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 | |
|---|---|---|---|---|---|---|
5976
Direxion Daily Healthcare Bull 3X Shares
CURE
$164M
| $104K | ﹤0.01% |
1,020
+867
| +567% | +$88.2K |
|
5977
Equus Total Return
EQS
$30.2M
| $103K | ﹤0.01% |
71,332
+34,207
| +92% | +$49.6K |
|
|
XYF
5978
X Financial
XYF
$602M
| $103K | ﹤0.01% |
28,200
+14,229
| +102% | +$52.1K |
|
5979
VanEck Brazil Small-Cap ETF
BRF
$21.9M
| $103K | ﹤0.01% |
5,864
+3,332
| +132% | +$58.6K |
|
|
GATO
5980
DELISTED
Gatos Silver, Inc.
GATO
| $103K | ﹤0.01% |
15,772
-8,374
| -35% | -$54.8K |
|
|
LMDX
5981
DELISTED
LumiraDx Limited Common Shares
LMDX
| $103K | ﹤0.01% |
1,637,552
+593,776
| +57% | +$37.3K |
|
5982
Intuitive Machines
LUNR
$1.19B
| $103K | ﹤0.01% |
40,202
+31,970
| +388% | +$81.7K |
|
5983
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$755M
| $102K | ﹤0.01% |
2,368
+1,184
| +100% | +$51.2K |
|
5984
Champions Oncology
CSBR
$93.1M
| $102K | ﹤0.01% |
18,200
+7,100
| +64% | +$39.9K |
|
5985
JPMorgan Municipal ETF
JMUB
$3.7B
| $102K | ﹤0.01% |
+2,000
| New | +$102K |
|
5986
Real Brokerage
REAX
$1.05B
| $101K | ﹤0.01% |
62,946
+31,222
| +98% | +$50K |
|
5987
ProShares Ultra NASDAQ Biotechnology
BIB
$56.9M
| $101K | ﹤0.01% |
1,764
+1,347
| +323% | +$76.8K |
|
5988
Avantis Emerging Markets Value ETF
AVES
$808M
| $100K | ﹤0.01% |
+2,182
| New | +$100K |
|
5989
Rockwell Medical
RMTI
$45.1M
| $100K | ﹤0.01% |
52,926
+18,967
| +56% | +$35.8K |
|
|
MGIC
5990
Magic Software Enterprises
MGIC
$972M
| $100K | ﹤0.01% |
10,316
+7,217
| +233% | +$69.9K |
|
|
ONCT
5991
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
| $99.7K | ﹤0.01% |
9,298
+4,399
| +90% | +$47.2K |
|
|
VIRX
5992
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
| $99.6K | ﹤0.01% |
174,682
+114,456
| +190% | +$65.2K |
|
|
PTN
5993
DELISTED
Palatin Technologies
PTN
| $99.5K | ﹤0.01% |
25,000
+12,500
| +100% | +$49.8K |
|
|
NFGC
5994
New Found Gold
NFGC
$525M
| $99.2K | ﹤0.01% |
28,350
+6,387
| +29% | +$22.4K |
|
5995
Aqua Metals
AQMS
$5.69M
| $99.2K | ﹤0.01% |
653
+281
| +76% | +$42.7K |
|
5996
InfraCap REIT Preferred ETF
PFFR
$106M
| $99K | ﹤0.01% |
5,306
+2,654
| +100% | +$49.5K |
|
5997
Loop Industries
LOOP
$82.6M
| $98.8K | ﹤0.01% |
26,142
+12,271
| +88% | +$46.4K |
|
5998
Diana Shipping Inc Warrants exp 2026
DSX.WS
$13.8M
| $98.8K | ﹤0.01% |
+352,748
| New | +$98.8K |
|
|
DEC
5999
Diversified Energy
DEC
$1.08B
| $98.8K | ﹤0.01% |
+6,584
| New | +$98.8K |
|
6000
The Oncology Institute
TOI
$320M
| $97.9K | ﹤0.01% |
47,968
+42,506
| +778% | +$86.7K |
|