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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5201
Fidelity Enhanced Mid Cap ETF
FMDE
$3.48B
| $632K | ﹤0.01% |
18,375
+3,206
| +21% | +$110K |
|
5202
SEALSQ Corp
LAES
$602M
| $632K | ﹤0.01% |
156,837
-811
| -0.5% | -$3.27K |
|
5203
Flexsteel Industries
FLXS
$255M
| $632K | ﹤0.01% |
17,540
-5,261
| -23% | -$190K |
|
5204
Marine Products Corp
MPX
$320M
| $632K | ﹤0.01% |
74,240
+21,804
| +42% | +$186K |
|
5205
Wolfspeed
WOLF
$349M
| $631K | ﹤0.01% |
1,583,201
-3,871,927
| -71% | -$1.54M |
|
5206
First Western Financial
MYFW
$226M
| $631K | ﹤0.01% |
27,974
+6,890
| +33% | +$155K |
|
|
RZLV
5207
Rezolve AI
RZLV
$1.89B
| $629K | ﹤0.01% |
204,713
+123,724
| +153% | +$380K |
|
5208
CoreCard
CCRD
$210M
| $629K | ﹤0.01% |
21,717
+852
| +4% | +$24.7K |
|
5209
Invesco CurrencyShares Canadian Dollar Trust
FXC
$92.2M
| $627K | ﹤0.01% |
8,729
+3,063
| +54% | +$220K |
|
5210
Schwab International Dividend Equity ETF
SCHY
$1.31B
| $625K | ﹤0.01% |
22,839
-1,739
| -7% | -$47.6K |
|
5211
-1x Short VIX Futures ETF
SVIX
$198M
| $623K | ﹤0.01% |
40,150
+17,004
| +73% | +$264K |
|
5212
Kingsway Financial Services
KFS
$417M
| $622K | ﹤0.01% |
45,958
+8,778
| +24% | +$119K |
|
|
SLI
5213
Standard Lithium
SLI
$622M
| $622K | ﹤0.01% |
317,444
-235,399
| -43% | -$461K |
|
5214
Mama's Creations
MAMA
$433M
| $622K | ﹤0.01% |
74,888
+7,401
| +11% | +$61.4K |
|
5215
Kyverna Therapeutics
KYTX
$251M
| $620K | ﹤0.01% |
202,038
+67,128
| +50% | +$206K |
|
|
FDSB
5216
Fifth District Bancorp
FDSB
$75.8M
| $618K | ﹤0.01% |
50,000
+49,848
| +32,795% | +$616K |
|
5217
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.46B
| $617K | ﹤0.01% |
23,246
+22,166
| +2,052% | +$589K |
|
|
NRT
5218
North European Oil Royalty Trust
NRT
$47.1M
| $617K | ﹤0.01% |
123,207
-24,481
| -17% | -$123K |
|
5219
Invesco DB Precious Metals Fund
DBP
$211M
| $617K | ﹤0.01% |
8,213
-674
| -8% | -$50.6K |
|
5220
Lantronix
LTRX
$187M
| $615K | ﹤0.01% |
214,148
+128,586
| +150% | +$369K |
|
5221
Dimensional US Small Cap Value ETF
DFSV
$5.36B
| $614K | ﹤0.01% |
20,873
+1,481
| +8% | +$43.6K |
|
|
OTLY
5222
Oatly Group
OTLY
$518M
| $614K | ﹤0.01% |
51,699
+2,483
| +5% | +$29.5K |
|
5223
RCI Hospitality Holdings
RICK
$238M
| $610K | ﹤0.01% |
16,013
-18,189
| -53% | -$693K |
|
|
SVCO
5224
Silvaco Group
SVCO
$160M
| $609K | ﹤0.01% |
129,097
-87,776
| -40% | -$414K |
|
|
STRZ
5225
Starz Entertainment Corp
STRZ
$241M
| $608K | ﹤0.01% |
+37,848
| New | +$608K |
|