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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5276
ProShares Ultra S&P500
SSO
$7.45B
| $465K | ﹤0.01% |
5,161
+61
| +1% | +$5.5K |
|
5277
Forge Global Holdings
FRGE
$225M
| $464K | ﹤0.01% |
23,636
+11,452
| +94% | +$225K |
|
5278
NL Industries
NL
$304M
| $464K | ﹤0.01% |
62,442
+14,632
| +31% | +$109K |
|
|
AKYA
5279
DELISTED
Akoya BioSciences
AKYA
| $464K | ﹤0.01% |
170,411
+62,227
| +58% | +$169K |
|
5280
Pro-Dex
PDEX
$106M
| $463K | ﹤0.01% |
15,500
-1,000
| -6% | -$29.9K |
|
5281
DiaMedica Therapeutics
DMAC
$362M
| $461K | ﹤0.01% |
110,016
+23,816
| +28% | +$99.8K |
|
|
AEVA
5282
Aeva Technologies
AEVA
$864M
| $461K | ﹤0.01% |
140,082
+63,959
| +84% | +$210K |
|
5283
First Western Financial
MYFW
$224M
| $460K | ﹤0.01% |
22,978
+14,947
| +186% | +$299K |
|
5284
WisdomTree US Efficient Core Fund
NTSX
$1.27B
| $458K | ﹤0.01% |
9,753
+4,984
| +105% | +$234K |
|
5285
OptimumBank Holdings
OPHC
$49.2M
| $457K | ﹤0.01% |
100,000
| – | – |
|
5286
SunCar Technology Group
SDA
$274M
| $455K | ﹤0.01% |
41,300
+33,349
| +419% | +$368K |
|
5287
JPMorgan Sustainable Municipal Income ETF
JMSI
$317M
| $455K | ﹤0.01% |
8,909
-2,157
| -19% | -$110K |
|
5288
Solid Biosciences
SLDB
$428M
| $453K | ﹤0.01% |
65,007
+8,634
| +15% | +$60.2K |
|
5289
Fidelity Enhanced Large Cap Value ETF
FELV
$2.43B
| $452K | ﹤0.01% |
14,613
+721
| +5% | +$22.3K |
|
5290
AltShares Merger Arbitrage ETF
ARB
$87.6M
| $452K | ﹤0.01% |
16,301
-9,725
| -37% | -$270K |
|
5291
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$36.6M
| $451K | ﹤0.01% |
8,314
-2,033
| -20% | -$110K |
|
5292
enVVeno Medical
NVNO
$17.4M
| $451K | ﹤0.01% |
134,132
+39,259
| +41% | +$132K |
|
5293
Pharvaris
PHVS
$1.5B
| $449K | ﹤0.01% |
24,251
+955
| +4% | +$17.7K |
|
5294
Evotec
EVO
$1.31B
| $447K | ﹤0.01% |
122,454
+644
| +0.5% | +$2.35K |
|
5295
Candel Therapeutics
CADL
$266M
| $447K | ﹤0.01% |
64,433
+44,975
| +231% | +$312K |
|
5296
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.4M
| $445K | ﹤0.01% |
9,273
+3,470
| +60% | +$166K |
|
5297
Monroe Capital Corp
MRCC
$164M
| $444K | ﹤0.01% |
54,991
+3,040
| +6% | +$24.6K |
|
5298
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$293M
| $443K | ﹤0.01% |
18,621
+5,993
| +47% | +$143K |
|
5299
HilleVax
HLVX
$105M
| $443K | ﹤0.01% |
251,568
+193,396
| +332% | +$340K |
|
5300
ActivePassive US Equity ETF
APUE
$2.07B
| $442K | ﹤0.01% |
12,534
+9,272
| +284% | +$327K |
|