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 | |
|---|---|---|---|---|---|---|
5276
BNY Mellon US Small Cap Core Equity ETF
BKSE
$60.8M
| $773K | ﹤0.01% |
8,268
+3,611
| +78% | +$338K |
|
5277
Scilex Holding
SCLX
$202M
| $773K | ﹤0.01% |
10,824
+7,547
| +230% | +$539K |
|
|
BNT
5278
Brookfield Wealth Solutions
BNT
$20.4B
| $772K | ﹤0.01% |
19,128
+9,697
| +103% | +$391K |
|
5279
Motley Fool 100 Index ETF
TMFC
$1.73B
| $771K | ﹤0.01% |
17,270
+7,965
| +86% | +$356K |
|
|
MNTX
5280
DELISTED
Manitex International, Inc.
MNTX
| $770K | ﹤0.01% |
88,082
+20,337
| +30% | +$178K |
|
5281
Taysha Gene Therapies
TSHA
$772M
| $767K | ﹤0.01% |
433,076
+261,007
| +152% | +$462K |
|
|
PNI
5282
PIMCO New York Municipal Income Fund II
PNI
$78M
| $766K | ﹤0.01% |
100,896
+61,178
| +154% | +$464K |
|
|
AMTD
5283
AMTD IDEA Group
AMTD
$107M
| $765K | ﹤0.01% |
424,934
+212,467
| +100% | +$382K |
|
5284
AlTi Global
ALTI
$394M
| $761K | ﹤0.01% |
86,852
+76,373
| +729% | +$669K |
|
|
BCTX
5285
Briacell Therapeutics
BCTX
$16.1M
| $758K | ﹤0.01% |
864
+231
| +36% | +$203K |
|
5286
Nuveen Short-Term REIT ETF
NURE
$33.7M
| $757K | ﹤0.01% |
24,500
+12,377
| +102% | +$382K |
|
5287
M-tron Industries
MPTI
$154M
| $756K | ﹤0.01% |
21,178
+19,709
| +1,342% | +$704K |
|
5288
Praxis Precision Medicines
PRAX
$889M
| $755K | ﹤0.01% |
33,866
+14,518
| +75% | +$323K |
|
5289
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$366M
| $755K | ﹤0.01% |
23,230
+6,241
| +37% | +$203K |
|
5290
Wallbox
WBX
$70.8M
| $749K | ﹤0.01% |
21,408
+17,217
| +411% | +$603K |
|
5291
Invesco S&P 500 Downside Hedged ETF
PHDG
$78.6M
| $748K | ﹤0.01% |
21,860
+7,062
| +48% | +$242K |
|
|
BLRX
5292
BioLineRX
BLRX
$16M
| $748K | ﹤0.01% |
11,913
+7,519
| +171% | +$472K |
|
5293
LiveWire
LVWR
$1.07B
| $747K | ﹤0.01% |
66,072
+60,841
| +1,163% | +$688K |
|
5294
Relmada Therapeutics
RLMD
$50.8M
| $746K | ﹤0.01% |
180,220
+56,883
| +46% | +$235K |
|
|
WTPI
5295
WisdomTree Equity Premium Income Fund
WTPI
$309M
| $742K | ﹤0.01% |
23,398
+14,047
| +150% | +$445K |
|
5296
Pioneer Bancorp
PBFS
$336M
| $742K | ﹤0.01% |
74,092
+51,602
| +229% | +$517K |
|
|
CALB
5297
DELISTED
California BanCorp Common Stock
CALB
| $741K | ﹤0.01% |
29,944
+14,972
| +100% | +$371K |
|
5298
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$32.4M
| $740K | ﹤0.01% |
12,996
+7,803
| +150% | +$444K |
|
5299
loanDepot
LDI
$779M
| $739K | ﹤0.01% |
210,048
+143,296
| +215% | +$504K |
|
|
CMRX
5300
DELISTED
Chimerix, Inc.
CMRX
| $739K | ﹤0.01% |
767,328
+83,975
| +12% | +$80.8K |
|