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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RCOR
5526
DELISTED
Renovacor, Inc.
RCOR
| $408K | ﹤0.01% |
53,035
+1,848
| +4% | +$14.2K |
|
|
TUEM
5527
DELISTED
Tuesday Morning Corp
TUEM
| $408K | ﹤0.01% |
5,964
-28
| -0.5% | -$1.92K |
|
5528
Dimensional US Core Equity Market ETF
DFAU
$9.28B
| $404K | ﹤0.01% |
+12,236
| New | +$404K |
|
5529
ACV Auctions
ACVA
$1.76B
| $403K | ﹤0.01% |
21,382
-83,986
| -80% | -$1.58M |
|
|
ATHE
5530
Alterity Therapeutics
ATHE
$68.6M
| $403K | ﹤0.01% |
55,986
-910
| -2% | -$6.55K |
|
5531
CPS Technologies
CPSH
$48.5M
| $402K | ﹤0.01% |
106,113
+25,954
| +32% | +$98.3K |
|
5532
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$87.1M
| $402K | ﹤0.01% |
5,430
+58
| +1% | +$4.29K |
|
5533
Mustang Bio
MBIO
$11.7M
| $402K | ﹤0.01% |
323
-33
| -9% | -$41.1K |
|
5534
Betterware México
BWMX
$503M
| $401K | ﹤0.01% |
19,125
+7,204
| +60% | +$151K |
|
5535
SPDR S&P Kensho Smart Mobility ETF
HAIL
$22.9M
| $400K | ﹤0.01% |
7,251
+4,548
| +168% | +$251K |
|
5536
Praxis Precision Medicines
PRAX
$884M
| $400K | ﹤0.01% |
1,353
+387
| +40% | +$114K |
|
5537
Dimensional International Value ETF
DFIV
$13.6B
| $399K | ﹤0.01% |
+12,149
| New | +$399K |
|
5538
United States Brent Oil Fund
BNO
$107M
| $398K | ﹤0.01% |
19,012
-49,652
| -72% | -$1.04M |
|
5539
First Community Corp
FCCO
$217M
| $398K | ﹤0.01% |
19,090
+3
| +0% | +$63 |
|
5540
Amtech Systems
ASYS
$125M
| $397K | ﹤0.01% |
40,198
+37,457
| +1,367% | +$370K |
|
5541
Frequency Electronics
FEIM
$266M
| $397K | ﹤0.01% |
39,801
+7,001
| +21% | +$69.8K |
|
5542
Savara
SVRA
$627M
| $397K | ﹤0.01% |
320,035
-81,623
| -20% | -$101K |
|
|
INSI
5543
DELISTED
Insight Select Income Fund
INSI
| $397K | ﹤0.01% |
17,666
-1,100
| -6% | -$24.7K |
|
|
GNFT
5544
Genfit
GNFT
$211M
| $396K | ﹤0.01% |
79,229
+24,893
| +46% | +$124K |
|
5545
Hippo Holdings
HIPO
$931M
| $394K | ﹤0.01% |
5,570
+1,583
| +40% | +$112K |
|
5546
Avita Medical
RCEL
$158M
| $393K | ﹤0.01% |
32,858
+4,282
| +15% | +$51.2K |
|
|
RNTX
5547
Rein Therapeutics, Inc. Common Stock
RNTX
$27.6M
| $393K | ﹤0.01% |
34,886
+32,463
| +1,340% | +$366K |
|
|
RNWK
5548
DELISTED
RealNetworks Inc
RNWK
| $393K | ﹤0.01% |
400,806
+82,370
| +26% | +$80.8K |
|
|
VWTR
5549
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $390K | ﹤0.01% |
32,267
-6,613
| -17% | -$79.9K |
|
5550
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $389K | ﹤0.01% |
11,700
+7,600
| +185% | +$253K |
|