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 | |
|---|---|---|---|---|---|---|
5676
SPDR S&P Kensho Clean Power ETF
CNRG
$172M
| $204K | ﹤0.01% |
3,427
-147
| -4% | -$8.74K |
|
5677
Phunware
PHUN
$59.1M
| $203K | ﹤0.01% |
64,020
+36,985
| +137% | +$117K |
|
|
RINC
5678
DELISTED
AXS Real Estate Income ETF
RINC
| $202K | ﹤0.01% |
9,671
+473
| +5% | +$9.87K |
|
5679
EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
$110M
| $202K | ﹤0.01% |
6,470
+736
| +13% | +$22.9K |
|
5680
Ostin Technology Group
OST
| $202K | ﹤0.01% |
+50,956
| New | +$202K |
|
|
DEFT
5681
Defi Technologies
DEFT
$835M
| $201K | ﹤0.01% |
+68,531
| New | +$201K |
|
5682
American Battery Technology Co
ABAT
$349M
| $200K | ﹤0.01% |
123,696
+71,918
| +139% | +$117K |
|
5683
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.31B
| $199K | ﹤0.01% |
24,373
+2,366
| +11% | +$19.3K |
|
5684
Euro Tech Holdings
CLWT
$10.2M
| $199K | ﹤0.01% |
177,547
-2,800
| -2% | -$3.14K |
|
5685
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1B
| $197K | ﹤0.01% |
2,652
-5,007
| -65% | -$372K |
|
|
ISOU
5686
IsoEnergy Ltd
ISOU
$536M
| $197K | ﹤0.01% |
+27,613
| New | +$197K |
|
5687
Innovator US Equity Power Buffer ETF March
PMAR
$672M
| $196K | ﹤0.01% |
4,644
-2,417
| -34% | -$102K |
|
|
IMMP
5688
Immutep
IMMP
$251M
| $196K | ﹤0.01% |
119,466
+105,190
| +737% | +$173K |
|
5689
Southland Holdings
SLND
$253M
| $196K | ﹤0.01% |
46,856
+33
| +0.1% | +$138 |
|
5690
T. Rowe Price International Equity ETF
TOUS
$858M
| $196K | ﹤0.01% |
+6,049
| New | +$196K |
|
5691
Franklin Responsibly Sourced Gold ETF
FGDL
$270M
| $196K | ﹤0.01% |
+4,447
| New | +$196K |
|
5692
Grayscale Bitcoin Trust
GBTC
$44.9B
| $195K | ﹤0.01% |
2,300
-154
| -6% | -$13.1K |
|
5693
Hurco Companies Inc
HURC
$114M
| $195K | ﹤0.01% |
10,295
+301
| +3% | +$5.69K |
|
5694
Inhibikase Therapeutics
IKT
$125M
| $194K | ﹤0.01% |
99,678
+78,032
| +360% | +$152K |
|
5695
Hanover Bancorp
HNVR
$168M
| $194K | ﹤0.01% |
8,479
+6,390
| +306% | +$146K |
|
|
CYBN
5696
Cybin
CYBN
$143M
| $191K | ﹤0.01% |
22,821
-23,705
| -51% | -$199K |
|
|
ICAD
5697
DELISTED
iCAD Inc
ICAD
| $191K | ﹤0.01% |
50,100
+9,995
| +25% | +$38.1K |
|
|
ECO
5698
Okeanis Eco Tankers
ECO
$954M
| $191K | ﹤0.01% |
8,781
-8,387
| -49% | -$182K |
|
5699
Caesarstone
CSTE
$54.9M
| $190K | ﹤0.01% |
96,519
-27,905
| -22% | -$55K |
|
5700
Inspire Small/Mid Cap Impact ETF
ISMD
$223M
| $190K | ﹤0.01% |
5,340
+4,816
| +919% | +$171K |
|