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 |
Microsoft
MSFT
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5626
Riskified
RSKD
$703M
| $232K | ﹤0.01% |
52,305
-177,906
| -77% | -$789K |
|
5627
United States 12 Month Oil Fund,
USL
$43.4M
| $232K | ﹤0.01% |
5,864
-1,046
| -15% | -$41.4K |
|
5628
SPDR S&P Kensho Smart Mobility ETF
HAIL
$22.9M
| $231K | ﹤0.01% |
6,698
-2,521
| -27% | -$86.9K |
|
5629
ProShares UltraPro Dow 30
UDOW
$732M
| $231K | ﹤0.01% |
4,727
+2,754
| +140% | +$135K |
|
5630
Freedom 100 Emerging Markets ETF
FRDM
$1.42B
| $230K | ﹤0.01% |
+8,330
| New | +$230K |
|
5631
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$271M
| $229K | ﹤0.01% |
9,691
+590
| +6% | +$13.9K |
|
5632
PAVmed
PAVM
$8.87M
| $229K | ﹤0.01% |
16,330
-13,766
| -46% | -$193K |
|
5633
ProShares Ultra Bloomberg Natural Gas
BOIL
$130M
| $228K | ﹤0.01% |
54
-57
| -51% | -$241K |
|
|
FTCV
5634
DELISTED
FinTech Acquisition Corp. V Class A Common Stock
FTCV
| $228K | ﹤0.01% |
23,121
+4,046
| +21% | +$39.9K |
|
5635
Karat Packaging
KRT
$486M
| $227K | ﹤0.01% |
13,276
-2,739
| -17% | -$46.8K |
|
5636
Lifetime Brands
LCUT
$86.1M
| $227K | ﹤0.01% |
20,578
+41
| +0.2% | +$452 |
|
5637
MediaAlpha
MAX
$691M
| $226K | ﹤0.01% |
22,989
-389,014
| -94% | -$3.82M |
|
5638
PEDEVCO
PED
$54.5M
| $226K | ﹤0.01% |
196,433
-223,891
| -53% | -$258K |
|
5639
Richmond Mutual Bancorp
RMBI
$141M
| $226K | ﹤0.01% |
16,230
-1,543
| -9% | -$21.5K |
|
|
VAPO
5640
DELISTED
Vapotherm, Inc. Common Stock
VAPO
| $226K | ﹤0.01% |
11,186
-429
| -4% | -$8.67K |
|
5641
Fennec Pharmaceuticals
FENC
$241M
| $225K | ﹤0.01% |
40,341
-9,839
| -20% | -$54.9K |
|
5642
McEwen Inc.
MUX
$730M
| $225K | ﹤0.01% |
51,390
-19,269
| -27% | -$84.4K |
|
5643
InfuSystem Holdings
INFU
$200M
| $224K | ﹤0.01% |
23,243
+16,237
| +232% | +$156K |
|
5644
LSI Industries
LYTS
$708M
| $224K | ﹤0.01% |
36,312
+7,950
| +28% | +$49K |
|
|
OGI
5645
Organigram Holdings
OGI
$236M
| $223K | ﹤0.01% |
60,937
-24,046
| -28% | -$88K |
|
|
GMDA
5646
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
| $223K | ﹤0.01% |
125,757
+1,331
| +1% | +$2.36K |
|
5647
Westwood Holdings Group
WHG
$157M
| $222K | ﹤0.01% |
16,138
+12,536
| +348% | +$172K |
|
|
RKLY
5648
DELISTED
Rockley Photonics Holdings Limited
RKLY
| $222K | ﹤0.01% |
102,746
+58,035
| +130% | +$125K |
|
|
GTYH
5649
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
| $222K | ﹤0.01% |
35,411
+27,974
| +376% | +$175K |
|
|
CRESY
5650
Cresud
CRESY
$535M
| $221K | ﹤0.01% |
45,311
+41,458
| +1,076% | +$202K |
|