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 | |
|---|---|---|---|---|---|---|
|
WIMI
5851
WiMi Hologram Cloud
WIMI
$43.5M
| $83.1K | ﹤0.01% |
11,238
-1,424
| -11% | -$10.5K |
|
5852
Roundhill Ball Metaverse ETF
METV
$331M
| $83.1K | ﹤0.01% |
11,573
-7,302
| -39% | -$52.4K |
|
5853
Simplify US Equity PLUS Downside Convexity ETF
SPD
$95.8M
| $82.6K | ﹤0.01% |
3,407
| – | – |
|
|
PPTA
5854
Perpetua Resources
PPTA
$1.83B
| $82.6K | ﹤0.01% |
28,271
+15
| +0.1% | +$44 |
|
5855
PepGen
PEPG
$61.3M
| $82.5K | ﹤0.01% |
6,169
+4,863
| +372% | +$65K |
|
|
RDNW
5856
RideNow Group, Inc. Class B Common Stock
RDNW
$164M
| $82.5K | ﹤0.01% |
12,748
-2,081
| -14% | -$13.5K |
|
|
OCFT
5857
OneConnect Financial Technology
OCFT
$279M
| $82.4K | ﹤0.01% |
15,525
-573
| -4% | -$3.04K |
|
5858
Innovator US Equity Power Buffer ETF February
PFEB
$838M
| $82.2K | ﹤0.01% |
2,895
-719
| -20% | -$20.4K |
|
|
MTR
5859
Mesa Royalty Trust
MTR
$10.6M
| $82.2K | ﹤0.01% |
3,733
-6,744
| -64% | -$148K |
|
5860
Backblaze
BLZE
$538M
| $82.1K | ﹤0.01% |
13,354
+7,480
| +127% | +$46K |
|
5861
Global Indemnity Group
GBLI
$425M
| $82K | ﹤0.01% |
3,517
-10,645
| -75% | -$248K |
|
5862
ProShares UltraShort Gold
GLL
$67.7M
| $81.9K | ﹤0.01% |
+1,321
| New | +$81.9K |
|
5863
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$252M
| $81.6K | ﹤0.01% |
2,244
+1,424
| +174% | +$51.8K |
|
|
ASM
5864
Avino Silver & Gold Mines
ASM
$643M
| $80.3K | ﹤0.01% |
118,030
-5,120
| -4% | -$3.48K |
|
5865
Lulu's Fashion Lounge
LVLU
$13.2M
| $80.2K | ﹤0.01% |
2,130
+499
| +31% | +$18.8K |
|
5866
KALA BIO
KALA
$123M
| $79.9K | ﹤0.01% |
2,094
+28
| +1% | +$1.07K |
|
|
SIEN
5867
DELISTED
Sientra, Inc.
SIEN
| $79.4K | ﹤0.01% |
39,150
-300,187
| -88% | -$609K |
|
5868
Weyco Group
WEYS
$282M
| $79.2K | ﹤0.01% |
3,741
+528
| +16% | +$11.2K |
|
5869
Tyra Biosciences
TYRA
$648M
| $79.1K | ﹤0.01% |
10,403
-2,119
| -17% | -$16.1K |
|
5870
Castor Maritime
CTRM
$21.3M
| $78.9K | ﹤0.01% |
7,049
-90
| -1% | -$1.01K |
|
5871
Kaltura
KLTR
$260M
| $78.5K | ﹤0.01% |
45,666
+30,658
| +204% | +$52.7K |
|
|
WPRT
5872
Westport Fuel Systems
WPRT
$40.4M
| $78.4K | ﹤0.01% |
10,118
-16,820
| -62% | -$130K |
|
|
TUYA
5873
Tuya Inc
TUYA
$1.58B
| $78.3K | ﹤0.01% |
40,976
-229,297
| -85% | -$438K |
|
|
AC
5874
DELISTED
Associated Capital Group
AC
| $78.2K | ﹤0.01% |
1,862
+192
| +11% | +$8.06K |
|
|
HNW
5875
Pioneer Diversified High Income Fund
HNW
$107M
| $78K | ﹤0.01% |
7,734
-59
| -0.8% | -$595 |
|