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 | |
|---|---|---|---|---|---|---|
5451
Personalis
PSNL
$541M
| $518K | ﹤0.01% |
246,744
+139,454
| +130% | +$293K |
|
5452
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$62.8M
| $518K | ﹤0.01% |
6,653
+4,175
| +168% | +$325K |
|
5453
Larimar Therapeutics
LRMR
$359M
| $512K | ﹤0.01% |
112,428
+88,094
| +362% | +$401K |
|
|
SELF
5454
Global Self Storage
SELF
$57.4M
| $510K | ﹤0.01% |
109,928
+48,541
| +79% | +$225K |
|
|
WSO.B
5455
Watsco Inc Class B
WSO.B
| $508K | ﹤0.01% |
1,190
+595
| +100% | +$254K |
|
5456
Soho House & Co
SHCO
$1.73B
| $506K | ﹤0.01% |
71,132
-354,428
| -83% | -$2.52M |
|
5457
Torrid Holdings
CURV
$179M
| $506K | ﹤0.01% |
87,634
+49,441
| +129% | +$285K |
|
5458
Medallion Financial
MFIN
$245M
| $505K | ﹤0.01% |
51,244
+38,509
| +302% | +$379K |
|
5459
Dimensional Emerging Core Equity Market ETF
DFAE
$6.84B
| $505K | ﹤0.01% |
20,932
+16,696
| +394% | +$403K |
|
5460
Taylor Devices
TAYD
$146M
| $505K | ﹤0.01% |
22,800
+12,087
| +113% | +$267K |
|
5461
Contango ORE
CTGO
$304M
| $502K | ﹤0.01% |
27,738
+25,791
| +1,325% | +$467K |
|
|
TUYA
5462
Tuya Inc
TUYA
$1.58B
| $502K | ﹤0.01% |
218,150
+189,636
| +665% | +$436K |
|
5463
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$40.5M
| $501K | ﹤0.01% |
10,844
+5,682
| +110% | +$262K |
|
|
VLD
5464
DELISTED
Velo3D, Inc.
VLD
| $498K | ﹤0.01% |
35,779
+32,857
| +1,124% | +$457K |
|
|
DAO
5465
Youdao
DAO
$1.06B
| $495K | ﹤0.01% |
125,614
+67,593
| +116% | +$266K |
|
|
TGAN
5466
DELISTED
Transphorm, Inc. Common Stock
TGAN
| $493K | ﹤0.01% |
135,190
+104,415
| +339% | +$381K |
|
5467
Mammoth Energy Services
TUSK
$111M
| $492K | ﹤0.01% |
110,338
+73,920
| +203% | +$330K |
|
5468
Kezar Life Sciences
KZR
$27.5M
| $491K | ﹤0.01% |
51,857
+38,374
| +285% | +$364K |
|
|
SRTAW
5469
Strata Critical Medical Inc Warrants
SRTAW
$3.52M
| $490K | ﹤0.01% |
1,400,000
+700,000
| +100% | +$245K |
|
5470
PepGen
PEPG
$61.7M
| $488K | ﹤0.01% |
71,834
+61,902
| +623% | +$421K |
|
5471
Direxion Auspice Broad Commodity Strategy ETF
COM
$179M
| $488K | ﹤0.01% |
17,544
+8,775
| +100% | +$244K |
|
5472
Roundhill Ball Metaverse ETF
METV
$332M
| $487K | ﹤0.01% |
42,334
+18,578
| +78% | +$214K |
|
5473
Carisma Therapeutics
CARM
$10.5M
| $483K | ﹤0.01% |
164,950
+138,021
| +513% | +$404K |
|
5474
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$332M
| $483K | ﹤0.01% |
13,532
+4,471
| +49% | +$160K |
|
5475
Caesarstone
CSTE
$55.3M
| $482K | ﹤0.01% |
129,010
+58,385
| +83% | +$218K |
|