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 | |
|---|---|---|---|---|---|---|
|
SIFY
5826
Sify Technologies
SIFY
$878M
| $175K | ﹤0.01% |
15,647
+8,760
| +127% | +$98K |
|
5827
CXApp
CXAI
$17.7M
| $174K | ﹤0.01% |
134,970
+125,078
| +1,264% | +$161K |
|
5828
Overlay Shares Large Cap Equity ETF
OVL
$176M
| $174K | ﹤0.01% |
4,612
+2,198
| +91% | +$82.8K |
|
5829
iShares ESG Advanced MSCI EAFE ETF
DMXF
$839M
| $173K | ﹤0.01% |
2,702
+1,278
| +90% | +$81.7K |
|
5830
IF Bancorp
IROQ
$84M
| $172K | ﹤0.01% |
10,742
+5,329
| +98% | +$85.4K |
|
5831
Simplify MBS ETF
MTBA
$1.46B
| $172K | ﹤0.01% |
+3,330
| New | +$172K |
|
|
HEAL
5832
Global X Funds Global X HealthTech ETF
HEAL
$51.1M
| $172K | ﹤0.01% |
5,669
+808
| +17% | +$24.5K |
|
5833
VanEck Indonesia Index ETF
IDX
$37.6M
| $172K | ﹤0.01% |
10,074
+3,142
| +45% | +$53.6K |
|
5834
Innovator US Small Cap Power Buffer ETF January
KJAN
$287M
| $172K | ﹤0.01% |
5,000
+2,500
| +100% | +$85.8K |
|
5835
Hennessy Advisors
HNNA
$85.8M
| $170K | ﹤0.01% |
25,380
+14,252
| +128% | +$95.6K |
|
|
BCOW
5836
DELISTED
1895 Bancorp of Wisconsin
BCOW
| $170K | ﹤0.01% |
24,314
+9,702
| +66% | +$67.8K |
|
|
DCFC
5837
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
| $170K | ﹤0.01% |
3,861
+1,090
| +39% | +$48K |
|
|
ABFL
5838
Abacus FCF Leaders ETF
ABFL
$756M
| $170K | ﹤0.01% |
3,000
+1,269
| +73% | +$71.8K |
|
5839
Ceragon Networks
CRNT
$225M
| $169K | ﹤0.01% |
78,014
-126,381
| -62% | -$273K |
|
5840
GraniteShares 2x Short NVDA Daily ETF
NVD
$43.6M
| $169K | ﹤0.01% |
+354
| New | +$169K |
|
5841
Aware
AWRE
$56.9M
| $168K | ﹤0.01% |
101,002
+49,552
| +96% | +$82.3K |
|
|
AE
5842
DELISTED
Adams Resources & Energy Inc
AE
| $168K | ﹤0.01% |
6,400
+3,201
| +100% | +$83.8K |
|
5843
ARK Space Exploration & Innovation ETF
ARKX
$432M
| $167K | ﹤0.01% |
10,860
+2,398
| +28% | +$37K |
|
5844
MindMed
MNMD
$707M
| $167K | ﹤0.01% |
45,722
+10,120
| +28% | +$37K |
|
5845
Direxion Daily Dow Jones Internet Bull 3X Shares
WEBL
$167M
| $167K | ﹤0.01% |
11,036
+4,199
| +61% | +$63.7K |
|
5846
Ultralife
ULBI
$118M
| $166K | ﹤0.01% |
24,400
+16,645
| +215% | +$114K |
|
5847
Cambria Global Momentum ETF
GMOM
$117M
| $165K | ﹤0.01% |
6,002
+3,002
| +100% | +$82.5K |
|
5848
Auburn National Bancorp
AUBN
$91.6M
| $165K | ﹤0.01% |
7,752
+4,077
| +111% | +$86.8K |
|
|
BHIL
5849
DELISTED
Benson Hill, Inc.
BHIL
| $165K | ﹤0.01% |
27,113
+24,368
| +888% | +$148K |
|
5850
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$355M
| $165K | ﹤0.01% |
3,582
+1,704
| +91% | +$78.4K |
|