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 | |
|---|---|---|---|---|---|---|
5201
Senseonics Holdings
SENS
$371M
| $377K | ﹤0.01% |
365,843
+16,000
| +5% | +$16.5K |
|
5202
Evotec
EVO
$1.32B
| $376K | ﹤0.01% |
46,499
+1,623
| +4% | +$13.1K |
|
|
HYLD
5203
DELISTED
High Yield ETF
HYLD
| $376K | ﹤0.01% |
14,473
-1,529
| -10% | -$39.7K |
|
5204
EverCommerce
EVCM
$2.2B
| $374K | ﹤0.01% |
50,254
-14,220
| -22% | -$106K |
|
5205
BankFinancial
BFIN
$156M
| $373K | ﹤0.01% |
35,458
+490
| +1% | +$5.16K |
|
5206
Mayville Engineering Co
MEC
$298M
| $373K | ﹤0.01% |
29,425
-6,154
| -17% | -$77.9K |
|
5207
Precision BioSciences
DTIL
$57.9M
| $372K | ﹤0.01% |
10,421
-8,569
| -45% | -$306K |
|
5208
Inseego
INSG
$196M
| $372K | ﹤0.01% |
44,106
-36,224
| -45% | -$305K |
|
|
TIO
5209
DELISTED
Tingo Group, Inc. Common Stock
TIO
| $370K | ﹤0.01% |
445,940
+169,329
| +61% | +$141K |
|
5210
Babcock & Wilcox
BW
$356M
| $369K | ﹤0.01% |
63,972
+20,574
| +47% | +$119K |
|
5211
Patria Investments
PAX
$2.43B
| $369K | ﹤0.01% |
26,467
-59,080
| -69% | -$823K |
|
5212
Riverview Bancorp
RVSB
$109M
| $368K | ﹤0.01% |
47,951
+415
| +0.9% | +$3.19K |
|
5213
Embotelladora Andina Series B
AKO.B
$3.96B
| $368K | ﹤0.01% |
25,373
-14,283
| -36% | -$207K |
|
5214
Paymentus
PAY
$4.33B
| $365K | ﹤0.01% |
45,577
+14,740
| +48% | +$118K |
|
5215
Tarsus Pharmaceuticals
TARS
$2.28B
| $364K | ﹤0.01% |
24,857
+587
| +2% | +$8.61K |
|
|
RENT
5216
Rent the Runway
RENT
$20.6M
| $364K | ﹤0.01% |
5,973
-3,173
| -35% | -$194K |
|
|
NIU
5217
Niu Technologies
NIU
$339M
| $364K | ﹤0.01% |
69,582
-69,132
| -50% | -$362K |
|
5218
Chicago Rivet & Machine Co
CVR
$10.5M
| $363K | ﹤0.01% |
12,696
+1,005
| +9% | +$28.8K |
|
|
KNDI
5219
Kandi Technologies Group
KNDI
$113M
| $363K | ﹤0.01% |
158,014
-65,748
| -29% | -$151K |
|
|
ATTO
5220
DELISTED
Atento S.A.
ATTO
| $363K | ﹤0.01% |
85,728
-10,901
| -11% | -$46.1K |
|
|
FRGI
5221
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $363K | ﹤0.01% |
49,332
-3,335
| -6% | -$24.5K |
|
|
AMOV
5222
DELISTED
America Movil SAB de CV
AMOV
| $361K | ﹤0.01% |
20,075
+1,621
| +9% | +$29.2K |
|
5223
Navitas Semiconductor
NVTS
$1.43B
| $360K | ﹤0.01% |
102,624
-68,088
| -40% | -$239K |
|
|
CWBC
5224
Community West Bancshares
CWBC
$416M
| $358K | ﹤0.01% |
16,926
+7,155
| +73% | +$152K |
|
5225
PLAYSTUDIOS Inc
MYPS
$124M
| $357K | ﹤0.01% |
91,908
+51,617
| +128% | +$200K |
|