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 | |
|---|---|---|---|---|---|---|
5726
1stdibs.com
DIBS
$103M
| $233K | ﹤0.01% |
49,774
+36,033
| +262% | +$169K |
|
|
PHX
5727
DELISTED
PHX Minerals
PHX
| $232K | ﹤0.01% |
72,096
+46,577
| +183% | +$150K |
|
5728
Safety Shot
SHOT
$67.7M
| $232K | ﹤0.01% |
66,014
+56,013
| +560% | +$197K |
|
5729
Forafric Global
AFRI
$245M
| $230K | ﹤0.01% |
21,742
+17,252
| +384% | +$183K |
|
|
EGF
5730
DELISTED
Blackrock Enhanced Government Fund, Inc.
EGF
| $229K | ﹤0.01% |
23,560
+12,016
| +104% | +$117K |
|
|
STIX
5731
DELISTED
Semantix, Inc. Class A Ordinary Shares
STIX
| $229K | ﹤0.01% |
337,052
+197,473
| +141% | +$134K |
|
5732
Schwab International Dividend Equity ETF
SCHY
$1.31B
| $227K | ﹤0.01% |
9,228
+4,615
| +100% | +$114K |
|
5733
RPAR Risk Parity ETF
RPAR
$536M
| $226K | ﹤0.01% |
11,838
-8,221
| -41% | -$157K |
|
|
ASM
5734
Avino Silver & Gold Mines
ASM
$692M
| $224K | ﹤0.01% |
428,314
+252,383
| +143% | +$132K |
|
5735
Immix Biopharma
IMMX
$69.6M
| $224K | ﹤0.01% |
32,336
+31,936
| +7,984% | +$221K |
|
5736
iShares MSCI Finland ETF
EFNL
$29.9M
| $223K | ﹤0.01% |
6,238
+2,968
| +91% | +$106K |
|
5737
TMC The Metals Company
TMC
$2.43B
| $221K | ﹤0.01% |
201,156
+87,647
| +77% | +$96.4K |
|
|
URG
5738
Ur-Energy
URG
$609M
| $221K | ﹤0.01% |
143,662
+87,422
| +155% | +$135K |
|
|
EARN
5739
Ellington Residential Mortgage REIT
EARN
$214M
| $221K | ﹤0.01% |
36,052
+18,021
| +100% | +$110K |
|
5740
FinWise Bancorp
FINW
$295M
| $221K | ﹤0.01% |
+15,440
| New | +$221K |
|
5741
Breakwave Tanker Shipping ETF
BWET
$1.84M
| $221K | ﹤0.01% |
13,680
+11,532
| +537% | +$186K |
|
|
RDNW
5742
RideNow Group
RDNW
$169M
| $220K | ﹤0.01% |
27,070
+10,046
| +59% | +$81.8K |
|
5743
Pacer Trendpilot International ETF
PTIN
$167M
| $220K | ﹤0.01% |
7,976
+6,632
| +493% | +$183K |
|
5744
Vicarious Surgical
RBOT
$35.7M
| $220K | ﹤0.01% |
19,970
+17,890
| +860% | +$197K |
|
5745
Innovator US Equity Ultra Buffer ETF September
USEP
$154M
| $219K | ﹤0.01% |
7,000
+3,500
| +100% | +$110K |
|
|
DHY
5746
Credit Suisse High Yield Credit Fund
DHY
$220M
| $219K | ﹤0.01% |
110,690
+4,832
| +5% | +$9.57K |
|
5747
SunCar Technology Group
SDA
$269M
| $219K | ﹤0.01% |
26,558
+25,303
| +2,016% | +$209K |
|
5748
Richmond Mutual Bancorp
RMBI
$144M
| $219K | ﹤0.01% |
19,024
+9,372
| +97% | +$108K |
|
5749
Transcontinental Realty Investors
TCI
$404M
| $216K | ﹤0.01% |
6,264
+4,368
| +230% | +$151K |
|
|
CPAC
5750
Cementos Pacasmayo
CPAC
$626M
| $216K | ﹤0.01% |
42,062
+23,666
| +129% | +$122K |
|