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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
THRD
5476
DELISTED
Third Harmonic Bio
THRD
| $200K | ﹤0.01% |
46,535
+39,375
| +550% | +$169K |
|
|
CYAN
5477
DELISTED
Cyanotech Corp
CYAN
| $200K | ﹤0.01% |
181,512
-40,556
| -18% | -$44.6K |
|
5478
Security National Financial
SNFCA
$243M
| $199K | ﹤0.01% |
31,500
-1,375
| -4% | -$8.67K |
|
5479
SkyWater Technology
SKYT
$594M
| $197K | ﹤0.01% |
27,728
-19,337
| -41% | -$137K |
|
5480
Akebia Therapeutics
AKBA
$742M
| $197K | ﹤0.01% |
341,129
-6,389
| -2% | -$3.69K |
|
|
OGCP
5481
Empire State Realty Series 60
OGCP
$2.03B
| $197K | ﹤0.01% |
29,822
| – | – |
|
|
INSI
5482
DELISTED
Insight Select Income Fund
INSI
| $197K | ﹤0.01% |
13,022
-1,054
| -7% | -$15.9K |
|
|
FENG
5483
Phoenix New Media
FENG
$31.1M
| $196K | ﹤0.01% |
72,988
-1,550
| -2% | -$4.15K |
|
5484
Precision Optics
POCI
$33.4M
| $195K | ﹤0.01% |
+35,114
| New | +$195K |
|
|
TWN
5485
Taiwan Fund
TWN
$346M
| $195K | ﹤0.01% |
8,431
-5
| -0.1% | -$115 |
|
5486
Core Molding Technologies
CMT
$180M
| $195K | ﹤0.01% |
14,975
-500
| -3% | -$6.5K |
|
|
HEAL
5487
Global X Funds Global X HealthTech ETF
HEAL
$50.4M
| $192K | ﹤0.01% |
5,539
-4,872
| -47% | -$169K |
|
5488
DLH Holdings
DLHC
$80.3M
| $192K | ﹤0.01% |
16,216
+4,172
| +35% | +$49.5K |
|
5489
Direxion Daily Small Cap Bear 3x Shares
TZA
$293M
| $192K | ﹤0.01% |
5,452
-2,056
| -27% | -$72.4K |
|
5490
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$181M
| $191K | ﹤0.01% |
5,608
-15,264
| -73% | -$520K |
|
5491
ProShares Ultra Bloomberg Crude Oil
UCO
$363M
| $189K | ﹤0.01% |
6,245
+2,347
| +60% | +$71.1K |
|
|
JEQ
5492
abrdn Japan Equity Fund
JEQ
$125M
| $188K | ﹤0.01% |
35,624
-14,099
| -28% | -$74.4K |
|
5493
SelectQuote
SLQT
$347M
| $188K | ﹤0.01% |
279,429
-183,723
| -40% | -$123K |
|
5494
iShares MSCI Qatar ETF
QAT
$74.4M
| $188K | ﹤0.01% |
10,231
-15,238
| -60% | -$280K |
|
5495
Invesco S&P 500 Momentum ETF
SPMO
$12.7B
| $187K | ﹤0.01% |
3,300
| – | – |
|
|
CANF
5496
Can-Fite BioPharma
CANF
$10.2M
| $187K | ﹤0.01% |
30,468
-1,550
| -5% | -$9.5K |
|
5497
Emerald Holding
EEX
$986M
| $186K | ﹤0.01% |
52,669
+5,852
| +12% | +$20.7K |
|
5498
KULR Technology Group
KULR
$187M
| $185K | ﹤0.01% |
19,313
+2,063
| +12% | +$19.8K |
|
|
BCIC
5499
BCP Investment Corporation Common Stock
BCIC
$158M
| $185K | ﹤0.01% |
8,040
+2,260
| +39% | +$52K |
|
|
LND
5500
BrasilAgro
LND
$392M
| $185K | ﹤0.01% |
32,433
+14,329
| +79% | +$81.5K |
|