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
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GP
5576
GreenPower Motor Co
GP
$9.75M
| $266K | ﹤0.01% |
38,764
-35,796
| -48% | -$246K |
|
|
ACCS
5577
ACCESS Newswire Inc.
ACCS
$40.4M
| $266K | ﹤0.01% |
8,946
+1,700
| +23% | +$50.5K |
|
5578
StealthGas
GASS
$271M
| $265K | ﹤0.01% |
110,540
+5,188
| +5% | +$12.4K |
|
5579
SPDR S&P Global Infrastructure ETF
GII
$605M
| $265K | ﹤0.01% |
4,570
+692
| +18% | +$40.1K |
|
5580
89bio
ETNB
$1.19B
| $264K | ﹤0.01% |
70,309
+31,353
| +80% | +$118K |
|
5581
Lifetime Brands
LCUT
$85.4M
| $264K | ﹤0.01% |
20,537
-854
| -4% | -$11K |
|
5582
Navitas Semiconductor
NVTS
$1.26B
| $264K | ﹤0.01% |
25,652
-28,104
| -52% | -$289K |
|
5583
Velocity Financial
VEL
$714M
| $264K | ﹤0.01% |
24,149
+6,743
| +39% | +$73.7K |
|
|
CSTR
5584
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $264K | ﹤0.01% |
12,556
-4,809
| -28% | -$101K |
|
|
PLM
5585
DELISTED
PolyMet Mining Corp.
PLM
| $264K | ﹤0.01% |
63,181
+36,750
| +139% | +$154K |
|
5586
Innovator IBD 50 ETF
FFTY
$79.3M
| $263K | ﹤0.01% |
6,712
+3,205
| +91% | +$126K |
|
|
SYSB
5587
iShares Systematic Bond ETF
SYSB
$90.5M
| $263K | ﹤0.01% |
2,833
-839
| -23% | -$77.9K |
|
5588
Galmed Pharmaceuticals
GLMD
$8M
| $263K | ﹤0.01% |
918
+25
| +3% | +$7.16K |
|
5589
Mustang Bio
MBIO
$11.4M
| $263K | ﹤0.01% |
347
+24
| +7% | +$18.2K |
|
|
AWH
5590
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
| $259K | ﹤0.01% |
16,667
-164,990
| -91% | -$2.56M |
|
5591
Alkami Technology
ALKT
$2.63B
| $257K | ﹤0.01% |
17,949
-9,724
| -35% | -$139K |
|
|
BEDU
5592
Bright Scholar Education Holdings
BEDU
$54.4M
| $257K | ﹤0.01% |
106,951
-11,082
| -9% | -$26.6K |
|
5593
United States 12 Month Oil Fund,
USL
$43.9M
| $257K | ﹤0.01% |
6,910
-1,630
| -19% | -$60.6K |
|
5594
Stratus Properties
STRS
$156M
| $255K | ﹤0.01% |
5,907
+2,349
| +66% | +$101K |
|
5595
Inspire Global Hope ETF
BLES
$123M
| $254K | ﹤0.01% |
+7,054
| New | +$254K |
|
|
ABCM
5596
DELISTED
Abcam plc American Depositary Shares
ABCM
| $254K | ﹤0.01% |
13,918
-1,025,212
| -99% | -$18.7M |
|
5597
Princeton Bancorp
BPRN
$223M
| $253K | ﹤0.01% |
8,755
+671
| +8% | +$19.4K |
|
5598
BRF SA
BRFS
$6.31B
| $252K | ﹤0.01% |
63,425
+10,420
| +20% | +$41.4K |
|
|
SMIT
5599
DELISTED
Schmitt Industries Inc
SMIT
| $252K | ﹤0.01% |
51,589
+1,269
| +3% | +$6.2K |
|
5600
Aquestive Therapeutics
AQST
$622M
| $250K | ﹤0.01% |
96,133
-99,389
| -51% | -$258K |
|