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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.67B |
| 2 |
Aon
AON
|
+$1.06B |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$919M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$835M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$724M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.33B |
| 2 |
Datadog
DDOG
|
+$740M |
| 3 |
TSMC
TSM
|
+$732M |
| 4 |
Tesla
TSLA
|
+$687M |
| 5 |
Baxter International
BAX
|
+$673M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 9.91% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6226
CPS Technologies
CPSH
$51.3M
| $32.1K | ﹤0.01% |
11,270
-1,540
| -12% | -$4.39K |
|
6227
Kartoon Studios
TOON
$37.8M
| $32.1K | ﹤0.01% |
11,763
-3,909
| -25% | -$10.7K |
|
6228
Intellicheck
IDN
$113M
| $32K | ﹤0.01% |
12,788
| – | – |
|
|
POL
6229
DELISTED
Polished.com Inc.
POL
| $31.9K | ﹤0.01% |
1,229
-38
| -3% | -$988 |
|
6230
Innovator US Equity Power Buffer ETF November
PNOV
$659M
| $31.8K | ﹤0.01% |
1,000
| – | – |
|
|
GLDG
6231
GoldMining Inc
GLDG
$235M
| $31.5K | ﹤0.01% |
26,053
-7,384
| -22% | -$8.94K |
|
6232
Broadwind
BWEN
$51.6M
| $31.3K | ﹤0.01% |
8,142
-94
| -1% | -$361 |
|
6233
NRX Pharmaceuticals
NRXP
$66.6M
| $31.2K | ﹤0.01% |
4,733
-301
| -6% | -$1.98K |
|
|
SURF
6234
DELISTED
Surface Oncology, Inc. Common Stock
SURF
| $31.2K | ﹤0.01% |
44,589
-3,192
| -7% | -$2.23K |
|
6235
INmune Bio
INMB
$53.4M
| $31.1K | ﹤0.01% |
4,817
+1,829
| +61% | +$11.8K |
|
6236
Innovator US Small Cap Power Buffer ETF July
KJUL
$156M
| $31.1K | ﹤0.01% |
1,254
| – | – |
|
|
BLTE
6237
Belite Bio
BLTE
$2.28B
| $31K | ﹤0.01% |
1,038
-962
| -48% | -$28.8K |
|
6238
Rigetti Computing
RGTI
$6.19B
| $31K | ﹤0.01% |
42,839
-5,150
| -11% | -$3.73K |
|
|
IRNT
6239
DELISTED
IronNet, Inc.
IRNT
| $31K | ﹤0.01% |
88,086
-4,037
| -4% | -$1.42K |
|
|
EDN
6240
Edenor
EDN
$746M
| $30.9K | ﹤0.01% |
3,836
-87
| -2% | -$701 |
|
|
AAU
6241
DELISTED
Almaden Minerals Ltd.
AAU
| $30.9K | ﹤0.01% |
162,469
-80,596
| -33% | -$15.3K |
|
6242
Westwood Holdings Group
WHG
$160M
| $30.6K | ﹤0.01% |
2,730
-1,493
| -35% | -$16.7K |
|
|
VAXX
6243
DELISTED
Vaxxinity, Inc. Class A Common Stock
VAXX
| $30.6K | ﹤0.01% |
13,476
+8,950
| +198% | +$20.3K |
|
6244
CKX Lands
CKX
$22.8M
| $30.5K | ﹤0.01% |
3,233
| – | – |
|
6245
Neonode
NEON
$72.3M
| $30.4K | ﹤0.01% |
4,000
-480
| -11% | -$3.65K |
|
6246
ProShares UltraPro Short 20+ Year Treasury
TTT
$21.8M
| $30.4K | ﹤0.01% |
499
-1,707
| -77% | -$104K |
|
6247
Mastech Digital
MHH
$88.4M
| $30.3K | ﹤0.01% |
2,457
-184
| -7% | -$2.27K |
|
6248
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.56B
| $30.2K | ﹤0.01% |
1,499
-1,812
| -55% | -$36.5K |
|
6249
Integrated Media Technology
IMTE
$4.05M
| $30.2K | ﹤0.01% |
6,634
+676
| +11% | +$3.08K |
|
6250
Smith-Midland
SMID
$211M
| $30K | ﹤0.01% |
1,600
+975
| +156% | +$18.3K |
|