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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.85B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.78B |
| 3 |
Mercado Libre
MELI
|
+$1.73B |
| 4 |
TSMC
TSM
|
+$1.2B |
| 5 |
Amgen
AMGN
|
+$1.15B |
Top Sells
| 1 |
Mastercard
MA
|
+$2.6B |
| 2 |
Apple
AAPL
|
+$1.29B |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$1.25B |
| 4 |
Twilio
TWLO
|
+$1.22B |
| 5 |
EPAM Systems
EPAM
|
+$1.12B |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Healthcare | 9.76% |
| 3 | Financials | 9.05% |
| 4 | Consumer Discretionary | 8.4% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5726
Utah Medical Products
UTMD
$200M
| $201K | ﹤0.01% |
2,236
+160
| +8% | +$14.4K |
|
5727
Virtus Private Credit Strategy ETF
VPC
$53.7M
| $201K | ﹤0.01% |
+8,000
| New | +$201K |
|
|
TESS
5728
DELISTED
Tessco Technologies Inc
TESS
| $201K | ﹤0.01% |
33,353
-1,930
| -5% | -$11.6K |
|
5729
Betterware México
BWMX
$499M
| $200K | ﹤0.01% |
11,790
-7,335
| -38% | -$124K |
|
5730
Ebang International Holdings
EBON
$31.1M
| $200K | ﹤0.01% |
5,733
-3,368
| -37% | -$117K |
|
|
BBUC
5731
Brookfield Business Corp
BBUC
$2.4B
| $199K | ﹤0.01% |
+6,058
| New | +$199K |
|
5732
Iris Energy
IREN
$10.1B
| $199K | ﹤0.01% |
12,673
+10,673
| +534% | +$168K |
|
5733
NACCO Industries
NC
$304M
| $199K | ﹤0.01% |
5,068
-3,108
| -38% | -$122K |
|
|
MILE
5734
DELISTED
Metromile, Inc. Common Stock
MILE
| $199K | ﹤0.01% |
151,068
-645,586
| -81% | -$850K |
|
5735
CalciMedica
CALC
$39.8M
| $198K | ﹤0.01% |
11,517
-16,721
| -59% | -$287K |
|
5736
Advent Technologies
ADN
$7.72M
| $197K | ﹤0.01% |
2,839
+1,998
| +238% | +$139K |
|
|
BMTX
5737
DELISTED
BM Technologies, Inc.
BMTX
| $196K | ﹤0.01% |
22,946
-14,223
| -38% | -$121K |
|
5738
Great Elm Capital Corp
GECC
$144M
| $195K | ﹤0.01% |
13,283
+11,635
| +706% | +$171K |
|
|
MREO
5739
Mereo BioPharma
MREO
$280M
| $195K | ﹤0.01% |
173,824
-34,844
| -17% | -$39.1K |
|
5740
OneSpaWorld
OSW
$2.25B
| $195K | ﹤0.01% |
19,109
+2,786
| +17% | +$28.4K |
|
|
CNTA
5741
Centessa Pharmaceuticals
CNTA
$2.95B
| $194K | ﹤0.01% |
21,612
+7,527
| +53% | +$67.6K |
|
|
LRFC
5742
DELISTED
Logan Ridge Finance Corp
LRFC
| $194K | ﹤0.01% |
8,597
| – | – |
|
5743
Oxford Square Capital
OXSQ
$169M
| $194K | ﹤0.01% |
46,467
-4,255
| -8% | -$17.8K |
|
5744
Similarweb
SMWB
$848M
| $194K | ﹤0.01% |
14,997
+3,797
| +34% | +$49.1K |
|
5745
Stoneridge
SRI
$230M
| $194K | ﹤0.01% |
9,313
-24,725
| -73% | -$515K |
|
5746
VTEX
VTEX
$753M
| $194K | ﹤0.01% |
31,466
+3,135
| +11% | +$19.3K |
|
5747
Euroseas
ESEA
$446M
| $192K | ﹤0.01% |
8,140
+1,395
| +21% | +$32.9K |
|
5748
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
| $192K | ﹤0.01% |
5,758
+1,931
| +50% | +$64.4K |
|
|
APTX
5749
DELISTED
Aptinyx Inc. Common Stock
APTX
| $192K | ﹤0.01% |
84,534
-124,144
| -59% | -$282K |
|
5750
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$22.6M
| $191K | ﹤0.01% |
6,811
-706
| -9% | -$19.8K |
|