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
|
+$1.67B |
| 2 |
Aon
AON
|
+$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$724M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.33B |
| 2 |
Datadog
DDOG
|
+$740M |
| 3 |
TSMC
TSM
|
+$732M |
| 4 |
Tesla
TSLA
|
+$687M |
| 5 |
Baxter International
BAX
|
+$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5526
AirSculpt Technologies
AIRS
$386M
| $199K | ﹤0.01% |
39,410
+5,846
| +17% | +$29.5K |
|
5527
BigBear.ai
BBAI
$2.23B
| $198K | ﹤0.01% |
81,204
+80,131
| +7,468% | +$196K |
|
5528
First Trust United Kingdom AlphaDEX Fund
FKU
$72M
| $196K | ﹤0.01% |
5,793
+602
| +12% | +$20.4K |
|
5529
Atlanticus Holdings
ATLC
$1.09B
| $196K | ﹤0.01% |
7,210
-2,035
| -22% | -$55.2K |
|
|
KSM
5530
DELISTED
DWS Strategic Municipal Income Trust
KSM
| $195K | ﹤0.01% |
22,972
-1,612
| -7% | -$13.7K |
|
5531
BlackRock Virginia Muni Bond Trust
BHV
$16.9M
| $195K | ﹤0.01% |
17,644
+9,200
| +109% | +$102K |
|
5532
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
| $195K | ﹤0.01% |
4,129
+316
| +8% | +$14.9K |
|
5533
1stdibs.com
DIBS
$102M
| $193K | ﹤0.01% |
48,722
+23,777
| +95% | +$94.4K |
|
5534
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.27B
| $193K | ﹤0.01% |
+8,191
| New | +$193K |
|
5535
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
| $193K | ﹤0.01% |
5,842
+812
| +16% | +$26.9K |
|
|
JEQ
5536
abrdn Japan Equity Fund
JEQ
$125M
| $193K | ﹤0.01% |
35,310
-314
| -0.9% | -$1.72K |
|
5537
Sensei Biotherapeutics
SNSE
$11.4M
| $193K | ﹤0.01% |
6,432
+6,420
| +53,500% | +$193K |
|
5538
ThredUp
TDUP
$1.29B
| $192K | ﹤0.01% |
76,046
-12,288
| -14% | -$31.1K |
|
|
FORTY
5539
Formula Systems
FORTY
$2.14B
| $192K | ﹤0.01% |
2,921
| – | – |
|
5540
United States Copper Index Fund
CPER
$225M
| $191K | ﹤0.01% |
7,652
-5,513
| -42% | -$137K |
|
|
SOL
5541
Emeren Group
SOL
$97M
| $191K | ﹤0.01% |
42,817
-10,652
| -20% | -$47.4K |
|
5542
Bit Digital
BTBT
$974M
| $191K | ﹤0.01% |
123,721
+7,959
| +7% | +$12.3K |
|
5543
Origin Agritech
SEED
$8.83M
| $189K | ﹤0.01% |
31,600
-2,500
| -7% | -$15K |
|
5544
InfuSystem Holdings
INFU
$200M
| $187K | ﹤0.01% |
24,169
+12,967
| +116% | +$100K |
|
|
ARAV
5545
DELISTED
Aravive, Inc. Common Stock
ARAV
| $187K | ﹤0.01% |
93,587
+14,496
| +18% | +$29K |
|
5546
Kingsway Financial Services
KFS
$415M
| $187K | ﹤0.01% |
21,243
+13,099
| +161% | +$115K |
|
5547
Taylor Devices
TAYD
$148M
| $186K | ﹤0.01% |
9,258
+1,515
| +20% | +$30.4K |
|
5548
Karooooo
KARO
$1.7B
| $184K | ﹤0.01% |
7,947
+7,649
| +2,567% | +$177K |
|
5549
Semler Scientific
SMLR
$410M
| $184K | ﹤0.01% |
6,877
+46
| +0.7% | +$1.23K |
|
5550
Anixa Biosciences
ANIX
$110M
| $184K | ﹤0.01% |
42,815
-9,466
| -18% | -$40.7K |
|