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 | |
|---|---|---|---|---|---|---|
6051
First Savings Financial Group
FSFG
$190M
| $82.4K | ﹤0.01% |
4,902
+1,271
| +35% | +$21.4K |
|
|
BRAG
6052
Bragg Gaming Group
BRAG
$70.5M
| $81.9K | ﹤0.01% |
16,226
+1,326
| +9% | +$6.7K |
|
6053
Cognition Therapeutics
CGTX
$126M
| $80.9K | ﹤0.01% |
43,738
+21,869
| +100% | +$40.5K |
|
6054
Genius Group
GNS
$83.3M
| $80.6K | ﹤0.01% |
12,162
+6,081
| +100% | +$40.3K |
|
|
XTLB
6055
XTL Biopharmaceuticals
XTLB
$10.6M
| $80.3K | ﹤0.01% |
79,542
+38,971
| +96% | +$39.4K |
|
6056
Direxion Daily TSLA Bear 1X Shares
TSLS
$60M
| $80K | ﹤0.01% |
4,252
-1,176
| -22% | -$22.1K |
|
|
TSBX
6057
DELISTED
Turnstone Biologics
TSBX
| $79.9K | ﹤0.01% |
31,388
+28,491
| +983% | +$72.5K |
|
|
OCEA
6058
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
| $79.6K | ﹤0.01% |
120,584
+63,224
| +110% | +$41.7K |
|
6059
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
| $79.5K | ﹤0.01% |
1,710
+445
| +35% | +$20.7K |
|
6060
Geospace Technologies
GEOS
$263M
| $79K | ﹤0.01% |
6,094
+4,542
| +293% | +$58.9K |
|
6061
LAVA Therapeutics
LVTX
$41M
| $78.4K | ﹤0.01% |
49,600
+39,300
| +382% | +$62.1K |
|
|
CBD
6062
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $78.2K | ﹤0.01% |
97,764
+89,667
| +1,107% | +$71.7K |
|
|
ZOM
6063
DELISTED
Zomedica Corp.
ZOM
| $78K | ﹤0.01% |
389,556
+184,778
| +90% | +$37K |
|
6064
Bel Fuse Inc Class A
BELFA
$1.55B
| $78K | ﹤0.01% |
1,206
+604
| +100% | +$39K |
|
6065
iShares MSCI Qatar ETF
QAT
$74.8M
| $77.5K | ﹤0.01% |
4,274
+2,663
| +165% | +$48.3K |
|
6066
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$171M
| $77.4K | ﹤0.01% |
2,642
+2,039
| +338% | +$59.8K |
|
6067
Minerva Neurosciences
NERV
$14.5M
| $77.3K | ﹤0.01% |
12,572
-1,033
| -8% | -$6.35K |
|
6068
Instil Bio
TIL
$131M
| $77.1K | ﹤0.01% |
10,114
+8,440
| +504% | +$64.3K |
|
6069
LINKBANCORP
LNKB
$275M
| $76.9K | ﹤0.01% |
+9,654
| New | +$76.9K |
|
|
MFV
6070
DELISTED
MFS SPECIAL VALUE TRUST
MFV
| $76.4K | ﹤0.01% |
18,666
+9,334
| +100% | +$38.2K |
|
|
COLO
6071
Global X MSCI Colombia ETF
COLO
$105M
| $76.2K | ﹤0.01% |
3,298
+1,922
| +140% | +$44.4K |
|
6072
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$87.4M
| $75.4K | ﹤0.01% |
1,180
+591
| +100% | +$37.8K |
|
6073
Galmed Pharmaceuticals
GLMD
$8.05M
| $75K | ﹤0.01% |
13,745
+12,076
| +724% | +$65.9K |
|
6074
Inseego
INSG
$202M
| $75K | ﹤0.01% |
34,101
+17,392
| +104% | +$38.2K |
|
6075
reAlpha
AIRE
$84.1M
| $74.9K | ﹤0.01% |
+37,626
| New | +$74.9K |
|