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 | |
|---|---|---|---|---|---|---|
5776
Nathan's Famous
NATH
$442M
| $183K | ﹤0.01% |
3,392
-2,192
| -39% | -$118K |
|
5777
ProQR Therapeutics
PRQR
$209M
| $183K | ﹤0.01% |
201,904
+165,283
| +451% | +$150K |
|
5778
Direxion Daily FTSE China Bear 3X Shares
YANG
$160M
| $183K | ﹤0.01% |
560
+229
| +69% | +$74.8K |
|
5779
Celcuity
CELC
$2.34B
| $182K | ﹤0.01% |
19,361
+6,395
| +49% | +$60.1K |
|
5780
ProShares UltraShort Bloomberg Natural Gas
KOLD
$176M
| $182K | ﹤0.01% |
5,635
-4,112
| -42% | -$133K |
|
|
AGTI
5781
DELISTED
Agiliti, Inc.
AGTI
| $181K | ﹤0.01% |
8,618
-6,742
| -44% | -$142K |
|
|
EWGS
5782
DELISTED
iShares MSCI Germany Small-Cap ETF
EWGS
| $181K | ﹤0.01% |
2,523
-564
| -18% | -$40.5K |
|
|
RKLY
5783
DELISTED
Rockley Photonics Holdings Limited
RKLY
| $181K | ﹤0.01% |
44,711
-55,641
| -55% | -$225K |
|
|
REV
5784
DELISTED
Revlon, Inc.
REV
| $181K | ﹤0.01% |
22,348
-9,013
| -29% | -$73K |
|
5785
NVE Corp
NVEC
$327M
| $180K | ﹤0.01% |
3,310
+236
| +8% | +$12.8K |
|
5786
Fathom Holdings
FTHM
$79.7M
| $178K | ﹤0.01% |
16,716
-16,689
| -50% | -$178K |
|
|
GF
5787
New Germany Fund
GF
$188M
| $177K | ﹤0.01% |
15,498
+6,135
| +66% | +$70.1K |
|
5788
Bridgewater Bancshares
BWB
$460M
| $176K | ﹤0.01% |
10,574
-3,319
| -24% | -$55.2K |
|
5789
MarketWise
MKTW
$49.2M
| $176K | ﹤0.01% |
1,867
+16
| +0.9% | +$1.51K |
|
5790
AgEagle Aerial Systems
UAVS
$57.5M
| $176K | ﹤0.01% |
148
-1,538
| -91% | -$1.83M |
|
5791
Anfield US Equity Sector Rotation ETF
AESR
$156M
| $175K | ﹤0.01% |
12,988
| – | – |
|
5792
Roundhill Sports Betting & iGaming ETF
BETZ
$83.3M
| $175K | ﹤0.01% |
8,755
+5,094
| +139% | +$102K |
|
5793
Momentus
MNTS
$14M
| $175K | ﹤0.01% |
78
+40
| +105% | +$89.7K |
|
|
HLTH
5794
DELISTED
Cue Health Inc. Common Stock
HLTH
| $174K | ﹤0.01% |
26,827
+6,338
| +31% | +$41.1K |
|
|
VRPX
5795
DELISTED
Virpax Pharmaceuticals, Inc. Common Stock
VRPX
| $174K | ﹤0.01% |
314
+294
| +1,470% | +$163K |
|
5796
Orange County Bancorp
OBT
$347M
| $173K | ﹤0.01% |
8,638
-1,566
| -15% | -$31.4K |
|
5797
SOPHiA GENETICS
SOPH
$214M
| $173K | ﹤0.01% |
22,328
+4,534
| +25% | +$35.1K |
|
5798
Bioceres Crop Solutions
BIOX
$118M
| $172K | ﹤0.01% |
12,619
+2,500
| +25% | +$34.1K |
|
5799
Global X Genomics & Biotechnology ETF
GNOM
$45.6M
| $172K | ﹤0.01% |
2,862
-81
| -3% | -$4.87K |
|
|
SACH
5800
Sachem Capital Corp
SACH
$59.7M
| $172K | ﹤0.01% |
33,602
+13,493
| +67% | +$69.1K |
|