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
|
+$46.9B |
| 2 |
Apple
AAPL
|
+$44.1B |
| 3 |
Amazon
AMZN
|
+$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$20.5B |
| 5 |
NVIDIA
NVDA
|
+$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard
ATVI
|
+$1.03B |
| 2 |
Expedia Group
EXPE
|
+$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$329M |
| 4 |
VMW
VMware, Inc
VMW
|
+$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5701
Simplify Short Term Treasury Futures Strategy ETF
TUA
$639M
| $251K | ﹤0.01% |
10,858
+7,535
| +227% | +$174K |
|
5702
Direct Digital Holdings
DRCT
$8.56M
| $249K | ﹤0.01% |
16,732
+10,766
| +180% | +$160K |
|
5703
ProShares Ultra Dow30
DDM
$449M
| $247K | ﹤0.01% |
3,112
-3,219
| -51% | -$255K |
|
5704
Lifeway Foods
LWAY
$400M
| $246K | ﹤0.01% |
18,322
+17,428
| +1,949% | +$234K |
|
5705
CytomX Therapeutics
CTMX
$330M
| $245K | ﹤0.01% |
157,842
+94,182
| +148% | +$146K |
|
5706
VanEck Social Sentiment ETF
BUZZ
$110M
| $245K | ﹤0.01% |
13,086
+6,537
| +100% | +$122K |
|
|
OCCI
5707
OFS Credit Co
OCCI
$157M
| $244K | ﹤0.01% |
37,766
+20,257
| +116% | +$131K |
|
5708
Pioneer Power Solutions
PPSI
$49.5M
| $244K | ﹤0.01% |
35,932
+31,821
| +774% | +$216K |
|
5709
Precision BioSciences
DTIL
$57.3M
| $244K | ﹤0.01% |
22,277
+14,613
| +191% | +$160K |
|
5710
DallasNews
DALN
$85.1M
| $243K | ﹤0.01% |
57,076
+44,076
| +339% | +$187K |
|
|
ARC
5711
DELISTED
ARC Document Solutions, Inc.
ARC
| $242K | ﹤0.01% |
73,846
+70,845
| +2,361% | +$232K |
|
5712
Alpha Pro Tech
APT
$50.2M
| $241K | ﹤0.01% |
45,536
+33,863
| +290% | +$179K |
|
5713
Athira Pharma
ATHA
$15.3M
| $241K | ﹤0.01% |
99,126
+37,055
| +60% | +$90K |
|
5714
Innovator Laddered Allocation Power Buffer ETF
BUFF
$779M
| $240K | ﹤0.01% |
6,000
+3,000
| +100% | +$120K |
|
5715
Enlivex Therapeutics
ENLV
$24.8M
| $240K | ﹤0.01% |
88,920
+44,764
| +101% | +$121K |
|
5716
Touchstone Dynamic International ETF
TDI
$70M
| $239K | ﹤0.01% |
+8,926
| New | +$239K |
|
|
CMLS
5717
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $238K | ﹤0.01% |
44,826
+19,414
| +76% | +$103K |
|
|
GNFT
5718
Genfit
GNFT
$195M
| $237K | ﹤0.01% |
61,526
+27,162
| +79% | +$105K |
|
5719
ProShares Ultra Gold
UGL
$774M
| $237K | ﹤0.01% |
14,816
+7,560
| +104% | +$121K |
|
5720
CEL-SCI Corp
CVM
$60.1M
| $236K | ﹤0.01% |
2,893
+2,250
| +350% | +$184K |
|
5721
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$99.9M
| $236K | ﹤0.01% |
7,758
+6,183
| +393% | +$188K |
|
5722
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$54.2M
| $236K | ﹤0.01% |
9,652
+4,676
| +94% | +$114K |
|
5723
Nephros
NEPH
$45.9M
| $234K | ﹤0.01% |
67,548
+52,256
| +342% | +$181K |
|
5724
SPDR Russell 1000 Yield Focus ETF
ONEY
$873M
| $234K | ﹤0.01% |
2,320
+1,412
| +156% | +$142K |
|
5725
First Trust United Kingdom AlphaDEX Fund
FKU
$71.4M
| $233K | ﹤0.01% |
6,356
+3,201
| +101% | +$117K |
|