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 | |
|---|---|---|---|---|---|---|
|
CHGX
5901
DELISTED
AXS Change Finance ESG ETF
CHGX
| $133K | ﹤0.01% |
4,002
+2,002
| +100% | +$66.5K |
|
5902
Fidelity Enhanced Small Cap ETF
FESM
$2.4B
| $132K | ﹤0.01% |
+4,672
| New | +$132K |
|
5903
Nexa Resources
NEXA
$661M
| $131K | ﹤0.01% |
18,396
+4,818
| +35% | +$34.4K |
|
5904
Flanigan's Enterprises
BDL
$57.6M
| $131K | ﹤0.01% |
5,102
+2,491
| +95% | +$64.1K |
|
5905
LiqTech
LIQT
$23.8M
| $130K | ﹤0.01% |
38,250
+18,825
| +97% | +$64.2K |
|
5906
Direxion Daily Technology Bear 3x Shares
TECS
$45.3M
| $130K | ﹤0.01% |
1,316
-404
| -23% | -$40K |
|
5907
Copel
ELPC
$6.71B
| $130K | ﹤0.01% |
+16,514
| New | +$130K |
|
5908
Sagimet Biosciences
SGMT
$225M
| $129K | ﹤0.01% |
23,828
+6,364
| +36% | +$34.5K |
|
|
NM.PRH
5909
DELISTED
NAVIOS MARITIME HOLDNGS INC. 8.625% SER H
NM.PRH
| $129K | ﹤0.01% |
8,890
+4,445
| +100% | +$64.5K |
|
5910
Inspire Global Hope ETF
BLES
$123M
| $128K | ﹤0.01% |
3,600
+1,073
| +42% | +$38.3K |
|
|
UCAR
5911
U Power Ltd
UCAR
$9.99M
| $128K | ﹤0.01% |
+6,998
| New | +$128K |
|
5912
ProShares Ultra Technology
ROM
$885M
| $128K | ﹤0.01% |
2,414
+2,338
| +3,076% | +$124K |
|
5913
Yatra Online
YTRA
$92.9M
| $128K | ﹤0.01% |
78,530
+42,545
| +118% | +$69.3K |
|
5914
Myomo
MYO
$32.9M
| $127K | ﹤0.01% |
25,426
+15,403
| +154% | +$77.2K |
|
|
DOMA
5915
DELISTED
Doma Holdings, Inc.
DOMA
| $127K | ﹤0.01% |
27,466
+12,230
| +80% | +$56.6K |
|
5916
Innovator US Equity Buffer ETF August
BAUG
$218M
| $126K | ﹤0.01% |
3,500
+1,750
| +100% | +$63K |
|
|
IONR
5917
Ioneer
IONR
$213M
| $126K | ﹤0.01% |
31,370
+16,370
| +109% | +$65.6K |
|
5918
Inspire 100 ETF
BIBL
$332M
| $126K | ﹤0.01% |
3,602
+1,277
| +55% | +$44.6K |
|
5919
FT Vest US Equity Buffer ETF May
FMAY
$1.05B
| $125K | ﹤0.01% |
3,024
+264
| +10% | +$10.9K |
|
5920
Atlas Lithium Corp
ATLX
$98M
| $125K | ﹤0.01% |
4,000
-771
| -16% | -$24.1K |
|
5921
Southland Holdings
SLND
$255M
| $125K | ﹤0.01% |
24,240
+22,114
| +1,040% | +$114K |
|
5922
Acurx Pharmaceuticals
ACXP
$6.43M
| $124K | ﹤0.01% |
1,620
+870
| +116% | +$66.6K |
|
5923
Eastern Company
EML
$154M
| $123K | ﹤0.01% |
5,578
+2,582
| +86% | +$56.8K |
|
5924
Innovator US Equity Power Buffer ETF April
PAPR
$825M
| $122K | ﹤0.01% |
3,746
+1,873
| +100% | +$61.2K |
|
|
FMY
5925
First Trust Mortgage Income Fund
FMY
$51.5M
| $122K | ﹤0.01% |
10,058
+5,101
| +103% | +$61.8K |
|