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 | |
|---|---|---|---|---|---|---|
5326
GigaMedia
GIGM
$20.2M
| $695K | ﹤0.01% |
500,212
+241,506
| +93% | +$336K |
|
|
HTY
5327
DELISTED
JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY
| $695K | ﹤0.01% |
136,028
+91,862
| +208% | +$469K |
|
5328
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
| $694K | ﹤0.01% |
13,108
+4,592
| +54% | +$243K |
|
|
SNPO
5329
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
| $693K | ﹤0.01% |
77,792
+63,552
| +446% | +$566K |
|
|
FCO
5330
abrdn Global Income Fund
FCO
$44.4M
| $691K | ﹤0.01% |
107,022
+52,191
| +95% | +$337K |
|
5331
Delcath Systems
DCTH
$404M
| $691K | ﹤0.01% |
165,988
+92,646
| +126% | +$385K |
|
5332
DiaMedica Therapeutics
DMAC
$353M
| $687K | ﹤0.01% |
241,990
+148,190
| +158% | +$421K |
|
5333
BNY Mellon International Equity ETF
BKIE
$984M
| $684K | ﹤0.01% |
9,566
+6,977
| +269% | +$499K |
|
|
MESO
5334
Mesoblast
MESO
$2.18B
| $683K | ﹤0.01% |
310,444
+265,525
| +591% | +$584K |
|
|
PAI
5335
Western Asset Investment Grade Income Fund
PAI
$123M
| $682K | ﹤0.01% |
56,664
+26,815
| +90% | +$323K |
|
5336
FT Vest Fund of Buffer ETFs
BUFR
$7.51B
| $682K | ﹤0.01% |
25,664
+15,087
| +143% | +$401K |
|
5337
BlackSky Technology
BKSY
$744M
| $680K | ﹤0.01% |
60,740
+48,634
| +402% | +$545K |
|
5338
AirSculpt Technologies
AIRS
$409M
| $678K | ﹤0.01% |
90,492
+60,795
| +205% | +$455K |
|
|
YRD
5339
Yiren Digital
YRD
$521M
| $677K | ﹤0.01% |
216,892
+192,370
| +784% | +$600K |
|
5340
Direxion Daily Technology Bull 3x Shares
TECL
$4.09B
| $676K | ﹤0.01% |
10,132
-5,895
| -37% | -$393K |
|
5341
Blend Labs
BLND
$1.03B
| $675K | ﹤0.01% |
264,702
+234,955
| +790% | +$599K |
|
5342
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$120M
| $673K | ﹤0.01% |
31,110
+27,952
| +885% | +$605K |
|
5343
X4 Pharmaceuticals
XFOR
$71.2M
| $673K | ﹤0.01% |
26,758
+18,700
| +232% | +$470K |
|
5344
Euro Tech Holdings
CLWT
$10.1M
| $672K | ﹤0.01% |
409,692
+197,547
| +93% | +$324K |
|
5345
Skillz
SKLZ
$112M
| $671K | ﹤0.01% |
107,478
+78,163
| +267% | +$488K |
|
5346
Gyrodyne
GYRO
$22M
| $670K | ﹤0.01% |
74,888
+74,670
| +34,252% | +$668K |
|
5347
VanEck Africa Index ETF
AFK
$79.9M
| $670K | ﹤0.01% |
48,534
+18,199
| +60% | +$251K |
|
5348
Gencor Industries
GENC
$222M
| $669K | ﹤0.01% |
41,460
+33,694
| +434% | +$544K |
|
5349
USCF Midstream Energy Income Fund
UMI
$387M
| $668K | ﹤0.01% |
18,280
+8,942
| +96% | +$327K |
|
5350
Arteris
AIP
$421M
| $666K | ﹤0.01% |
113,150
+65,965
| +140% | +$389K |
|