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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6601
Smith-Midland
SMID
$211M
| $12.8K | ﹤0.01% |
625
-14
| -2% | -$287 |
|
6602
Rani Therapeutics
RANI
$23.9M
| $12.8K | ﹤0.01% |
2,170
-2,544
| -54% | -$15K |
|
|
AVCT
6603
DELISTED
American Virtual Cloud Technologies, Inc. Common Stock
AVCT
| $12.7K | ﹤0.01% |
11,080
+11,079
| +1,107,900% | +$12.7K |
|
6604
Rafael Holdings
RFL
$47M
| $12.7K | ﹤0.01% |
6,901
-82,484
| -92% | -$152K |
|
|
IH
6605
iHuman
IH
$147M
| $12.7K | ﹤0.01% |
4,876
-557,961
| -99% | -$1.45M |
|
|
ITRG
6606
Integra Resources
ITRG
$453M
| $12.7K | ﹤0.01% |
7,994
| – | – |
|
|
STRR
6607
Star Equity Holdings, Inc. Common Stock
STRR
$32.8M
| $12.7K | ﹤0.01% |
559
+554
| +11,080% | +$12.5K |
|
6608
Vision Marine Technologies
VMAR
$4.78M
| $12.6K | ﹤0.01% |
2
+1
| +100% | +$6.32K |
|
|
ORGS
6609
DELISTED
Orgenesis Inc. Common Stock
ORGS
| $12.6K | ﹤0.01% |
648
-28
| -4% | -$546 |
|
6610
Elutia
ELUT
$54.3M
| $12.6K | ﹤0.01% |
2,962
-694
| -19% | -$2.95K |
|
|
MKUL
6611
DELISTED
Molekule Group, Inc. Common Stock
MKUL
| $12.6K | ﹤0.01% |
4,011
-8,751
| -69% | -$27.4K |
|
|
ARBK
6612
Argo Blockchain
ARBK
$19.4M
| $12.5K | ﹤0.01% |
11,603
-153
| -1% | -$165 |
|
6613
VictoryShares US Value Momentum ETF
ULVM
$174M
| $12.5K | ﹤0.01% |
+198
| New | +$12.5K |
|
6614
Check-Cap
CHEK
$4.36M
| $12.5K | ﹤0.01% |
5,691
+2,774
| +95% | +$6.1K |
|
|
ASAP
6615
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
| $12.5K | ﹤0.01% |
35,966
-37,314
| -51% | -$13K |
|
6616
American Realty Investors
ARL
$256M
| $12.5K | ﹤0.01% |
487
-138
| -22% | -$3.54K |
|
|
GENY
6617
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
| $12.5K | ﹤0.01% |
325
| – | – |
|
6618
Ryvyl
RVYL
$9.53M
| $12.4K | ﹤0.01% |
2,700
-1,105
| -29% | -$5.07K |
|
6619
POET Technologies
POET
$475M
| $12.4K | ﹤0.01% |
4,100
+3,800
| +1,267% | +$11.5K |
|
6620
Talphera
TLPH
$19.3M
| $12.4K | ﹤0.01% |
5,468
+776
| +17% | +$1.75K |
|
6621
United States Gasoline Fund
UGA
$77.2M
| $12.3K | ﹤0.01% |
205
-125
| -38% | -$7.49K |
|
|
HGEN
6622
DELISTED
HUMANIGEN, INC.
HGEN
| $12.3K | ﹤0.01% |
102,334
+33,167
| +48% | +$3.98K |
|
6623
Flux Power
FLUX
$30.5M
| $12.2K | ﹤0.01% |
3,075
+2,340
| +318% | +$9.29K |
|
6624
Rekor Systems
REKR
$152M
| $12.2K | ﹤0.01% |
10,157
-2,984
| -23% | -$3.58K |
|
6625
ProMIS Neurosciences
PMN
$22.8M
| $12.2K | ﹤0.01% |
2,808
-3,122
| -53% | -$13.6K |
|