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 | |
|---|---|---|---|---|---|---|
5776
Stereotaxis
STXS
$270M
| $204K | ﹤0.01% |
116,324
+92,373
| +386% | +$162K |
|
|
CANF
5777
Can-Fite BioPharma
CANF
$9.83M
| $204K | ﹤0.01% |
92,530
+59,523
| +180% | +$131K |
|
5778
Urban One Class D
UONEK
$35.1M
| $203K | ﹤0.01% |
57,486
+38,279
| +199% | +$135K |
|
5779
Atossa Therapeutics
ATOS
$109M
| $202K | ﹤0.01% |
229,612
+79,855
| +53% | +$70.3K |
|
|
TBLU
5780
Tortoise Global Water Fund
TBLU
$55.7M
| $201K | ﹤0.01% |
4,596
+2,883
| +168% | +$126K |
|
5781
VistaGen Therapeutics
VTGN
$97.9M
| $201K | ﹤0.01% |
39,148
+36,588
| +1,429% | +$188K |
|
5782
Innovator Growth-100 Power Buffer ETF July
NJUL
$265M
| $201K | ﹤0.01% |
3,650
+1,825
| +100% | +$101K |
|
5783
Clene
CLNN
$64.1M
| $201K | ﹤0.01% |
33,864
+16,832
| +99% | +$99.8K |
|
5784
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.48B
| $200K | ﹤0.01% |
3,426
+1,170
| +52% | +$68.4K |
|
5785
Innovator US Equity Power Buffer ETF August
PAUG
$1B
| $200K | ﹤0.01% |
6,000
+2,835
| +90% | +$94.6K |
|
5786
Research Frontiers
REFR
$47.1M
| $200K | ﹤0.01% |
198,214
+180,329
| +1,008% | +$182K |
|
|
CANG
5787
Cango
CANG
$778M
| $199K | ﹤0.01% |
195,124
+170,835
| +703% | +$174K |
|
5788
FT Vest US Equity Buffer ETF August
FAUG
$1B
| $198K | ﹤0.01% |
4,870
-1,004
| -17% | -$40.8K |
|
5789
ProShares Ultra Russell2000
UWM
$403M
| $197K | ﹤0.01% |
5,174
-1,472
| -22% | -$56K |
|
5790
Direxion Daily 7-10 Year Treasury Bull 3X Shares
TYD
$52.1M
| $196K | ﹤0.01% |
7,002
+6,002
| +600% | +$168K |
|
5791
Beam Global
BEEM
$51.7M
| $195K | ﹤0.01% |
27,562
+5,413
| +24% | +$38.4K |
|
|
SEEL
5792
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
| $195K | ﹤0.01% |
1,096
+966
| +743% | +$172K |
|
5793
Invesco DB Energy Fund
DBE
$48.9M
| $195K | ﹤0.01% |
10,152
+4,836
| +91% | +$92.8K |
|
5794
VolitionRX
VNRX
$69M
| $195K | ﹤0.01% |
271,458
+61,133
| +29% | +$43.8K |
|
|
MIXT
5795
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $195K | ﹤0.01% |
22,602
+11,302
| +100% | +$97.3K |
|
5796
Strive US Energy ETF
DRLL
$259M
| $192K | ﹤0.01% |
6,846
+3,825
| +127% | +$107K |
|
5797
Lakeland Industries
LAKE
$141M
| $192K | ﹤0.01% |
10,330
+5,112
| +98% | +$94.8K |
|
5798
Innovator US Equity Power Buffer ETF July
PJUL
$1.17B
| $191K | ﹤0.01% |
5,288
+2,644
| +100% | +$95.7K |
|
|
QIWI
5799
DELISTED
QIWI PLC
QIWI
| $190K | ﹤0.01% |
33,576
+15,675
| +88% | +$88.9K |
|
|
CEE
5800
Central and Eastern Europe Fund
CEE
$99.7M
| $189K | ﹤0.01% |
19,406
+8,153
| +72% | +$79.5K |
|