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 | |
|---|---|---|---|---|---|---|
5226
Next Technology
NXTT
$65M
| $606K | ﹤0.01% |
+263,657
| New | +$606K |
|
5227
Intellicheck
IDN
$108M
| $605K | ﹤0.01% |
112,284
+106,279
| +1,770% | +$573K |
|
5228
Deswell Industries
DSWL
$65.1M
| $604K | ﹤0.01% |
226,582
+9,511
| +4% | +$25.3K |
|
5229
Hooker Furnishings Corp
HOFT
$114M
| $602K | ﹤0.01% |
56,911
+17,645
| +45% | +$187K |
|
5230
Franklin FTSE Brazil ETF
FLBR
$226M
| $600K | ﹤0.01% |
33,433
-1,909
| -5% | -$34.3K |
|
5231
The Joint Corp
JYNT
$153M
| $600K | ﹤0.01% |
52,004
-1,951
| -4% | -$22.5K |
|
5232
Sanara MedTech
SMTI
$293M
| $599K | ﹤0.01% |
21,113
+5,049
| +31% | +$143K |
|
5233
Empire State Realty Series ES
ESBA
$2.02B
| $599K | ﹤0.01% |
76,131
+12,296
| +19% | +$96.8K |
|
5234
Defiance Quantum ETF
QTUM
$2.28B
| $599K | ﹤0.01% |
6,524
+615
| +10% | +$56.5K |
|
5235
Kamada
KMDA
$397M
| $599K | ﹤0.01% |
77,246
+74,792
| +3,048% | +$580K |
|
5236
Seer Inc
SEER
$126M
| $596K | ﹤0.01% |
278,579
-52,138
| -16% | -$112K |
|
5237
VanEck Oil Refiners ETF
CRAK
$27.3M
| $595K | ﹤0.01% |
18,131
+17,820
| +5,730% | +$585K |
|
5238
Strive 500 ETF
STRV
$1.02B
| $594K | ﹤0.01% |
14,823
+11,359
| +328% | +$455K |
|
5239
Ocugen
OCGN
$418M
| $594K | ﹤0.01% |
611,698
-231,699
| -27% | -$225K |
|
5240
AmpliTech
AMPG
$97.3M
| $590K | ﹤0.01% |
278,206
+278,205
| +27,820,500% | +$590K |
|
5241
WBI Power FactorTM High Dividend ETF
WBIY
$56.6M
| $590K | ﹤0.01% |
20,151
-1,021
| -5% | -$29.9K |
|
5242
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$21.3M
| $588K | ﹤0.01% |
5,844
-8,409
| -59% | -$847K |
|
5243
Inseego
INSG
$202M
| $587K | ﹤0.01% |
71,219
+39,267
| +123% | +$324K |
|
5244
Energy Services of America
ESOA
$170M
| $586K | ﹤0.01% |
58,973
-221,283
| -79% | -$2.2M |
|
5245
TriplePoint Venture Growth BDC
TPVG
$252M
| $586K | ﹤0.01% |
83,601
-106,376
| -56% | -$746K |
|
5246
Townsquare Media
TSQ
$115M
| $586K | ﹤0.01% |
74,040
-12,275
| -14% | -$97.1K |
|
5247
Neonode
NEON
$68M
| $584K | ﹤0.01% |
22,917
+16,605
| +263% | +$423K |
|
|
NESR
5248
National Energy Services Reunited Corp
NESR
$1.02B
| $582K | ﹤0.01% |
96,622
+48,696
| +102% | +$293K |
|
5249
Sprott Junior Gold Miners ETF
SGDJ
$247M
| $578K | ﹤0.01% |
11,626
+9,872
| +563% | +$491K |
|
5250
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$188M
| $577K | ﹤0.01% |
15,632
+11,149
| +249% | +$412K |
|