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 |
NVIDIA
NVDA
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5476
Torrid Holdings
CURV
$189M
| $203K | ﹤0.01% |
72,280
+16,334
| +29% | +$45.9K |
|
5477
Quad
QUAD
$333M
| $201K | ﹤0.01% |
53,467
-88,459
| -62% | -$333K |
|
5478
Motley Fool 100 Index ETF
TMFC
$1.69B
| $201K | ﹤0.01% |
4,929
+550
| +13% | +$22.4K |
|
|
NFGC
5479
New Found Gold
NFGC
$508M
| $201K | ﹤0.01% |
40,547
+22,901
| +130% | +$113K |
|
5480
1stdibs.com
DIBS
$101M
| $200K | ﹤0.01% |
53,409
+4,687
| +10% | +$17.5K |
|
5481
Choiceone Financial
COFS
$455M
| $200K | ﹤0.01% |
8,684
-8,913
| -51% | -$205K |
|
|
INSI
5482
DELISTED
Insight Select Income Fund
INSI
| $199K | ﹤0.01% |
12,737
-1,785
| -12% | -$27.9K |
|
5483
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
| $198K | ﹤0.01% |
4,247
+118
| +3% | +$5.5K |
|
|
WMPN
5484
DELISTED
William Penn Bancorporation Common Stock
WMPN
| $197K | ﹤0.01% |
19,426
-9,598
| -33% | -$97.4K |
|
5485
Bassett Furniture
BSET
$142M
| $196K | ﹤0.01% |
13,000
-4,530
| -26% | -$68.1K |
|
|
KSM
5486
DELISTED
DWS Strategic Municipal Income Trust
KSM
| $196K | ﹤0.01% |
23,043
+71
| +0.3% | +$602 |
|
5487
Global X MSCI Norway ETF
NORW
$57M
| $195K | ﹤0.01% |
8,443
+42
| +0.5% | +$971 |
|
5488
SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$219M
| $195K | ﹤0.01% |
+8,180
| New | +$195K |
|
5489
Hamilton Beach Brands
HBB
$196M
| $194K | ﹤0.01% |
20,047
-3,973
| -17% | -$38.4K |
|
5490
Bluerock Homes Trust
BHM
$49.9M
| $194K | ﹤0.01% |
11,995
-7,332
| -38% | -$118K |
|
5491
Clearside Biomedical
CLSD
$25.1M
| $194K | ﹤0.01% |
172,800
+121,157
| +235% | +$136K |
|
|
AEVA
5492
Aeva Technologies
AEVA
$903M
| $193K | ﹤0.01% |
30,943
-59,684
| -66% | -$373K |
|
5493
Inotiv
NOTV
$48.4M
| $193K | ﹤0.01% |
40,504
-9,071
| -18% | -$43.3K |
|
5494
American Express Global Business Travel
GBTG
$4.32B
| $193K | ﹤0.01% |
26,691
+15,627
| +141% | +$113K |
|
|
RNLX
5495
DELISTED
Renalytix plc American Depositary Shares
RNLX
| $193K | ﹤0.01% |
65,963
+3,150
| +5% | +$9.2K |
|
|
CEPU
5496
Central Puerto
CEPU
$1.29B
| $193K | ﹤0.01% |
27,793
+26,339
| +1,811% | +$183K |
|
5497
Adasina Social Justice All Cap Global ETF
JSTC
$254M
| $192K | ﹤0.01% |
11,921
+6,038
| +103% | +$97.3K |
|
5498
Eagle Bancorp Montana
EBMT
$138M
| $192K | ﹤0.01% |
14,500
-230
| -2% | -$3.04K |
|
|
GLCN
5499
DELISTED
VanEck China Growth Leaders ETF
GLCN
| $191K | ﹤0.01% |
8,321
-2,943
| -26% | -$67.5K |
|
5500
Ocugen
OCGN
$334M
| $190K | ﹤0.01% |
349,614
-48,166
| -12% | -$26.2K |
|