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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5751
Innovator Laddered Allocation Power Buffer ETF
BUFF
$779M
| $103K | ﹤0.01% |
3,000
| – | – |
|
|
CRESY
5752
Cresud
CRESY
$555M
| $103K | ﹤0.01% |
15,921
-20,049
| -56% | -$130K |
|
5753
Outlook Therapeutics
OTLK
$45.3M
| $103K | ﹤0.01% |
4,758
+1,631
| +52% | +$35.2K |
|
5754
Atossa Therapeutics
ATOS
$107M
| $102K | ﹤0.01% |
193,690
+9,885
| +5% | +$5.22K |
|
5755
ProShares Short High Yield
SJB
$68.4M
| $102K | ﹤0.01% |
5,373
-5,396
| -50% | -$103K |
|
5756
NeueHealth
NEUE
$61.1M
| $102K | ﹤0.01% |
1,961
-472
| -19% | -$24.5K |
|
5757
SGHC Ltd
SGHC
$6.51B
| $102K | ﹤0.01% |
33,976
+6,950
| +26% | +$20.9K |
|
5758
Riskified
RSKD
$718M
| $102K | ﹤0.01% |
21,986
-6,351
| -22% | -$29.3K |
|
5759
AquaBounty Technologies
AQB
$4.42M
| $101K | ﹤0.01% |
6,591
-5,368
| -45% | -$82K |
|
|
MXE
5760
Mexico Equity and Income Fund
MXE
$51.7M
| $101K | ﹤0.01% |
11,466
-970
| -8% | -$8.52K |
|
5761
OPAL Fuels
OPAL
$60.6M
| $100K | ﹤0.01% |
13,802
+12,176
| +749% | +$88.6K |
|
5762
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$51M
| $100K | ﹤0.01% |
4,944
-108
| -2% | -$2.19K |
|
|
MTLS
5763
Materialise
MTLS
$305M
| $100K | ﹤0.01% |
11,379
-3,836
| -25% | -$33.8K |
|
|
IMH
5764
DELISTED
Impac Mortgage Holdings Inc.
IMH
| $100K | ﹤0.01% |
586,744
-2,063
| -0.4% | -$352 |
|
5765
Airgain
AIRG
$50.9M
| $99.6K | ﹤0.01% |
15,293
-3,247
| -18% | -$21.1K |
|
|
FNCB
5766
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
| $99.3K | ﹤0.01% |
12,090
+3,157
| +35% | +$25.9K |
|
5767
KORU Medical Systems
KRMD
$183M
| $99.2K | ﹤0.01% |
27,796
+10,642
| +62% | +$38K |
|
5768
Gold Royalty Corp
GROY
$621M
| $99K | ﹤0.01% |
42,506
+9,917
| +30% | +$23.1K |
|
|
CLRG
5769
DELISTED
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
| $98.9K | ﹤0.01% |
3,151
+953
| +43% | +$29.9K |
|
|
IDW
5770
DELISTED
IDW Media Holdings
IDW
| $98.8K | ﹤0.01% |
105,064
+104,972
| +114,100% | +$98.7K |
|
|
YALA
5771
Yalla Group
YALA
$1.23B
| $98.5K | ﹤0.01% |
28,149
-1,039
| -4% | -$3.64K |
|
5772
Similarweb
SMWB
$827M
| $98.5K | ﹤0.01% |
15,318
+2,110
| +16% | +$13.6K |
|
|
RAIN
5773
DELISTED
Rain Oncology Inc. Common Stock
RAIN
| $98.3K | ﹤0.01% |
12,287
+1,300
| +12% | +$10.4K |
|
5774
Epsilon Energy
EPSN
$116M
| $98.3K | ﹤0.01% |
14,824
+2,883
| +24% | +$19.1K |
|
5775
VanEck Green Bond ETF
GRNB
$145M
| $97.3K | ﹤0.01% |
4,232
| – | – |
|