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 |
Altria Group
MO
|
+$451M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
+$270M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$245M |
| 4 |
Morgan Stanley Direct Lending Fund
MSDL
|
+$210M |
| 5 |
Infosys
INFY
|
+$123M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$52.9B |
| 2 |
Apple
AAPL
|
+$36.7B |
| 3 |
NVIDIA
NVDA
|
+$29.1B |
| 4 |
Amazon
AMZN
|
+$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
+$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5676
Offerpad Solutions
OPAD
$142M
| $147K | ﹤0.01% |
18,207
-15,173
| -45% | -$123K |
|
5677
Origin Agritech
SEED
$8.83M
| $147K | ﹤0.01% |
36,356
-34,556
| -49% | -$140K |
|
|
HEWG
5678
DELISTED
iShares Currency Hedged MSCI Germany ETF
HEWG
| $146K | ﹤0.01% |
4,125
-4,125
| -50% | -$146K |
|
5679
IHS Holding
IHS
$2.32B
| $146K | ﹤0.01% |
41,242
-49,932
| -55% | -$176K |
|
5680
Real Brokerage
REAX
$1.06B
| $145K | ﹤0.01% |
46,424
-16,522
| -26% | -$51.5K |
|
5681
US Vegan Climate ETF
VEGN
$128M
| $145K | ﹤0.01% |
3,088
-3,088
| -50% | -$145K |
|
|
FENG
5682
Phoenix New Media
FENG
$31.9M
| $144K | ﹤0.01% |
74,461
-83,059
| -53% | -$161K |
|
|
HYPD
5683
Hyperion DeFi, Inc. Common Stock
HYPD
$69.8M
| $144K | ﹤0.01% |
1,828
-732
| -29% | -$57.7K |
|
5684
Clene
CLNN
$61.9M
| $144K | ﹤0.01% |
16,932
-16,932
| -50% | -$144K |
|
|
ELEV
5685
DELISTED
Elevation Oncology
ELEV
| $144K | ﹤0.01% |
28,072
+21,218
| +310% | +$109K |
|
5686
Tempest Therapeutics
TPST
$42.5M
| $144K | ﹤0.01% |
2,830
-2,065
| -42% | -$105K |
|
5687
Gaia
GAIA
$149M
| $144K | ﹤0.01% |
46,661
-46,827
| -50% | -$144K |
|
5688
Cartesian Therapeutics
RNAC
$238M
| $144K | ﹤0.01% |
7,365
-11,627
| -61% | -$227K |
|
5689
CoreCard
CCRD
$208M
| $144K | ﹤0.01% |
12,993
-27,929
| -68% | -$309K |
|
5690
Lifetime Brands
LCUT
$87.5M
| $143K | ﹤0.01% |
13,670
+11,758
| +615% | +$123K |
|
5691
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$681M
| $143K | ﹤0.01% |
6,750
-7,894
| -54% | -$167K |
|
5692
Oxford Square Capital
OXSQ
$162M
| $143K | ﹤0.01% |
45,158
-47,620
| -51% | -$151K |
|
|
OPOF
5693
DELISTED
Old Point Financial
OPOF
| $143K | ﹤0.01% |
8,062
-8,258
| -51% | -$147K |
|
5694
Outlook Therapeutics
OTLK
$45.3M
| $143K | ﹤0.01% |
11,973
-38,474
| -76% | -$459K |
|
5695
Swvl Holdings
SWVL
$35.7M
| $143K | ﹤0.01% |
12,026
+560
| +5% | +$6.64K |
|
5696
Aptus Collared Investment Opportunity ETF
ACIO
$2.12B
| $142K | ﹤0.01% |
3,943
+3,927
| +24,544% | +$141K |
|
5697
Rallybio
RLYB
$23.8M
| $141K | ﹤0.01% |
76,382
-121,856
| -61% | -$225K |
|
5698
Renaissance IPO ETF
IPO
$192M
| $141K | ﹤0.01% |
3,393
-3,393
| -50% | -$141K |
|
5699
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$24.8M
| $141K | ﹤0.01% |
5,091
-9,919
| -66% | -$274K |
|
5700
Innovator US Equity Buffer ETF January
BJAN
$292M
| $140K | ﹤0.01% |
3,225
-3,225
| -50% | -$140K |
|