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 | |
|---|---|---|---|---|---|---|
5176
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$112M
| $400K | ﹤0.01% |
7,378
-345
| -4% | -$18.7K |
|
5177
Banco Bradesco
BBDO
$30.7B
| $400K | ﹤0.01% |
154,868
+7,312
| +5% | +$18.9K |
|
5178
IQ Candriam International Equity ETF
IQSI
$223M
| $398K | ﹤0.01% |
16,067
-1,282
| -7% | -$31.8K |
|
5179
Annovis Bio
ANVS
$45.8M
| $398K | ﹤0.01% |
29,656
-11,631
| -28% | -$156K |
|
|
TEAD
5180
Teads Holding Co. Common Stock
TEAD
$164M
| $398K | ﹤0.01% |
109,886
-51,482
| -32% | -$186K |
|
5181
Parke Bancorp
PKBK
$267M
| $395K | ﹤0.01% |
19,065
+3,010
| +19% | +$62.4K |
|
5182
AN2 Therapeutics
ANTX
$35.3M
| $394K | ﹤0.01% |
41,305
+1,072
| +3% | +$10.2K |
|
5183
Vident US Equity Strategy ETF
VUSE
$652M
| $393K | ﹤0.01% |
+9,459
| New | +$393K |
|
5184
Cardiff Oncology
CRDF
$144M
| $393K | ﹤0.01% |
280,766
-95,970
| -25% | -$134K |
|
|
WBND
5185
DELISTED
Western Asset Total Return ETF
WBND
| $393K | ﹤0.01% |
19,529
-8,397
| -30% | -$169K |
|
5186
Veritone
VERI
$287M
| $392K | ﹤0.01% |
74,018
-57,636
| -44% | -$305K |
|
5187
The ONE Group
STKS
$80.8M
| $392K | ﹤0.01% |
62,250
-32,290
| -34% | -$203K |
|
5188
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.89B
| $392K | ﹤0.01% |
24,537
+6,937
| +39% | +$111K |
|
5189
iShares US Small Cap Equity Factor ETF
SMLF
$2.31B
| $390K | ﹤0.01% |
7,856
+468
| +6% | +$23.2K |
|
5190
Gilat Satellite Networks
GILT
$652M
| $389K | ﹤0.01% |
67,143
-1,245
| -2% | -$7.22K |
|
5191
Ceragon Networks
CRNT
$228M
| $389K | ﹤0.01% |
203,835
-6,556
| -3% | -$12.5K |
|
5192
VanEck Energy Income ETF
EINC
$72.3M
| $389K | ﹤0.01% |
6,292
-11,115
| -64% | -$687K |
|
5193
Mistras Group
MG
$310M
| $388K | ﹤0.01% |
78,796
-7,097
| -8% | -$35K |
|
|
TECX
5194
Tectonic Therapeutic, Inc. Common Stock
TECX
$293M
| $387K | ﹤0.01% |
45,286
+2,643
| +6% | +$22.6K |
|
5195
Amerant Bancorp
AMTB
$889M
| $386K | ﹤0.01% |
14,371
-18
| -0.1% | -$483 |
|
5196
ARK Israel Innovative Technology ETF
IZRL
$123M
| $382K | ﹤0.01% |
21,794
-200
| -0.9% | -$3.5K |
|
5197
BayCom
BCML
$336M
| $382K | ﹤0.01% |
20,107
+1,991
| +11% | +$37.8K |
|
5198
Torrid Holdings
CURV
$185M
| $380K | ﹤0.01% |
128,489
+73,664
| +134% | +$218K |
|
5199
iShares International Small Cap Equity Factor ETF
ISCF
$498M
| $380K | ﹤0.01% |
12,677
| – | – |
|
5200
Prime Medicine
PRME
$913M
| $379K | ﹤0.01% |
+20,389
| New | +$379K |
|