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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBAY
5376
DELISTED
Cymabay Therapeutics
CBAY
| $388K | ﹤0.01% |
124,519
+13,720
| +12% | +$42.8K |
|
5377
AST SpaceMobile
ASTS
$11.1B
| $386K | ﹤0.01% |
38,622
-4,830
| -11% | -$48.3K |
|
5378
CEL-SCI Corp
CVM
$60.8M
| $386K | ﹤0.01% |
3,282
+558
| +20% | +$65.6K |
|
|
FCO
5379
abrdn Global Income Fund
FCO
$45.5M
| $386K | ﹤0.01% |
62,991
+344
| +0.5% | +$2.11K |
|
|
UXIN
5380
Uxin Ltd
UXIN
$728M
| $386K | ﹤0.01% |
3,781
-2,460
| -39% | -$251K |
|
5381
Clene
CLNN
$61.9M
| $385K | ﹤0.01% |
4,879
+1,515
| +45% | +$120K |
|
5382
Nature's Sunshine
NATR
$291M
| $385K | ﹤0.01% |
22,889
-5,315
| -19% | -$89.4K |
|
5383
Treace Medical Concepts
TMCI
$445M
| $384K | ﹤0.01% |
20,287
-23,998
| -54% | -$454K |
|
|
GAU
5384
Galiano Gold
GAU
$631M
| $383K | ﹤0.01% |
694,184
-94,222
| -12% | -$52K |
|
5385
VanEck ChiNext ETF
CNXT
$40.9M
| $381K | ﹤0.01% |
9,902
+1,927
| +24% | +$74.1K |
|
|
NXDR
5386
Nextdoor Holdings
NXDR
$856M
| $381K | ﹤0.01% |
63,562
+54,771
| +623% | +$328K |
|
5387
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $381K | ﹤0.01% |
11,700
| – | – |
|
5388
MVB Financial
MVBF
$310M
| $378K | ﹤0.01% |
9,120
-1,437
| -14% | -$59.6K |
|
|
CANF
5389
Can-Fite BioPharma
CANF
$10.2M
| $377K | ﹤0.01% |
30,418
+6,572
| +28% | +$81.5K |
|
5390
Lineage Cell Therapeutics
LCTX
$317M
| $376K | ﹤0.01% |
244,155
-284,402
| -54% | -$438K |
|
|
CLLS
5391
Cellectis
CLLS
$309M
| $374K | ﹤0.01% |
82,410
-37,557
| -31% | -$170K |
|
|
SIRE
5392
DELISTED
Sisecam Resources LP
SIRE
| $370K | ﹤0.01% |
19,017
+13,707
| +258% | +$267K |
|
|
PGP
5393
PIMCO Global StockPLUS & Income Fund
PGP
$99.4M
| $369K | ﹤0.01% |
38,685
+705
| +2% | +$6.73K |
|
5394
Columbus McKinnon
CMCO
$425M
| $368K | ﹤0.01% |
8,685
-14,037
| -62% | -$595K |
|
|
SIXG
5395
Defiance Connective Technologies ETF
SIXG
$660M
| $368K | ﹤0.01% |
9,801
+926
| +10% | +$34.8K |
|
5396
Immatics
IMTX
$733M
| $365K | ﹤0.01% |
45,637
+947
| +2% | +$7.57K |
|
5397
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$82.3M
| $362K | ﹤0.01% |
12,657
+5,356
| +73% | +$153K |
|
5398
Hurco Companies Inc
HURC
$112M
| $360K | ﹤0.01% |
11,427
-11,652
| -50% | -$367K |
|
5399
REV Group
REVG
$2.89B
| $360K | ﹤0.01% |
26,825
-40,094
| -60% | -$538K |
|
5400
Xeris Biopharma Holdings
XERS
$1.24B
| $360K | ﹤0.01% |
140,529
-1,210,258
| -90% | -$3.1M |
|