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 |
Invesco QQQ Trust
QQQ
|
+$1.51B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.02B |
| 3 |
Oracle
ORCL
|
+$895M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$854M |
| 5 |
S&P Global
SPGI
|
+$827M |
Top Sells
| 1 |
Intel
INTC
|
+$1.22B |
| 2 |
Constellation Brands
STZ
|
+$870M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$852M |
| 4 |
Carvana
CVNA
|
+$805M |
| 5 |
Bank of America
BAC
|
+$750M |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 12.02% |
| 3 | Consumer Discretionary | 8.72% |
| 4 | Healthcare | 8.7% |
| 5 | Communication Services | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5976
Zevia
ZVIA
$184M
| $73.7K | ﹤0.01% |
34,116
+23,954
| +236% | +$51.7K |
|
5977
loanDepot
LDI
$894M
| $73.4K | ﹤0.01% |
61,698
+17,627
| +40% | +$21K |
|
5978
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$398M
| $73.3K | ﹤0.01% |
1,706
+1,150
| +207% | +$49.4K |
|
5979
FinWise Bancorp
FINW
$261M
| $73K | ﹤0.01% |
4,168
+2,440
| +141% | +$42.7K |
|
5980
Innovator US Equity Power Buffer ETF April
PAPR
$825M
| $72.9K | ﹤0.01% |
2,043
| – | – |
|
5981
REE Automotive
REE
$20.5M
| $72.6K | ﹤0.01% |
27,293
+10,826
| +66% | +$28.8K |
|
5982
Brandes US Value ETF
BUSA
$249M
| $72.3K | ﹤0.01% |
2,204
| – | – |
|
|
AIFF
5983
Firefly Neuroscience, Inc. Common Stock
AIFF
$38.2M
| $72.2K | ﹤0.01% |
+18,365
| New | +$72.2K |
|
5984
SELLAS Life Sciences
SLS
$195M
| $71.8K | ﹤0.01% |
66,450
+50,672
| +321% | +$54.7K |
|
5985
Acrivon Therapeutics
ACRV
$47.8M
| $71.5K | ﹤0.01% |
35,221
+490
| +1% | +$995 |
|
5986
Mainz Biomed
MYNZ
$7.6M
| $71.3K | ﹤0.01% |
22,201
+22,197
| +554,925% | +$71.3K |
|
5987
Quince Therapeutics
QNCX
$85.9M
| $71.3K | ﹤0.01% |
53,574
-23,127
| -30% | -$30.8K |
|
|
PWRD
5988
TCW Transform Systems ETF
PWRD
$655M
| $71.2K | ﹤0.01% |
1,021
+601
| +143% | +$41.9K |
|
5989
Tevogen Bio Holdings
TVGN
$170M
| $71.2K | ﹤0.01% |
65,901
-13,131
| -17% | -$14.2K |
|
5990
Inspire 100 ETF
BIBL
$328M
| $70.8K | ﹤0.01% |
1,843
+1,342
| +268% | +$51.6K |
|
5991
Avantis Core Fixed Income ETF
AVIG
$1.23B
| $70.6K | ﹤0.01% |
1,706
+450
| +36% | +$18.6K |
|
5992
Atara Biotherapeutics
ATRA
$85.1M
| $70.3K | ﹤0.01% |
11,828
-16,523
| -58% | -$98.2K |
|
|
FOXX
5993
Foxx Development Holdings Inc. Common Stock
FOXX
$32.2M
| $69.8K | ﹤0.01% |
+14,572
| New | +$69.8K |
|
|
KNDI
5994
Kandi Technologies Group
KNDI
$112M
| $69.7K | ﹤0.01% |
49,064
-1,257
| -2% | -$1.79K |
|
5995
Vanguard US Multifactor ETF
VFMF
$382M
| $69.5K | ﹤0.01% |
550
+33
| +6% | +$4.17K |
|
5996
Global X Video Games & Esports ETF
HERO
$169M
| $68.8K | ﹤0.01% |
2,756
-1,838
| -40% | -$45.9K |
|
|
BDMD
5997
Baird Medical Investment Holdings Ltd Ordinary Share
BDMD
$90.7M
| $68.6K | ﹤0.01% |
+13,167
| New | +$68.6K |
|
5998
FT Vest US Equity Buffer ETF December
FDEC
$1.07B
| $68.5K | ﹤0.01% |
1,579
-137
| -8% | -$5.95K |
|
5999
Nuvectis Pharma
NVCT
$157M
| $68.2K | ﹤0.01% |
6,977
+4,658
| +201% | +$45.5K |
|
|
SY
6000
So-Young International
SY
$374M
| $68K | ﹤0.01% |
81,943
+29,104
| +55% | +$24.2K |
|