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 | |
|---|---|---|---|---|---|---|
5551
FT Vest US Equity Buffer ETF July
FJUL
$1.05B
| $283K | ﹤0.01% |
5,479
-48
| -0.9% | -$2.48K |
|
|
MODV
5552
DELISTED
ModivCare
MODV
| $281K | ﹤0.01% |
90,140
-387,757
| -81% | -$1.21M |
|
5553
Assertio
ASRT
$89.4M
| $281K | ﹤0.01% |
438,492
-111,826
| -20% | -$71.7K |
|
5554
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$111M
| $281K | ﹤0.01% |
3,962
-1,011
| -20% | -$71.7K |
|
5555
Avantis Responsible US Equity ETF
AVSU
$425M
| $279K | ﹤0.01% |
4,064
-1,216
| -23% | -$83.4K |
|
5556
Aemetis
AMTX
$156M
| $278K | ﹤0.01% |
112,285
-40,314
| -26% | -$100K |
|
|
FFAI
5557
Faraday Future Intelligent Electric
FFAI
$241M
| $278K | ﹤0.01% |
165,728
+122,263
| +281% | +$205K |
|
|
FCO
5558
abrdn Global Income Fund
FCO
$43.5M
| $278K | ﹤0.01% |
43,509
+1,424
| +3% | +$9.1K |
|
5559
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$438M
| $278K | ﹤0.01% |
6,430
+108
| +2% | +$4.67K |
|
5560
iShares MSCI Philippines ETF
EPHE
$107M
| $277K | ﹤0.01% |
10,222
-16,871
| -62% | -$458K |
|
5561
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.72B
| $275K | ﹤0.01% |
13,513
| – | – |
|
5562
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.13B
| $275K | ﹤0.01% |
6,707
-18,322
| -73% | -$751K |
|
5563
Amplify Mobile Payments ETF
IPAY
$272M
| $275K | ﹤0.01% |
4,586
+443
| +11% | +$26.5K |
|
|
MBX
5564
MBX Biosciences
MBX
$677M
| $274K | ﹤0.01% |
24,008
-90,602
| -79% | -$1.03M |
|
5565
PolyPid
PYPD
$56.3M
| $274K | ﹤0.01% |
77,590
+76,712
| +8,737% | +$271K |
|
5566
Radcom
RDCM
$232M
| $272K | ﹤0.01% |
19,984
+19,458
| +3,699% | +$264K |
|
|
AVR
5567
Anteris Technologies
AVR
$176M
| $271K | ﹤0.01% |
71,427
+23,727
| +50% | +$89.9K |
|
|
MRNO
5568
Murano Global Investments
MRNO
$224M
| $270K | ﹤0.01% |
25,575
-74
| -0.3% | -$781 |
|
|
ARAI
5569
Arrive AI Inc
ARAI
$121M
| $269K | ﹤0.01% |
+23,014
| New | +$269K |
|
5570
Vident International Equity Strategy
VIDI
$393M
| $268K | ﹤0.01% |
+9,073
| New | +$268K |
|
5571
Strive Inc
ASST
$2.55B
| $267K | ﹤0.01% |
+71,200
| New | +$267K |
|
|
LFT
5572
Lument Finance Trust
LFT
$112M
| $266K | ﹤0.01% |
120,439
+75,083
| +166% | +$166K |
|
5573
SR Bancorp
SRBK
$125M
| $266K | ﹤0.01% |
19,682
+19,076
| +3,148% | +$258K |
|
5574
Strawberry Fields REIT
STRW
$163M
| $266K | ﹤0.01% |
25,205
-4,867
| -16% | -$51.3K |
|
5575
WisdomTree International Efficient Core Fund
NTSI
$435M
| $265K | ﹤0.01% |
6,475
+5,578
| +622% | +$229K |
|