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 | |
|---|---|---|---|---|---|---|
6176
American Battery Technology Co
ABAT
$349M
| $55.2K | ﹤0.01% |
11,774
+8,093
| +220% | +$38K |
|
6177
Innovator IBD 50 ETF
FFTY
$82.9M
| $54.6K | ﹤0.01% |
2,242
-4,224
| -65% | -$103K |
|
|
GAU
6178
Galiano Gold
GAU
$651M
| $54.1K | ﹤0.01% |
57,598
+25,606
| +80% | +$24.1K |
|
|
TBHC
6179
The Brand House Collective
TBHC
$40.2M
| $53.9K | ﹤0.01% |
17,860
+11,588
| +185% | +$35K |
|
6180
Annovis Bio
ANVS
$45.2M
| $53.6K | ﹤0.01% |
2,868
+1,434
| +100% | +$26.8K |
|
6181
FT Vest US Equity Deep Buffer ETF November
DNOV
$330M
| $53.4K | ﹤0.01% |
1,380
+690
| +100% | +$26.7K |
|
6182
Acquirers Small and Micro Deep Value ETF
DEEP
$29.6M
| $53.4K | ﹤0.01% |
1,470
+632
| +75% | +$23K |
|
|
IVA
6183
Inventiva
IVA
$837M
| $53.3K | ﹤0.01% |
11,800
+10,500
| +808% | +$47.4K |
|
6184
Knightscope
KSCP
$61.5M
| $53.2K | ﹤0.01% |
1,774
+1,290
| +267% | +$38.7K |
|
6185
Sidus Space
SIDU
$27.2M
| $53.2K | ﹤0.01% |
6,036
+5,869
| +3,514% | +$51.7K |
|
6186
InfraCap MLP ETF
AMZA
$387M
| $53.2K | ﹤0.01% |
1,504
+375
| +33% | +$13.3K |
|
6187
iShares Investment Grade Systematic Bond ETF
IGEB
$1.38B
| $53.1K | ﹤0.01% |
1,174
-25
| -2% | -$1.13K |
|
6188
Imperial Petroleum
IMPP
$159M
| $53.1K | ﹤0.01% |
+20,114
| New | +$53.1K |
|
|
PAK
6189
DELISTED
Global X MSCI Pakistan ETF
PAK
| $52.9K | ﹤0.01% |
3,178
+1,590
| +100% | +$26.5K |
|
6190
Sonida Senior Living
SNDA
$529M
| $52.7K | ﹤0.01% |
5,460
+1,999
| +58% | +$19.3K |
|
6191
Comstock
LODE
$182M
| $52.6K | ﹤0.01% |
9,603
+8,101
| +539% | +$44.4K |
|
|
PFIE
6192
DELISTED
Profire Energy, Inc
PFIE
| $52.1K | ﹤0.01% |
28,794
-11,179
| -28% | -$20.2K |
|
|
CHIX
6193
DELISTED
Global X MSCI China Financials ETF
CHIX
| $52.1K | ﹤0.01% |
4,878
+1,333
| +38% | +$14.2K |
|
6194
Solid Biosciences
SLDB
$403M
| $52K | ﹤0.01% |
8,466
+3,868
| +84% | +$23.8K |
|
6195
Dimensional US Large Cap Value ETF
DFLV
$4.17B
| $51.9K | ﹤0.01% |
+1,920
| New | +$51.9K |
|
6196
Verde Clean Fuels
VGAS
$69.2M
| $51.9K | ﹤0.01% |
21,980
+14,487
| +193% | +$34.2K |
|
|
SOL
6197
Emeren Group
SOL
$96.5M
| $51.8K | ﹤0.01% |
18,976
-67,050
| -78% | -$183K |
|
6198
FT Vest US Equity Buffer ETF April
FAPR
$874M
| $51.6K | ﹤0.01% |
1,476
-1,143
| -44% | -$39.9K |
|
6199
Ampco-Pittsburgh
AP
$48.6M
| $51K | ﹤0.01% |
18,680
+8,756
| +88% | +$23.9K |
|
6200
CI&T Inc
CINT
$736M
| $51K | ﹤0.01% |
9,690
+5,269
| +119% | +$27.7K |
|