% |
1,122,214
+573,585
| +105% | +$503K |
|
|
INZY
5162
DELISTED
Inozyme Pharma
INZY
| $984K | ﹤0.01% |
230,960
+204,588
| +776% | +$872K |
|
5163
OP Bancorp
OPBK
$219M
| $979K | ﹤0.01% |
89,364
+60,791
| +213% | +$666K |
|
5164
Quantum-Si Incorporated
QSI
$304M
| $978K | ﹤0.01% |
486,550
+215,483
| +79% | +$433K |
|
5165
Schwab 1000 Index ETF
SCHK
$4.65B
| $972K | ﹤0.01% |
42,184
+23,856
| +130% | +$549K |
|
5166
Zevra Therapeutics
ZVRA
$431M
| $971K | ﹤0.01% |
148,286
+120,375
| +431% | +$788K |
|
5167
Better Home & Finance Holding
BETR
$521M
| $967K | ﹤0.01% |
23,688
+11,844
| +100% | +$484K |
|
5168
Escalade
ESCA
$173M
| $967K | ﹤0.01% |
48,126
+36,965
| +331% | +$743K |
|
5169
Citizens Financial Services
CZFS
$304M
| $965K | ﹤0.01% |
15,216
+13,004
| +588% | +$825K |
|
5170
Similarweb
SMWB
$822M
| $965K | ﹤0.01% |
181,078
+95,277
| +111% | +$508K |
|
5171
Wheels Up
UP
$1.75B
| $964K | ﹤0.01% |
281,068
+162,087
| +136% | +$556K |
|
5172
Amplify Mobile Payments ETF
IPAY
$273M
| $956K | ﹤0.01% |
20,608
+10,063
| +95% | +$467K |
|
|
CAN
5173
Canaan Creative
CAN
$365M
| $955K | ﹤0.01% |
413,566
+223,163
| +117% | +$516K |
|
5174
Hamilton Beach Brands
HBB
$196M
| $950K | ﹤0.01% |
54,334
+34,214
| +170% | +$598K |
|
5175
Amprius Technologies
AMPX
$1.47B
| $950K | ﹤0.01% |
179,564
+131,737
| +275% | +$697K |
|