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 |
iShares Core S&P 500 ETF
IVV
|
+$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.12B |
| 4 |
CME Group
CME
|
+$1.06B |
| 5 |
Booking.com
BKNG
|
+$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.11B |
| 2 |
Adobe
ADBE
|
+$1.08B |
| 3 |
ServiceNow
NOW
|
+$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
+$994M |
| 5 |
NVIDIA
NVDA
|
+$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5601
Global X MSCI Norway ETF
NORW
$57.7M
| $186K | ﹤0.01% |
7,224
+486
| +7% | +$12.5K |
|
5602
Alto Ingredients
ALTO
$93.7M
| $186K | ﹤0.01% |
115,470
+36,052
| +45% | +$58K |
|
|
DXYZ
5603
Destiny Tech100
DXYZ
$290M
| $186K | ﹤0.01% |
18,665
-97,086
| -84% | -$966K |
|
5604
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$585M
| $183K | ﹤0.01% |
7,394
+7,392
| +369,600% | +$183K |
|
5605
Gilat Satellite Networks
GILT
$655M
| $182K | ﹤0.01% |
34,618
+24,268
| +234% | +$128K |
|
5606
LifeVantage
LFVN
$133M
| $180K | ﹤0.01% |
14,932
-1,937
| -11% | -$23.4K |
|
5607
Prairie Operating Co
PROP
$107M
| $180K | ﹤0.01% |
20,589
+15,781
| +328% | +$138K |
|
|
CANG
5608
Cango
CANG
$812M
| $180K | ﹤0.01% |
101,263
+21,973
| +28% | +$39.1K |
|
5609
Janus Henderson B-BBB CLO ETF
JBBB
$1.46B
| $180K | ﹤0.01% |
3,682
-98,760
| -96% | -$4.83M |
|
5610
Oportun Financial
OPRT
$296M
| $180K | ﹤0.01% |
64,013
-199,194
| -76% | -$560K |
|
|
PYN
5611
DELISTED
PIMCO New York Municipal Income Fund III
PYN
| $178K | ﹤0.01% |
28,314
-1,999
| -7% | -$12.6K |
|
5612
FT Vest US Equity Deep Buffer ETF February
DFEB
$411M
| $178K | ﹤0.01% |
4,273
-492
| -10% | -$20.5K |
|
5613
Gossamer Bio
GOSS
$746M
| $178K | ﹤0.01% |
180,235
-14,429
| -7% | -$14.2K |
|
5614
Amplify Alternative Harvest ETF
MJ
$172M
| $178K | ﹤0.01% |
4,472
-243
| -5% | -$9.65K |
|
5615
VanEck Indonesia Index ETF
IDX
$37.8M
| $178K | ﹤0.01% |
9,785
+8,344
| +579% | +$151K |
|
5616
SPDR S&P Kensho Clean Power ETF
CNRG
$158M
| $177K | ﹤0.01% |
2,694
-449
| -14% | -$29.5K |
|
|
ZEPP
5617
Zepp Health
ZEPP
$689M
| $177K | ﹤0.01% |
40,738
+6,146
| +18% | +$26.7K |
|
5618
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $177K | ﹤0.01% |
3,177
+214
| +7% | +$11.9K |
|
5619
Century Casinos
CNTY
$80.2M
| $175K | ﹤0.01% |
68,551
-147,151
| -68% | -$377K |
|
5620
Direxion Daily Dow Jones Internet Bull 3X Shares
WEBL
$162M
| $175K | ﹤0.01% |
9,412
+4,539
| +93% | +$84.6K |
|
5621
Better Home & Finance Holding
BETR
$387M
| $175K | ﹤0.01% |
9,840
-2,004
| -17% | -$35.7K |
|
5622
Invesco High Income Trust II
VLT
$73.9M
| $174K | ﹤0.01% |
15,138
+106
| +0.7% | +$1.22K |
|
5623
Alpha Teknova
TKNO
$229M
| $174K | ﹤0.01% |
35,984
-8,766
| -20% | -$42.4K |
|
5624
Scilex Holding
SCLX
$180M
| $174K | ﹤0.01% |
5,369
+82
| +2% | +$2.65K |
|
5625
Lunai Bioworks Inc. Common Stock
RENB
$44.8M
| $172K | ﹤0.01% |
356,658
-97,770
| -22% | -$47.3K |
|