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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5476
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
| $183K | ﹤0.01% |
4,276
+2,849
| +200% | +$122K |
|
|
GGM
5477
DELISTED
GUGGENHEIM CREDIT ALLOCATION FUND
GGM
| $183K | ﹤0.01% |
9,236
+1,720
| +23% | +$34.1K |
|
|
CVLY
5478
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $182K | ﹤0.01% |
10,719
+6,069
| +131% | +$103K |
|
|
AMOV
5479
DELISTED
America Movil SAB de CV
AMOV
| $182K | ﹤0.01% |
12,434
-177
| -1% | -$2.59K |
|
5480
Enliven Therapeutics
ELVN
$1.18B
| $181K | ﹤0.01% |
2,051
+1,815
| +769% | +$160K |
|
5481
Select Water Solutions
WTTR
$946M
| $181K | ﹤0.01% |
44,046
+36,634
| +494% | +$151K |
|
|
NOVN
5482
DELISTED
Novan, Inc. Common Stock
NOVN
| $181K | ﹤0.01% |
22,242
+281
| +1% | +$2.29K |
|
|
LOGC
5483
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
| $181K | ﹤0.01% |
23,735
+16,607
| +233% | +$127K |
|
5484
Motley Fool 100 Index ETF
TMFC
$1.69B
| $179K | ﹤0.01% |
5,066
+3,735
| +281% | +$132K |
|
5485
Curis
CRIS
$22.7M
| $178K | ﹤0.01% |
1,087
+2
| +0.2% | +$328 |
|
5486
Westwater Resources
WWR
$58.4M
| $178K | ﹤0.01% |
36,042
+21,640
| +150% | +$107K |
|
|
AGFS
5487
DELISTED
AgroFresh Solutions, Inc. Common Stock
AGFS
| $178K | ﹤0.01% |
78,447
+18,478
| +31% | +$41.9K |
|
5488
AerSale
ASLE
$401M
| $177K | ﹤0.01% |
13,201
+12,583
| +2,036% | +$169K |
|
5489
Kezar Life Sciences
KZR
$28.9M
| $177K | ﹤0.01% |
3,399
+2,176
| +178% | +$113K |
|
5490
Amplify High Income ETF
YYY
$612M
| $177K | ﹤0.01% |
11,098
+9,628
| +655% | +$154K |
|
5491
Atlanticus Holdings
ATLC
$1.09B
| $176K | ﹤0.01% |
7,150
+4,431
| +163% | +$109K |
|
5492
iShares MSCI Philippines ETF
EPHE
$103M
| $176K | ﹤0.01% |
5,389
-159,337
| -97% | -$5.2M |
|
|
KF
5493
Korea Fund
KF
$125M
| $176K | ﹤0.01% |
4,351
+600
| +16% | +$24.3K |
|
|
CHMA
5494
DELISTED
Chiasma, Inc. Common Stock
CHMA
| $176K | ﹤0.01% |
40,466
+32,638
| +417% | +$142K |
|
|
FLC
5495
Flaherty & Crumrine Total Return Fund
FLC
$183M
| $175K | ﹤0.01% |
7,389
-1,873
| -20% | -$44.4K |
|
|
TNAV
5496
DELISTED
Telenav Inc.
TNAV
| $175K | ﹤0.01% |
37,131
+22,864
| +160% | +$108K |
|
|
BANX
5497
ArrowMark Financial
BANX
$152M
| $174K | ﹤0.01% |
9,030
-550
| -6% | -$10.6K |
|
|
BNR
5498
Burning Rock Biotech
BNR
$89.4M
| $174K | ﹤0.01% |
754
+393
| +109% | +$90.7K |
|
|
GNFT
5499
Genfit
GNFT
$212M
| $174K | ﹤0.01% |
36,253
+6,774
| +23% | +$32.5K |
|
|
OPRA
5500
Opera Ltd
OPRA
$1.76B
| $174K | ﹤0.01% |
19,030
-70,513
| -79% | -$645K |
|