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
|
+$4.74B |
| 2 |
Mercado Libre
MELI
|
+$1.3B |
| 3 |
Grab
GRAB
|
+$1.14B |
| 4 |
DoorDash
DASH
|
+$1.02B |
| 5 |
Unity
U
|
+$988M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.99B |
| 2 |
Intuitive Surgical
ISRG
|
+$1.42B |
| 3 |
NVIDIA
NVDA
|
+$1.08B |
| 4 |
Microsoft
MSFT
|
+$767M |
| 5 |
DocuSign
DOCU
|
+$663M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5851
Lipocine
LPCN
$16M
| $224K | ﹤0.01% |
13,309
-11,469
| -46% | -$193K |
|
|
PLG
5852
Platinum Group Metals
PLG
$203M
| $224K | ﹤0.01% |
141,633
-1,227,494
| -90% | -$1.94M |
|
5853
Greenidge Generation Holdings
GREE
$25.9M
| $223K | ﹤0.01% |
1,394
+316
| +29% | +$50.6K |
|
|
TESS
5854
DELISTED
Tessco Technologies Inc
TESS
| $223K | ﹤0.01% |
35,283
-1,890
| -5% | -$11.9K |
|
|
SBDS
5855
Solo Brands, Inc.
SBDS
$31.7M
| $223K | ﹤0.01% |
+14,217
| New | +$223K |
|
5856
StealthGas
GASS
$265M
| $222K | ﹤0.01% |
105,352
+60,111
| +133% | +$127K |
|
5857
Loop Industries
LOOP
$87.3M
| $222K | ﹤0.01% |
18,080
+2,717
| +18% | +$33.4K |
|
|
SRRA
5858
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
| $222K | ﹤0.01% |
10,206
+10,173
| +30,827% | +$221K |
|
|
HBMD
5859
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
| $222K | ﹤0.01% |
10,226
-1,331
| -12% | -$28.9K |
|
5860
ProShares UltraShort Euro
EUO
$33M
| $221K | ﹤0.01% |
8,552
+2,083
| +32% | +$53.8K |
|
5861
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$82.5M
| $221K | ﹤0.01% |
7,301
+4,142
| +131% | +$125K |
|
5862
Nautilus Biotechnolgy
NAUT
$94.8M
| $221K | ﹤0.01% |
42,431
+11,675
| +38% | +$60.8K |
|
5863
Westwater Resources
WWR
$67.5M
| $221K | ﹤0.01% |
102,695
+55,266
| +117% | +$119K |
|
5864
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$78.9M
| $220K | ﹤0.01% |
8,560
+2,903
| +51% | +$74.6K |
|
|
SWZ
5865
Swiss Helvetia Fund
SWZ
$79.6M
| $219K | ﹤0.01% |
22,081
+882
| +4% | +$8.75K |
|
|
ATLN
5866
Atlantic International Corp. Common Stock
ATLN
$214M
| $218K | ﹤0.01% |
+2,921
| New | +$218K |
|
5867
BRF SA
BRFS
$6.67B
| $217K | ﹤0.01% |
53,005
-191,786
| -78% | -$785K |
|
5868
Teucrium Wheat Fund
WEAT
$120M
| $217K | ﹤0.01% |
29,419
-11,823
| -29% | -$87.2K |
|
5869
Sapiens International
SPNS
$2.41B
| $215K | ﹤0.01% |
6,213
-107,966
| -95% | -$3.74M |
|
5870
Sensei Biotherapeutics
SNSE
$10.9M
| $214K | ﹤0.01% |
1,842
+1,676
| +1,010% | +$195K |
|
5871
UroGen Pharma
URGN
$843M
| $214K | ﹤0.01% |
22,374
-21,329
| -49% | -$204K |
|
|
DRRX
5872
DELISTED
DURECT Corp
DRRX
| $213K | ﹤0.01% |
21,607
+7,489
| +53% | +$73.8K |
|
5873
Lincoln Educational Services
LINC
$671M
| $213K | ﹤0.01% |
28,613
-217,355
| -88% | -$1.62M |
|
5874
SharpLink Gaming
SBET
$3.33B
| $213K | ﹤0.01% |
670
+51
| +8% | +$16.2K |
|
|
ACCS
5875
ACCESS Newswire Inc.
ACCS
$41.5M
| $213K | ﹤0.01% |
7,246
| – | – |
|