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 |
NVIDIA
NVDA
|
+$2.62B |
| 2 |
Amazon
AMZN
|
+$1.72B |
| 3 |
Tesla
TSLA
|
+$1.54B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.47B |
| 5 |
Microsoft
MSFT
|
+$1.08B |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$925M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$749M |
| 3 |
Eaton
ETN
|
+$664M |
| 4 |
Uber
UBER
|
+$625M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$506M |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 10.48% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6326
Inspire International ETF
WWJD
$389M
| $22.5K | ﹤0.01% |
810
-90
| -10% | -$2.5K |
|
6327
Pixelworks
PXLW
$66.5M
| $22.3K | ﹤0.01% |
1,075
-3,237
| -75% | -$67.2K |
|
6328
BuzzFeed
BZFD
$76.7M
| $22.3K | ﹤0.01% |
11,018
+6,075
| +123% | +$12.3K |
|
6329
Arbe Robotics
ARBE
$152M
| $22.2K | ﹤0.01% |
7,693
-98,800
| -93% | -$286K |
|
|
LND
6330
BrasilAgro
LND
$384M
| $22.2K | ﹤0.01% |
4,280
-785
| -15% | -$4.07K |
|
6331
Kentucky First Federal Bancorp
KFFB
$27.5M
| $22.2K | ﹤0.01% |
3,567
| – | – |
|
6332
Pyxis Tankers
PXS
$29.6M
| $21.9K | ﹤0.01% |
5,800
+4,000
| +222% | +$15.1K |
|
|
CYBN
6333
Cybin
CYBN
$142M
| $21.8K | ﹤0.01% |
1,516
-68,421
| -98% | -$983K |
|
6334
Quantum Corp
QMCO
$94.8M
| $21.8K | ﹤0.01% |
1,008
-85
| -8% | -$1.84K |
|
|
EMX
6335
EMX Royalty
EMX
$456M
| $21.7K | ﹤0.01% |
11,396
-1,600
| -12% | -$3.04K |
|
6336
Heartbeam
BEAT
$48.7M
| $21.5K | ﹤0.01% |
8,922
+3,262
| +58% | +$7.86K |
|
|
CHEAU
6337
DELISTED
Chenghe Acquisition Co. Unit
CHEAU
| $21.5K | ﹤0.01% |
2,000
| – | – |
|
6338
BGSF Inc
BGSF
$71.4M
| $21.5K | ﹤0.01% |
2,253
-906
| -29% | -$8.63K |
|
|
AIOT
6339
PowerFleet, Inc. Common Stock
AIOT
$699M
| $21.4K | ﹤0.01% |
7,141
-200
| -3% | -$600 |
|
6340
Astrotech Corp
ASTC
$8.42M
| $21.2K | ﹤0.01% |
1,500
| – | – |
|
6341
Mastech Digital
MHH
$87.6M
| $21.2K | ﹤0.01% |
2,146
-311
| -13% | -$3.07K |
|
6342
Orchestra BioMed
OBIO
$141M
| $21.2K | ﹤0.01% |
3,028
+2,428
| +405% | +$17K |
|
6343
Dragonfly Energy
DFLI
$18M
| $21.1K | ﹤0.01% |
1,584
+1,330
| +524% | +$17.7K |
|
6344
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$328M
| $21K | ﹤0.01% |
1,034
| – | – |
|
|
BRAG
6345
Bragg Gaming Group
BRAG
$68M
| $20.9K | ﹤0.01% |
6,800
| – | – |
|
6346
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$399M
| $20.9K | ﹤0.01% |
554
| – | – |
|
6347
Energous
WATT
$11.1M
| $20.9K | ﹤0.01% |
145
-690
| -83% | -$99.2K |
|
|
SYRS
6348
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $20.7K | ﹤0.01% |
6,574
-6,417
| -49% | -$20.2K |
|
6349
LAVA Therapeutics
LVTX
$40.5M
| $20.7K | ﹤0.01% |
10,200
+1,300
| +15% | +$2.64K |
|
|
DWTX
6350
Dogwood Therapeutics, Inc. Common Stock
DWTX
$9.36M
| $20.7K | ﹤0.01% |
+600
| New | +$20.7K |
|