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 | |
|---|---|---|---|---|---|---|
5601
SPDR S&P 500 ESG ETF
EFIV
$1.18B
| $251K | ﹤0.01% |
4,283
+1,106
| +35% | +$64.8K |
|
5602
Fidelity Fundamental Large Cap Growth ETF
FFLG
$506M
| $250K | ﹤0.01% |
9,407
-393
| -4% | -$10.4K |
|
|
IAUX
5603
i-80 Gold Corp
IAUX
$798M
| $249K | ﹤0.01% |
416,544
-451,115
| -52% | -$270K |
|
5604
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$113M
| $249K | ﹤0.01% |
5,884
-211
| -3% | -$8.93K |
|
|
CBIO
5605
Crescent Biopharma
CBIO
$182M
| $248K | ﹤0.01% |
15,394
+15,342
| +29,504% | +$248K |
|
5606
BV Financial
BVFL
$166M
| $248K | ﹤0.01% |
16,308
+10,448
| +178% | +$159K |
|
5607
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$683M
| $248K | ﹤0.01% |
11,463
-2,105
| -16% | -$45.6K |
|
5608
ROBO Global Artificial Intelligence ETF
THNQ
$278M
| $247K | ﹤0.01% |
4,486
+807
| +22% | +$44.4K |
|
5609
Enlivex Therapeutics
ENLV
$25.3M
| $245K | ﹤0.01% |
219,149
-11,536
| -5% | -$12.9K |
|
5610
Landmark Bancorp
LARK
$154M
| $245K | ﹤0.01% |
9,256
+5,688
| +159% | +$150K |
|
5611
iShares US Small Cap Value Factor ETF
SVAL
$144M
| $244K | ﹤0.01% |
7,865
+800
| +11% | +$24.8K |
|
5612
GMO US Quality ETF
QLTY
$2.56B
| $244K | ﹤0.01% |
7,121
+7,120
| +712,000% | +$244K |
|
5613
AXS Change Finance ESG ETF
CHGX
$137M
| $244K | ﹤0.01% |
+9,357
| New | +$244K |
|
5614
AGF US Market Neutral Anti-Beta Fund
BTAL
$364M
| $242K | ﹤0.01% |
13,695
-647,819
| -98% | -$11.5M |
|
5615
Global X MSCI Norway ETF
NORW
$56.5M
| $242K | ﹤0.01% |
8,264
-1,001
| -11% | -$29.3K |
|
5616
Maui Land & Pineapple Co
MLP
$373M
| $241K | ﹤0.01% |
13,241
+900
| +7% | +$16.4K |
|
5617
Vanguard US Value Factor ETF
VFVA
$702M
| $241K | ﹤0.01% |
2,035
+946
| +87% | +$112K |
|
5618
Achieve Life Sciences
ACHV
$151M
| $240K | ﹤0.01% |
106,297
+43,159
| +68% | +$97.5K |
|
5619
Banco Bradesco
BBDO
$30.8B
| $239K | ﹤0.01% |
87,721
-96,894
| -52% | -$265K |
|
5620
QuickLogic
QUIK
$103M
| $239K | ﹤0.01% |
38,844
-7,541
| -16% | -$46.5K |
|
|
ASG
5621
Liberty All-Star Growth Fund
ASG
$351M
| $239K | ﹤0.01% |
43,705
+23,894
| +121% | +$131K |
|
|
ATHE
5622
Alterity Therapeutics
ATHE
$68M
| $238K | ﹤0.01% |
58,301
+14,600
| +33% | +$59.7K |
|
5623
Ohio Valley Banc Corp
OVBC
$180M
| $238K | ﹤0.01% |
7,378
+3,844
| +109% | +$124K |
|
5624
INmune Bio
INMB
$52.6M
| $237K | ﹤0.01% |
102,738
+18,274
| +22% | +$42.2K |
|
5625
United States Copper Index Fund
CPER
$226M
| $236K | ﹤0.01% |
7,474
-10,590
| -59% | -$335K |
|