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 | |
|---|---|---|---|---|---|---|
6151
Smart Sand
SND
$86.2M
| $59.4K | ﹤0.01% |
30,770
+15,339
| +99% | +$29.6K |
|
6152
Franklin FTSE Japan Hedged ETF
FLJH
$98.8M
| $59.4K | ﹤0.01% |
2,266
+1,868
| +469% | +$48.9K |
|
6153
ProShares UltraShort Euro
EUO
$33.3M
| $59.3K | ﹤0.01% |
2,036
+859
| +73% | +$25K |
|
6154
Janus Henderson Small Cap Growth Alpha ETF
JSML
$231M
| $59.2K | ﹤0.01% |
1,002
+962
| +2,405% | +$56.8K |
|
6155
RAVE Restaurant Group
RAVE
$51.2M
| $59.1K | ﹤0.01% |
26,500
+13,250
| +100% | +$29.5K |
|
6156
T. Rowe Price US Equity Research ETF
TSPA
$1.99B
| $58.8K | ﹤0.01% |
+2,000
| New | +$58.8K |
|
6157
FT Vest US Equity Deep Buffer ETF December
DDEC
$347M
| $58.8K | ﹤0.01% |
1,644
+822
| +100% | +$29.4K |
|
|
SPE.PRC
6158
Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
$62.4M
| $58.7K | ﹤0.01% |
2,572
+1,287
| +100% | +$29.3K |
|
|
SVT
6159
DELISTED
Servotronics
SVT
| $58.3K | ﹤0.01% |
4,660
+2,330
| +100% | +$29.1K |
|
6160
Network-1 Technologies
NTIP
$35.1M
| $58.2K | ﹤0.01% |
26,688
+13,345
| +100% | +$29.1K |
|
|
RCG
6161
RENN Fund
RCG
$17.5M
| $58.1K | ﹤0.01% |
34,000
+17,000
| +100% | +$29.1K |
|
6162
Calidi Biotherapeutics
CLDI
$8.61M
| $57.9K | ﹤0.01% |
+320
| New | +$57.9K |
|
6163
Procure Space ETF
UFO
$120M
| $57.8K | ﹤0.01% |
3,098
+384
| +14% | +$7.17K |
|
6164
Expion360
XPON
$13.2M
| $57.7K | ﹤0.01% |
107
+59
| +123% | +$31.8K |
|
6165
Hydrofarm Holdings
HYFM
$14.8M
| $57.6K | ﹤0.01% |
6,283
+2,395
| +62% | +$22K |
|
6166
Finward Bancorp
FNWD
$138M
| $57.6K | ﹤0.01% |
2,280
+1,141
| +100% | +$28.8K |
|
6167
MediWound
MDWD
$195M
| $57.1K | ﹤0.01% |
5,616
+2,072
| +58% | +$21.1K |
|
6168
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$399M
| $56.8K | ﹤0.01% |
1,456
+902
| +163% | +$35.2K |
|
|
WEL
6169
DELISTED
Integrated Wellness Acquisition Corp
WEL
| $56.3K | ﹤0.01% |
5,020
+2,510
| +100% | +$28.2K |
|
6170
ProShares Long Online/Short Stores ETF
CLIX
$8.14M
| $55.9K | ﹤0.01% |
1,468
+734
| +100% | +$28K |
|
6171
Eltek
ELTK
$70.4M
| $55.8K | ﹤0.01% |
4,000
+2,000
| +100% | +$27.9K |
|
6172
Westwater Resources
WWR
$71.2M
| $55.8K | ﹤0.01% |
98,716
+51,878
| +111% | +$29.3K |
|
6173
FAT Brands
FAT
$36.3M
| $55.4K | ﹤0.01% |
16,408
+2,824
| +21% | +$9.54K |
|
6174
Culp
CULP
$53.4M
| $55.4K | ﹤0.01% |
9,560
+4,766
| +99% | +$27.6K |
|
|
NEWP
6175
New Pacific Metals
NEWP
$458M
| $55.3K | ﹤0.01% |
28,956
-26,189
| -47% | -$50K |
|