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 | |
|---|---|---|---|---|---|---|
5826
EuroDry
EDRY
$35.3M
| $87.3K | ﹤0.01% |
5,081
-685
| -12% | -$11.8K |
|
5827
United Bancorp
UBCP
$82.3M
| $87.3K | ﹤0.01% |
5,928
+3
| +0.1% | +$44 |
|
5828
DiaMedica Therapeutics
DMAC
$355M
| $87.2K | ﹤0.01% |
55,201
+2,194
| +4% | +$3.47K |
|
|
FFNW
5829
DELISTED
First Financial Northwest, Inc
FFNW
| $87.2K | ﹤0.01% |
5,819
-2,512
| -30% | -$37.6K |
|
5830
Cocrystal Pharma
COCP
$12.5M
| $87.2K | ﹤0.01% |
44,694
+3
| +0% | +$6 |
|
|
STIX
5831
DELISTED
Semantix, Inc. Class A Ordinary Shares
STIX
| $87.1K | ﹤0.01% |
98,935
+64,835
| +190% | +$57.1K |
|
5832
Korro Bio
KRRO
$285M
| $87K | ﹤0.01% |
452
-148
| -25% | -$28.5K |
|
5833
Inspire 100 ETF
BIBL
$327M
| $86.8K | ﹤0.01% |
2,900
-600
| -17% | -$18K |
|
5834
Columbia Research Enhanced Value ETF
REVS
$83.3M
| $86.5K | ﹤0.01% |
4,422
| – | – |
|
5835
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.87B
| $86.5K | ﹤0.01% |
13,833
+11,903
| +617% | +$74.4K |
|
|
ICAD
5836
DELISTED
iCAD Inc
ICAD
| $86.4K | ﹤0.01% |
47,191
-104,230
| -69% | -$191K |
|
|
SBDS
5837
Solo Brands, Inc.
SBDS
$30M
| $86.2K | ﹤0.01% |
23,179
-25,882
| -53% | -$96.3K |
|
5838
Tiziana Life Sciences
TLSA
$194M
| $85.9K | ﹤0.01% |
143,559
-38,441
| -21% | -$23K |
|
5839
EyePoint Pharmaceuticals
EYPT
$940M
| $85.7K | ﹤0.01% |
24,485
+14,442
| +144% | +$50.5K |
|
5840
American Coastal Insurance
ACIC
$543M
| $85K | ﹤0.01% |
80,221
+23,520
| +41% | +$24.9K |
|
5841
Cambria Global Momentum ETF
GMOM
$116M
| $85K | ﹤0.01% |
3,000
| – | – |
|
5842
Runway Growth Finance
RWAY
$373M
| $84.9K | ﹤0.01% |
7,324
-5,959
| -45% | -$69.1K |
|
|
GF
5843
New Germany Fund
GF
$187M
| $84.9K | ﹤0.01% |
10,755
-1,666
| -13% | -$13.1K |
|
5844
Aterian
ATER
$9.73M
| $84.8K | ﹤0.01% |
9,170
-4,828
| -34% | -$44.6K |
|
|
JO
5845
DELISTED
iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN
JO
| $84.7K | ﹤0.01% |
1,770
| – | – |
|
5846
Aware
AWRE
$57.8M
| $84.6K | ﹤0.01% |
49,451
+15,999
| +48% | +$27.4K |
|
5847
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.45B
| $83.9K | ﹤0.01% |
+2,882
| New | +$83.9K |
|
5848
Tonix Pharmaceuticals
TNXP
$243M
| $83.8K | ﹤0.01% |
11
-36
| -77% | -$274K |
|
|
YSG
5849
Yatsen Holding
YSG
$937M
| $83.4K | ﹤0.01% |
11,429
+903
| +9% | +$6.59K |
|
5850
a.k.a. Brands
AKA
$111M
| $83.4K | ﹤0.01% |
5,472
-3,849
| -41% | -$58.7K |
|