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 | |
|---|---|---|---|---|---|---|
5976
Aqua Metals
AQMS
$5.04M
| $62.2K | ﹤0.01% |
249
-5
| -2% | -$1.25K |
|
5977
Momentus
MNTS
$14.1M
| $62K | ﹤0.01% |
114
+9
| +9% | +$4.9K |
|
5978
Pagaya Technologies
PGY
$3.19B
| $61.9K | ﹤0.01% |
4,159
+3,542
| +574% | +$52.7K |
|
5979
Northern Technologies International Corp
NTIC
$73.4M
| $61.8K | ﹤0.01% |
4,645
-923
| -17% | -$12.3K |
|
5980
FT Vest US Equity Buffer ETF July
FJUL
$1.05B
| $61.7K | ﹤0.01% |
1,800
| – | – |
|
5981
KORE Group Holdings
KORE
$37.3M
| $61.7K | ﹤0.01% |
9,800
+3,374
| +53% | +$21.3K |
|
5982
Corvus Pharmaceuticals
CRVS
$438M
| $61.7K | ﹤0.01% |
72,605
+33,288
| +85% | +$28.3K |
|
5983
ALPS O'Shares Europe Quality Dividend ETF
OEUR
$41M
| $61.5K | ﹤0.01% |
+2,602
| New | +$61.5K |
|
|
TCDA
5984
DELISTED
Tricida, Inc. Common Stock
TCDA
| $61.3K | ﹤0.01% |
400,926
+155,422
| +63% | +$23.8K |
|
|
CAMP
5985
DELISTED
CalAmp Corp.
CAMP
| $61.1K | ﹤0.01% |
593
-2,809
| -83% | -$289K |
|
5986
Regis Corp
RGS
$72.1M
| $60.9K | ﹤0.01% |
2,495
-75
| -3% | -$1.83K |
|
5987
TRX Gold Corp
TRX
$148M
| $60.7K | ﹤0.01% |
179,454
+29,575
| +20% | +$10K |
|
5988
Sonida Senior Living
SNDA
$506M
| $60.5K | ﹤0.01% |
4,839
-1,820
| -27% | -$22.8K |
|
5989
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$103M
| $60.5K | ﹤0.01% |
4,108
| – | – |
|
|
BLTE
5990
Belite Bio
BLTE
$2.19B
| $60.3K | ﹤0.01% |
2,000
-16,308
| -89% | -$492K |
|
5991
Mannatech
MTEX
$15.3M
| $60.2K | ﹤0.01% |
3,363
-703
| -17% | -$12.6K |
|
5992
Travelzoo
TZOO
$106M
| $60.1K | ﹤0.01% |
13,504
-5,988
| -31% | -$26.6K |
|
5993
BuzzFeed
BZFD
$69.6M
| $59.9K | ﹤0.01% |
21,719
+4,455
| +26% | +$12.3K |
|
5994
Focus Universal
FCUV
$20.6M
| $59.8K | ﹤0.01% |
1,400
-2,832
| -67% | -$121K |
|
5995
Innovator US Equity Power Buffer ETF June
PJUN
$766M
| $59.5K | ﹤0.01% |
2,000
| – | – |
|
5996
Marchex
MCHX
$86.1M
| $59.5K | ﹤0.01% |
37,157
-2,768
| -7% | -$4.43K |
|
|
AAU
5997
DELISTED
Almaden Minerals Ltd.
AAU
| $59.4K | ﹤0.01% |
243,065
-54,290
| -18% | -$13.3K |
|
5998
Alpha Tau Medical
DRTS
$327M
| $59.2K | ﹤0.01% |
18,603
+7,020
| +61% | +$22.3K |
|
5999
CFSB Bancorp
CFSB
$92.5M
| $59.1K | ﹤0.01% |
7,300
-1
| -0% | -$8 |
|
6000
GeneDx Holdings
WGS
$3.49B
| $58.9K | ﹤0.01% |
6,763
+4,205
| +164% | +$36.6K |
|