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 |
NVIDIA
NVDA
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5651
India Internet & Ecommerce ETF
INQQ
$63M
| $131K | ﹤0.01% |
+10,663
| New | +$131K |
|
5652
PepGen
PEPG
$48.5M
| $130K | ﹤0.01% |
14,596
+1,534
| +12% | +$13.7K |
|
5653
Gencor Industries
GENC
$224M
| $130K | ﹤0.01% |
8,330
-16,862
| -67% | -$263K |
|
5654
AlTi Global
ALTI
$388M
| $130K | ﹤0.01% |
16,934
-24,076
| -59% | -$184K |
|
5655
Oxford Square Capital
OXSQ
$170M
| $129K | ﹤0.01% |
48,506
-8,722
| -15% | -$23.1K |
|
5656
Teucrium Soybean Fund
SOYB
$25.7M
| $128K | ﹤0.01% |
4,701
+1,615
| +52% | +$44.1K |
|
|
VBNK
5657
VersaBank
VBNK
$383M
| $128K | ﹤0.01% |
16,900
-1,400
| -8% | -$10.6K |
|
5658
Kingsway Financial Services
KFS
$414M
| $128K | ﹤0.01% |
15,716
-5,527
| -26% | -$45K |
|
5659
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$363M
| $127K | ﹤0.01% |
3,542
+3,290
| +1,306% | +$118K |
|
5660
iShares ESG Advanced MSCI EAFE ETF
DMXF
$839M
| $126K | ﹤0.01% |
2,074
+1,688
| +437% | +$103K |
|
5661
KORU Medical Systems
KRMD
$181M
| $126K | ﹤0.01% |
36,573
-13,399
| -27% | -$46.2K |
|
5662
Trump Media & Technology Group
DJT
$4.75B
| $126K | ﹤0.01% |
10,011
-1,971
| -16% | -$24.8K |
|
|
BCOW
5663
DELISTED
1895 Bancorp of Wisconsin, Inc. Common Stock
BCOW
| $125K | ﹤0.01% |
16,728
-789
| -5% | -$5.91K |
|
|
DOYU
5664
DouYu International Holdings
DOYU
$231M
| $125K | ﹤0.01% |
11,929
-5,501
| -32% | -$57.8K |
|
5665
Comp X International
CIX
$285M
| $125K | ﹤0.01% |
5,743
+103
| +2% | +$2.25K |
|
5666
Innovator US Equity Ultra Buffer ETF January
UJAN
$205M
| $125K | ﹤0.01% |
3,825
-575
| -13% | -$18.8K |
|
5667
First Trust United Kingdom AlphaDEX Fund
FKU
$71.6M
| $125K | ﹤0.01% |
3,748
-2,045
| -35% | -$68.2K |
|
5668
Priority Technology Holdings
PRTH
$603M
| $125K | ﹤0.01% |
34,508
-342
| -1% | -$1.24K |
|
5669
OppFi
OPFI
$312M
| $125K | ﹤0.01% |
61,234
+35,763
| +140% | +$73K |
|
5670
Citius Pharmaceuticals
CTXR
$20.6M
| $125K | ﹤0.01% |
4,161
-1,299
| -24% | -$39K |
|
|
ENZ
5671
DELISTED
Enzo Biochem, Inc.
ENZ
| $124K | ﹤0.01% |
67,639
-103,241
| -60% | -$190K |
|
5672
Wheels Up
UP
$1.52B
| $124K | ﹤0.01% |
106,364
-17,701
| -14% | -$20.7K |
|
5673
iShares MSCI Finland ETF
EFNL
$30.1M
| $124K | ﹤0.01% |
3,530
-2,592
| -42% | -$91.1K |
|
5674
Rallybio
RLYB
$25.1M
| $124K | ﹤0.01% |
21,916
+12,582
| +135% | +$71.2K |
|
5675
EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares
EPR.PRE
$111M
| $124K | ﹤0.01% |
4,462
-8,650
| -66% | -$240K |
|