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 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5476
Chegg
CHGG
$187M
| $345K | ﹤0.01% |
284,958
-1,529,109
| -84% | -$1.85M |
|
|
FLYY
5477
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
| $344K | ﹤0.01% |
+68,977
| New | +$344K |
|
|
IMOS
5478
ChipMOS TECHNOLOGIES
IMOS
$690M
| $344K | ﹤0.01% |
18,993
-9,455
| -33% | -$171K |
|
5479
Motley Fool Global Opportunities ETF
TMFG
$397M
| $343K | ﹤0.01% |
11,294
| – | – |
|
5480
Lexeo Therapeutics
LXEO
$284M
| $341K | ﹤0.01% |
84,781
+465
| +0.6% | +$1.87K |
|
|
BKCG
5481
BNY Mellon Concentrated Growth ETF
BKCG
$123M
| $339K | ﹤0.01% |
9,805
+164
| +2% | +$5.67K |
|
5482
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$138M
| $339K | ﹤0.01% |
5,173
+5,163
| +51,630% | +$338K |
|
5483
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$591M
| $338K | ﹤0.01% |
13,604
+6,444
| +90% | +$160K |
|
5484
IQ Candriam US Large Cap Equity ETF
IQSU
$265M
| $337K | ﹤0.01% |
6,805
+3,405
| +100% | +$169K |
|
5485
Hawthorn Bancshares
HWBK
$220M
| $337K | ﹤0.01% |
11,561
+7,469
| +183% | +$218K |
|
5486
GoPro
GPRO
$437M
| $334K | ﹤0.01% |
441,145
-192,419
| -30% | -$146K |
|
5487
Fidelity Small-Mid Multifactor ETF
FSMD
$1.72B
| $333K | ﹤0.01% |
8,023
+7,940
| +9,566% | +$329K |
|
5488
Emerald Holding
EEX
$1B
| $332K | ﹤0.01% |
68,370
+1,110
| +2% | +$5.38K |
|
5489
CPI Card Group
PMTS
$176M
| $332K | ﹤0.01% |
13,976
-9,639
| -41% | -$229K |
|
5490
Fossil Group
FOSL
$161M
| $331K | ﹤0.01% |
223,447
-161,751
| -42% | -$239K |
|
|
AMBR
5491
Amber International Holding Ltd
AMBR
$376M
| $330K | ﹤0.01% |
29,940
-50,560
| -63% | -$558K |
|
5492
Better Home & Finance Holding
BETR
$749M
| $330K | ﹤0.01% |
26,634
+8,814
| +49% | +$109K |
|
5493
ProShares Ultra Semiconductors
USD
$1.56B
| $330K | ﹤0.01% |
4,455
+1,803
| +68% | +$133K |
|
|
NFGC
5494
New Found Gold
NFGC
$527M
| $329K | ﹤0.01% |
231,421
+224,565
| +3,275% | +$319K |
|
5495
Gores Guggenheim
PSNY
$2.1B
| $328K | ﹤0.01% |
306,818
+42,384
| +16% | +$45.4K |
|
5496
Invesco Oil & Gas Services ETF
PXJ
$26.8M
| $328K | ﹤0.01% |
13,777
+158
| +1% | +$3.76K |
|
|
PNI
5497
PIMCO New York Municipal Income Fund II
PNI
$77.7M
| $328K | ﹤0.01% |
48,777
+2,223
| +5% | +$14.9K |
|
|
CMU
5498
MFS High Yield Municipal Trust
CMU
$88M
| $328K | ﹤0.01% |
98,359
+10
| +0% | +$33 |
|
5499
Air T
AIRT
$63.6M
| $326K | ﹤0.01% |
14,820
+9,669
| +188% | +$213K |
|
5500
inTEST
INTT
$101M
| $323K | ﹤0.01% |
44,387
+5,540
| +14% | +$40.3K |
|