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 | |
|---|---|---|---|---|---|---|
5251
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$111M
| $814K | ﹤0.01% |
13,178
+6,351
| +93% | +$392K |
|
|
RSF
5252
RiverNorth Capital and Income Fund
RSF
$62.3M
| $811K | ﹤0.01% |
52,531
+26,630
| +103% | +$411K |
|
5253
Emerald Holding
EEX
$1.02B
| $810K | ﹤0.01% |
135,534
+88,073
| +186% | +$527K |
|
5254
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.6M
| $809K | ﹤0.01% |
14,394
+7,185
| +100% | +$404K |
|
5255
Porch Group
PRCH
$1.97B
| $807K | ﹤0.01% |
262,162
-229,540
| -47% | -$707K |
|
5256
Fidelity Enhanced Large Cap Value ETF
FELV
$2.44B
| $806K | ﹤0.01% |
+30,028
| New | +$806K |
|
5257
iShares MSCI Peru and Global Exposure ETF
EPU
$182M
| $802K | ﹤0.01% |
23,314
+8,395
| +56% | +$289K |
|
5258
Allbirds
BIRD
$49.8M
| $801K | ﹤0.01% |
32,685
+24,876
| +319% | +$609K |
|
5259
StealthGas
GASS
$261M
| $801K | ﹤0.01% |
123,936
+119,852
| +2,935% | +$774K |
|
5260
Mayville Engineering Co
MEC
$291M
| $798K | ﹤0.01% |
55,316
+41,781
| +309% | +$602K |
|
|
GOEV
5261
DELISTED
Canoo Inc. Class A Common Stock
GOEV
| $797K | ﹤0.01% |
6,740
+4,931
| +273% | +$583K |
|
5262
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$170M
| $796K | ﹤0.01% |
25,436
+15,341
| +152% | +$480K |
|
5263
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$688M
| $788K | ﹤0.01% |
+37,026
| New | +$788K |
|
5264
ProShares UltraShort Dow 30
DXD
$51.4M
| $787K | ﹤0.01% |
23,182
+10,198
| +79% | +$346K |
|
5265
Braskem
BAK
$1.26B
| $787K | ﹤0.01% |
89,188
+40,404
| +83% | +$356K |
|
5266
Dakota Gold
DC
$536M
| $786K | ﹤0.01% |
299,966
+226,095
| +306% | +$592K |
|
5267
Monroe Capital Corp
MRCC
$167M
| $784K | ﹤0.01% |
110,982
+57,124
| +106% | +$404K |
|
5268
DHI Group
DHX
$138M
| $783K | ﹤0.01% |
302,354
+226,000
| +296% | +$585K |
|
5269
Kaltura
KLTR
$258M
| $781K | ﹤0.01% |
400,602
+321,640
| +407% | +$627K |
|
5270
Virginia National Bankshares
VABK
$216M
| $779K | ﹤0.01% |
22,646
+16,291
| +256% | +$560K |
|
|
PWOD
5271
DELISTED
Penns Woods Bancorp
PWOD
| $778K | ﹤0.01% |
34,580
+25,005
| +261% | +$563K |
|
5272
First Trust Dividend Strength ETF
FTDS
$27.7M
| $778K | ﹤0.01% |
16,758
+8,872
| +113% | +$412K |
|
5273
Alpha Teknova
TKNO
$248M
| $775K | ﹤0.01% |
207,768
+206,103
| +12,379% | +$769K |
|
5274
Vor Biopharma
VOR
$173M
| $774K | ﹤0.01% |
344,122
+267,098
| +347% | +$601K |
|
5275
Virtus LifeSci Biotech Products ETF
BBP
$27.9M
| $774K | ﹤0.01% |
13,316
+11,050
| +488% | +$642K |
|