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 |
iShares Core S&P 500 ETF
IVV
|
+$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1B |
| 3 |
Airbnb
ABNB
|
+$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$895M |
| 5 |
Expedia Group
EXPE
|
+$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
Uber
UBER
|
+$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$867M |
| 4 |
Pinduoduo
PDD
|
+$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LGO
5751
Largo
LGO
$122M
| $90.6K | ﹤0.01% |
32,007
+23,040
| +257% | +$65.2K |
|
5752
Verastem
VSTM
$562M
| $90.6K | ﹤0.01% |
11,139
-11,071
| -50% | -$90K |
|
5753
Summit State Bank
SSBI
$81.1M
| $90.1K | ﹤0.01% |
5,616
-1,938
| -26% | -$31.1K |
|
5754
Main Sector Rotation ETF
SECT
$2.32B
| $90.1K | ﹤0.01% |
2,140
+1,291
| +152% | +$54.3K |
|
5755
National Bankshares
NKSH
$195M
| $89.9K | ﹤0.01% |
3,591
-2,346
| -40% | -$58.7K |
|
|
PCTI
5756
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $89.7K | ﹤0.01% |
21,562
-945
| -4% | -$3.93K |
|
5757
Medallion Financial
MFIN
$250M
| $89.4K | ﹤0.01% |
12,735
+147
| +1% | +$1.03K |
|
|
EVLO
5758
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
| $89.2K | ﹤0.01% |
22,765
+17,059
| +299% | +$66.9K |
|
5759
Innovator US Equity Power Buffer ETF July
PJUL
$1.17B
| $89.1K | ﹤0.01% |
2,644
-336
| -11% | -$11.3K |
|
|
MXE
5760
Mexico Equity and Income Fund
MXE
$52.1M
| $89.1K | ﹤0.01% |
9,478
-2,464
| -21% | -$23.2K |
|
|
SY
5761
So-Young International
SY
$393M
| $89K | ﹤0.01% |
85,129
+72,042
| +550% | +$75.3K |
|
|
IONR
5762
Ioneer
IONR
$216M
| $88.8K | ﹤0.01% |
15,000
+13,424
| +852% | +$79.5K |
|
|
ABFL
5763
Abacus FCF Leaders ETF
ABFL
$759M
| $88.6K | ﹤0.01% |
1,731
-249
| -13% | -$12.7K |
|
5764
Euroseas
ESEA
$456M
| $88.3K | ﹤0.01% |
4,072
+488
| +14% | +$10.6K |
|
5765
Innovator US Equity Power Buffer ETF February
PFEB
$842M
| $88.2K | ﹤0.01% |
2,895
| – | – |
|
5766
SKYX Platforms
SKYX
$147M
| $87.6K | ﹤0.01% |
61,704
+2,423
| +4% | +$3.44K |
|
|
CANF
5767
Can-Fite BioPharma
CANF
$10M
| $87.5K | ﹤0.01% |
33,007
-300
| -0.9% | -$795 |
|
5768
Amplify Lithium & Battery Technology ETF
BATT
$75.2M
| $87.1K | ﹤0.01% |
7,726
-431
| -5% | -$4.86K |
|
5769
Spire Global
SPIR
$355M
| $87.1K | ﹤0.01% |
17,812
-22,411
| -56% | -$110K |
|
|
URG
5770
Ur-Energy
URG
$624M
| $86.6K | ﹤0.01% |
56,240
-33,471
| -37% | -$51.5K |
|
5771
iShares ESG MSCI USA Leaders ETF
SUSL
$921M
| $86.4K | ﹤0.01% |
1,145
+1,114
| +3,594% | +$84K |
|
5772
Flanigan's Enterprises
BDL
$57.6M
| $86.2K | ﹤0.01% |
2,611
-60
| -2% | -$1.98K |
|
|
ML
5773
DELISTED
MoneyLion Inc.
ML
| $85.2K | ﹤0.01% |
3,939
-929
| -19% | -$20.1K |
|
5774
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$740M
| $85.2K | ﹤0.01% |
4,056
-15,012
| -79% | -$315K |
|
5775
Xoma
XOMA
$449M
| $84.6K | ﹤0.01% |
6,002
-14,498
| -71% | -$204K |
|