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 | |
|---|---|---|---|---|---|---|
5476
Global X FTSE Southeast Asia ETF
ASEA
$66.7M
| $481K | ﹤0.01% |
31,900
+15,492
| +94% | +$234K |
|
|
IPX
5477
IperionX
IPX
$1.39B
| $478K | ﹤0.01% |
+51,600
| New | +$478K |
|
|
AKTS
5478
DELISTED
Akoustis Technologies Inc
AKTS
| $474K | ﹤0.01% |
568,114
+403,684
| +246% | +$337K |
|
5479
Rallybio
RLYB
$24.6M
| $474K | ﹤0.01% |
198,238
+182,461
| +1,156% | +$436K |
|
5480
Duos Technologies
DUOT
$153M
| $473K | ﹤0.01% |
163,120
+74,120
| +83% | +$215K |
|
5481
Riverview Bancorp
RVSB
$108M
| $472K | ﹤0.01% |
73,684
+40,704
| +123% | +$261K |
|
5482
Orchestra BioMed
OBIO
$132M
| $471K | ﹤0.01% |
51,562
+34,298
| +199% | +$313K |
|
5483
UNIFI
UFI
$85.4M
| $470K | ﹤0.01% |
70,514
+14,086
| +25% | +$93.8K |
|
|
CLLS
5484
Cellectis
CLLS
$345M
| $470K | ﹤0.01% |
152,450
+84,858
| +126% | +$261K |
|
5485
KraneShares MSCI All China Health Care Index ETF
KURE
$105M
| $469K | ﹤0.01% |
26,842
-97,756
| -78% | -$1.71M |
|
5486
Lazydays
GORV
$7.84M
| $469K | ﹤0.01% |
2,215
+1,855
| +515% | +$392K |
|
5487
Capricor Therapeutics
CAPR
$304M
| $466K | ﹤0.01% |
95,376
+52,688
| +123% | +$258K |
|
5488
Dimensional Global Real Estate ETF
DFGR
$2.71B
| $464K | ﹤0.01% |
+17,860
| New | +$464K |
|
5489
CPI Card Group
PMTS
$177M
| $462K | ﹤0.01% |
24,098
+16,097
| +201% | +$309K |
|
5490
EVI Industries
EVI
$400M
| $462K | ﹤0.01% |
19,460
-12,909
| -40% | -$306K |
|
5491
Bio-Rad Laboratories Class B
BIO.B
$7.71B
| $461K | ﹤0.01% |
1,448
+724
| +100% | +$230K |
|
5492
Talkspace
TALK
$429M
| $460K | ﹤0.01% |
180,936
+166,302
| +1,136% | +$422K |
|
|
WMPN
5493
DELISTED
William Penn Bancorporation Common Stock
WMPN
| $459K | ﹤0.01% |
37,628
+18,767
| +100% | +$229K |
|
5494
Maui Land & Pineapple Co
MLP
$376M
| $458K | ﹤0.01% |
28,852
+24,221
| +523% | +$385K |
|
5495
Wrap Technologies
WRAP
$132M
| $457K | ﹤0.01% |
147,262
+71,798
| +95% | +$223K |
|
5496
Air T
AIRT
$61.5M
| $456K | ﹤0.01% |
27,002
+4,152
| +18% | +$70.2K |
|
|
RPT
5497
Rithm Property Trust
RPT
$121M
| $456K | ﹤0.01% |
85,974
+47,741
| +125% | +$253K |
|
5498
FT Vest US Equity Deep Buffer ETF February
DFEB
$410M
| $455K | ﹤0.01% |
12,130
+6,065
| +100% | +$227K |
|
|
APTO
5499
DELISTED
Aptose Biosciences, Inc.
APTO
| $454K | ﹤0.01% |
5,964
+4,401
| +282% | +$335K |
|
5500
374Water
SCWO
$46.4M
| $453K | ﹤0.01% |
319,308
+270,827
| +559% | +$385K |
|