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 |
Altria Group
MO
|
+$451M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
+$270M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$245M |
| 4 |
Morgan Stanley Direct Lending Fund
MSDL
|
+$210M |
| 5 |
Infosys
INFY
|
+$123M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$52.9B |
| 2 |
Apple
AAPL
|
+$36.7B |
| 3 |
NVIDIA
NVDA
|
+$29.1B |
| 4 |
Amazon
AMZN
|
+$28.1B |
| 5 |
Meta Platforms (Facebook)
META
|
+$18.4B |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 9.76% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6626
Zenvia
ZENV
$65.5M
| $6.65K | ﹤0.01% |
2,500
-1,500
| -38% | -$3.99K |
|
|
THMO
6627
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
| $6.64K | ﹤0.01% |
9,295
-9,293
| -50% | -$6.64K |
|
6628
Laird Superfood
LSF
$61.3M
| $6.63K | ﹤0.01% |
2,761
-2,791
| -50% | -$6.7K |
|
|
BMTX
6629
DELISTED
BM Technologies, Inc.
BMTX
| $6.56K | ﹤0.01% |
3,975
-3,975
| -50% | -$6.56K |
|
6630
Gyrodyne
GYRO
$22M
| $6.55K | ﹤0.01% |
811
-74,077
| -99% | -$598K |
|
|
SOS
6631
SOS Limited
SOS
$16.5M
| $6.49K | ﹤0.01% |
256
-698
| -73% | -$17.7K |
|
6632
Direxion Daily Energy Bear 2X Shares
ERY
$22.4M
| $6.47K | ﹤0.01% |
298
-598
| -67% | -$13K |
|
|
GRCE
6633
Grace Therapeutics, Inc. Common Stock
GRCE
$43.6M
| $6.45K | ﹤0.01% |
1,882
-1,882
| -50% | -$6.45K |
|
6634
OPAL Fuels
OPAL
$61.5M
| $6.42K | ﹤0.01% |
1,279
-311
| -20% | -$1.56K |
|
6635
KORE Group Holdings
KORE
$37.8M
| $6.38K | ﹤0.01% |
1,621
-2,421
| -60% | -$9.53K |
|
6636
Vanguard US Multifactor ETF
VFMF
$382M
| $6.34K | ﹤0.01% |
50
-52
| -51% | -$6.6K |
|
6637
Newegg Commerce
NEGG
$901M
| $6.34K | ﹤0.01% |
343
-2,195
| -86% | -$40.5K |
|
|
SBLX
6638
StableX Technologies, Inc. Common Stock
SBLX
$3.65M
| $6.33K | ﹤0.01% |
237
-237
| -50% | -$6.33K |
|
6639
Franklin FTSE Latin America
FLLA
$38.8M
| $6.32K | ﹤0.01% |
267
-267
| -50% | -$6.32K |
|
6640
Lantern Pharma
LTRN
$41.4M
| $6.29K | ﹤0.01% |
715
-485
| -40% | -$4.27K |
|
6641
CuriosityStream
CURI
$281M
| $6.27K | ﹤0.01% |
5,862
-5,308
| -48% | -$5.68K |
|
6642
Electro-Sensors
ELSE
$16.4M
| $6.26K | ﹤0.01% |
1,500
-1,500
| -50% | -$6.26K |
|
6643
Gotham 1000 Value ETF
GVLU
$209M
| $6.25K | ﹤0.01% |
+262
| New | +$6.25K |
|
6644
Farmer Brothers
FARM
$39.4M
| $6.12K | ﹤0.01% |
1,714
-2,294
| -57% | -$8.19K |
|
6645
Pathfinder Bancorp
PBHC
$92.4M
| $6.12K | ﹤0.01% |
494
-558
| -53% | -$6.91K |
|
6646
TH International
THCH
$79.1M
| $6.11K | ﹤0.01% |
1,063
+937
| +744% | +$5.39K |
|
|
PGRU
6647
DELISTED
PropertyGuru Group Limited
PGRU
| $6.07K | ﹤0.01% |
1,599
-1,599
| -50% | -$6.07K |
|
6648
Dogness International Corp
DOGZ
$186M
| $6.06K | ﹤0.01% |
1,043
+795
| +321% | +$4.62K |
|
6649
Xos
XOS
$20.9M
| $6.04K | ﹤0.01% |
590
+154
| +35% | +$1.58K |
|
|
BIOR
6650
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
| $5.99K | ﹤0.01% |
545
-419
| -43% | -$4.61K |
|