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
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5676
FTC Solar
FTCI
$113M
| $107K | ﹤0.01% |
8,366
-8,208
| -50% | -$105K |
|
|
CLLS
5677
Cellectis
CLLS
$368M
| $107K | ﹤0.01% |
67,592
-9,560
| -12% | -$15.1K |
|
5678
iShares MSCI Finland ETF
EFNL
$30M
| $107K | ﹤0.01% |
3,270
-260
| -7% | -$8.47K |
|
5679
Virco
VIRC
$125M
| $106K | ﹤0.01% |
13,401
-2,000
| -13% | -$15.9K |
|
5680
Pulse Biosciences
PLSE
$1.18B
| $106K | ﹤0.01% |
26,394
-4,537
| -15% | -$18.3K |
|
|
CRESY
5681
Cresud
CRESY
$580M
| $106K | ﹤0.01% |
16,031
-5
| -0% | -$33 |
|
5682
Schwab International Dividend Equity ETF
SCHY
$1.31B
| $106K | ﹤0.01% |
4,613
-31
| -0.7% | -$713 |
|
|
ENZ
5683
DELISTED
Enzo Biochem, Inc.
ENZ
| $106K | ﹤0.01% |
75,639
+8,000
| +12% | +$11.2K |
|
5684
FT Vest US Equity Buffer ETF May
FMAY
$1.05B
| $106K | ﹤0.01% |
+2,760
| New | +$106K |
|
5685
Direxion Daily TSLA Bear 1X Shares
TSLS
$60M
| $106K | ﹤0.01% |
5,428
+4,242
| +358% | +$82.6K |
|
|
LLAP
5686
DELISTED
Terran Orbital Corporation
LLAP
| $106K | ﹤0.01% |
126,866
+1,242
| +1% | +$1.03K |
|
5687
Getty Images
GETY
$888M
| $105K | ﹤0.01% |
16,134
-4,226
| -21% | -$27.4K |
|
5688
Ramaco Resources Class B
METCB
$1.15B
| $105K | ﹤0.01% |
8,977
-5,559
| -38% | -$64.8K |
|
|
RDNW
5689
RideNow Group
RDNW
$166M
| $104K | ﹤0.01% |
17,024
-10,724
| -39% | -$65.7K |
|
|
AEVA
5690
Aeva Technologies
AEVA
$1.03B
| $104K | ﹤0.01% |
27,189
-3,754
| -12% | -$14.4K |
|
5691
Citizens Financial Services
CZFS
$301M
| $104K | ﹤0.01% |
2,212
-3,051
| -58% | -$143K |
|
|
THRX
5692
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
| $104K | ﹤0.01% |
38,570
-1,407
| -4% | -$3.79K |
|
5693
Evogene
EVGN
$10.2M
| $103K | ﹤0.01% |
17,582
+4,902
| +39% | +$28.7K |
|
|
BCOW
5694
DELISTED
1895 Bancorp of Wisconsin
BCOW
| $103K | ﹤0.01% |
14,612
-2,116
| -13% | -$14.9K |
|
5695
Comp X International
CIX
$301M
| $103K | ﹤0.01% |
5,531
-212
| -4% | -$3.94K |
|
|
SOHU
5696
Sohu.com
SOHU
$472M
| $103K | ﹤0.01% |
10,905
-172
| -2% | -$1.62K |
|
5697
First Trust United Kingdom AlphaDEX Fund
FKU
$72M
| $103K | ﹤0.01% |
3,155
-593
| -16% | -$19.3K |
|
5698
Innovator US Equity Ultra Buffer ETF September
USEP
$154M
| $102K | ﹤0.01% |
3,500
| – | – |
|
|
CNF
5699
CNFinance Holdings
CNF
$22M
| $102K | ﹤0.01% |
27,083
-200
| -0.7% | -$756 |
|
5700
Arq
ARQ
$308M
| $102K | ﹤0.01% |
57,271
+4,477
| +8% | +$7.97K |
|