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 | |
|---|---|---|---|---|---|---|
5576
HUTCHMED
HCM
$2.86B
| $265K | ﹤0.01% |
17,589
-2,607
| -13% | -$39.2K |
|
5577
BlackRock Virginia Muni Bond Trust
BHV
$17.2M
| $265K | ﹤0.01% |
25,465
+11,755
| +86% | +$122K |
|
5578
Finward Bancorp
FNWD
$138M
| $263K | ﹤0.01% |
9,531
+8,664
| +999% | +$239K |
|
5579
Innovator US Equity Buffer ETF January
BJAN
$294M
| $263K | ﹤0.01% |
5,241
| – | – |
|
5580
Smith-Midland
SMID
$194M
| $263K | ﹤0.01% |
7,841
-4,274
| -35% | -$143K |
|
5581
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$909M
| $262K | ﹤0.01% |
6,224
-97
| -2% | -$4.09K |
|
5582
Zura Bio
ZURA
$136M
| $262K | ﹤0.01% |
249,200
+165,291
| +197% | +$174K |
|
5583
loanDepot
LDI
$745M
| $259K | ﹤0.01% |
204,192
+142,494
| +231% | +$181K |
|
5584
Gyre Therapeutics
GYRE
$678M
| $259K | ﹤0.01% |
35,258
+21,228
| +151% | +$156K |
|
5585
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$534M
| $259K | ﹤0.01% |
4,886
+500
| +11% | +$26.5K |
|
5586
Immix Biopharma
IMMX
$72.2M
| $259K | ﹤0.01% |
124,919
+42,627
| +52% | +$88.2K |
|
5587
Vera Bradley
VRA
$58.1M
| $258K | ﹤0.01% |
116,904
-47,814
| -29% | -$106K |
|
5588
CF Bankshares
CFBK
$158M
| $258K | ﹤0.01% |
10,775
+5,756
| +115% | +$138K |
|
|
WSO.B
5589
Watsco Inc Class B
WSO.B
| $258K | ﹤0.01% |
589
+1
| +0.2% | +$438 |
|
5590
One Stop Systems
OSS
$150M
| $257K | ﹤0.01% |
72,503
+40,200
| +124% | +$143K |
|
5591
Espey Mfg & Electronics Corp
ESP
$122M
| $256K | ﹤0.01% |
5,606
+1,988
| +55% | +$90.9K |
|
|
PHH
5592
Park Ha Biological Technology Co
PHH
$14.1M
| $256K | ﹤0.01% |
+7,321
| New | +$256K |
|
5593
XBiotech
XBIT
$81.4M
| $255K | ﹤0.01% |
85,805
-19,692
| -19% | -$58.5K |
|
|
RTACU
5594
Renatus Tactical Acquisition Corp I Unit
RTACU
$201M
| $255K | ﹤0.01% |
+20,000
| New | +$255K |
|
5595
Fractyl Health
GUTS
$70.5M
| $254K | ﹤0.01% |
156,890
-3,149
| -2% | -$5.1K |
|
5596
Sera Prognostics
SERA
$124M
| $253K | ﹤0.01% |
91,382
+9,055
| +11% | +$25.1K |
|
5597
Eastern Company
EML
$153M
| $252K | ﹤0.01% |
11,040
+1,300
| +13% | +$29.7K |
|
|
OGI
5598
Organigram Holdings
OGI
$239M
| $252K | ﹤0.01% |
186,367
+90,227
| +94% | +$122K |
|
|
WYHG
5599
Wing Yip Food Holdings
WYHG
$67.4M
| $251K | ﹤0.01% |
+168,711
| New | +$251K |
|
|
RTAC
5600
Renatus Tactical Acquisition Corp I
RTAC
$339M
| $251K | ﹤0.01% |
+21,300
| New | +$251K |
|