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 |
Invesco QQQ Trust
QQQ
|
+$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.02B |
| 3 |
Oracle
ORCL
|
+$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$854M |
| 5 |
S&P Global
SPGI
|
+$827M |
Top Sells
| 1 |
Intel
INTC
|
+$1.22B |
| 2 |
Constellation Brands
STZ
|
+$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$852M |
| 4 |
Carvana
CVNA
|
+$805M |
| 5 |
Bank of America
BAC
|
+$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5576
Euro Tech Holdings
CLWT
$11M
| $197K | ﹤0.01% |
180,347
-3,099
| -2% | -$3.38K |
|
5577
Kopin
KOPN
$384M
| $196K | ﹤0.01% |
210,388
+72,037
| +52% | +$67.2K |
|
5578
Cibus
CBUS
$72.5M
| $195K | ﹤0.01% |
104,115
+26,067
| +33% | +$48.7K |
|
5579
Better Home & Finance Holding
BETR
$391M
| $195K | ﹤0.01% |
17,820
+6,673
| +60% | +$72.8K |
|
5580
Zynex
ZYXI
$47.3M
| $194K | ﹤0.01% |
88,326
-11,173
| -11% | -$24.6K |
|
5581
TMC The Metals Company
TMC
$2.3B
| $194K | ﹤0.01% |
112,721
-21,487
| -16% | -$37K |
|
5582
EA Bridgeway Blue Chip ETF
BBLU
$318M
| $194K | ﹤0.01% |
15,174
-1,285
| -8% | -$16.4K |
|
5583
iShares US Tech Breakthrough Multisector ETF
TECB
$452M
| $194K | ﹤0.01% |
3,957
-1,382
| -26% | -$67.6K |
|
5584
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$186M
| $192K | ﹤0.01% |
6,478
+5,851
| +933% | +$174K |
|
5585
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$589M
| $192K | ﹤0.01% |
2,784
-14
| -0.5% | -$965 |
|
5586
Direxion Daily FTSE China Bear 3X Shares
YANG
$157M
| $192K | ﹤0.01% |
4,847
-299,291
| -98% | -$11.8M |
|
5587
InspireMD
NSPR
$101M
| $192K | ﹤0.01% |
71,266
-53,035
| -43% | -$143K |
|
5588
Atossa Therapeutics
ATOS
$106M
| $191K | ﹤0.01% |
284,187
-168,009
| -37% | -$113K |
|
5589
Universal Electronics
UEIC
$61.9M
| $191K | ﹤0.01% |
31,210
-2,275
| -7% | -$13.9K |
|
5590
Gain Therapeutics
GANX
$58.6M
| $191K | ﹤0.01% |
99,795
+11,283
| +13% | +$21.6K |
|
5591
Fractyl Health
GUTS
$70.5M
| $190K | ﹤0.01% |
160,039
-110,786
| -41% | -$132K |
|
5592
iShares Trust iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.27B
| $190K | ﹤0.01% |
+3,178
| New | +$190K |
|
|
IMDX
5593
Insight Molecular Diagnostics Inc. Common Stock
IMDX
$98.5M
| $189K | ﹤0.01% |
61,708
| – | – |
|
|
NMAX
5594
Newsmax, Inc.
NMAX
$1.65B
| $189K | ﹤0.01% |
+2,261
| New | +$189K |
|
|
IH
5595
iHuman
IH
$152M
| $188K | ﹤0.01% |
88,800
+47,025
| +113% | +$99.7K |
|
5596
Rockwell Medical
RMTI
$57.8M
| $188K | ﹤0.01% |
166,393
+68,515
| +70% | +$77.4K |
|
5597
Nuveen Missouri Quality Municipal Income Fund
NOM
$26.3M
| $187K | ﹤0.01% |
18,049
+2,270
| +14% | +$23.5K |
|
5598
Duos Technologies
DUOT
$158M
| $187K | ﹤0.01% |
33,100
+8,100
| +32% | +$45.7K |
|
5599
Genelux
GNLX
$154M
| $186K | ﹤0.01% |
69,010
+15,170
| +28% | +$41K |
|
5600
Mammoth Energy Services
TUSK
$114M
| $186K | ﹤0.01% |
91,234
+255
| +0.3% | +$520 |
|