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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5451
New England Realty Associates
NEN
$253M
| $326K | ﹤0.01% |
4,233
| – | – |
|
5452
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.16B
| $326K | ﹤0.01% |
3,311
+1,833
| +124% | +$180K |
|
5453
Euro Tech Holdings
CLWT
$9.9M
| $325K | ﹤0.01% |
261,845
+1,100
| +0.4% | +$1.37K |
|
5454
Pyxis Oncology
PYXS
$142M
| $325K | ﹤0.01% |
136,877
+133,691
| +4,196% | +$317K |
|
|
AUD
5455
DELISTED
Audacy, Inc.
AUD
| $325K | ﹤0.01% |
345,402
+161,781
| +88% | +$152K |
|
|
PPTA
5456
Perpetua Resources
PPTA
$1.84B
| $324K | ﹤0.01% |
97,630
+60,153
| +161% | +$200K |
|
|
BLRX
5457
BioLineRX
BLRX
$16.3M
| $323K | ﹤0.01% |
6,305
-483
| -7% | -$24.7K |
|
|
NBW
5458
DELISTED
Neuberger Berman California Municipal Fund Inc.
NBW
| $322K | ﹤0.01% |
28,760
-4,432
| -13% | -$49.6K |
|
5459
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$113M
| $321K | ﹤0.01% |
11,427
-37,975
| -77% | -$1.07M |
|
5460
Usio Inc
USIO
$38.9M
| $321K | ﹤0.01% |
132,077
-10,005
| -7% | -$24.3K |
|
5461
Avita Medical
RCEL
$156M
| $320K | ﹤0.01% |
67,526
+32,654
| +94% | +$155K |
|
|
VIEW
5462
DELISTED
View, Inc. Class A Common Stock
VIEW
| $320K | ﹤0.01% |
3,305
+2,458
| +290% | +$238K |
|
5463
Viridian Therapeutics
VRDN
$1.53B
| $319K | ﹤0.01% |
27,583
-7,346
| -21% | -$85K |
|
5464
Nautilus Biotechnolgy
NAUT
$94.7M
| $318K | ﹤0.01% |
118,062
+66,967
| +131% | +$180K |
|
5465
89bio
ETNB
$2.22B
| $317K | ﹤0.01% |
98,359
+28,050
| +40% | +$90.4K |
|
5466
Direxion Daily Financial Bull 3x Shares
FAS
$2.82B
| $316K | ﹤0.01% |
5,008
-31,297
| -86% | -$1.97M |
|
5467
Gogoro
GGR
$97.4M
| $316K | ﹤0.01% |
+41,230
| New | +$316K |
|
5468
MarketWise
MKTW
$48.3M
| $316K | ﹤0.01% |
4,382
+2,515
| +135% | +$181K |
|
|
STZ.B
5469
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
| $316K | ﹤0.01% |
1,076
+30
| +3% | +$8.81K |
|
5470
Monroe Capital Corp
MRCC
$166M
| $315K | ﹤0.01% |
34,906
-6,743
| -16% | -$60.9K |
|
|
OMIC
5471
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
| $315K | ﹤0.01% |
2,751
+1,032
| +60% | +$118K |
|
|
SIXG
5472
Defiance Connective Technologies ETF
SIXG
$666M
| $314K | ﹤0.01% |
9,969
+168
| +2% | +$5.29K |
|
5473
AN2 Therapeutics
ANTX
$38M
| $313K | ﹤0.01% |
40,331
+39,446
| +4,457% | +$306K |
|
5474
iShares MSCI Peru and Global Exposure ETF
EPU
$180M
| $312K | ﹤0.01% |
12,239
-18,681
| -60% | -$476K |
|
|
MESO
5475
Mesoblast
MESO
$1.99B
| $312K | ﹤0.01% |
70,398
+19,377
| +38% | +$85.9K |
|