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 |
Apple
AAPL
|
+$1.91B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.42B |
| 3 |
Broadcom
AVGO
|
+$1.33B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.08B |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$3.18B |
| 2 |
Altria Group
MO
|
+$1.28B |
| 3 |
Carvana
CVNA
|
+$1.1B |
| 4 |
Danaher
DHR
|
+$820M |
| 5 |
RTX Corp
RTX
|
+$737M |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Financials | 10.3% |
| 3 | Healthcare | 9.34% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6651
CuriosityStream
CURI
$260M
| $5.23K | ﹤0.01% |
4,589
-1,273
| -22% | -$1.45K |
|
6652
Fidelity Fundamental Large Cap Core ETF
FFLC
$855M
| $5.17K | ﹤0.01% |
119
-1
| -0.8% | -$43 |
|
6653
Global X E-commerce ETF
EBIZ
$65.8M
| $5.15K | ﹤0.01% |
216
-125
| -37% | -$2.98K |
|
|
BGXX
6654
DELISTED
Bright Green Corporation Common Stock
BGXX
| $5.13K | ﹤0.01% |
20,263
-67,973
| -77% | -$17.2K |
|
6655
GSI Technology
GSIT
$95.1M
| $5.12K | ﹤0.01% |
1,931
-931
| -33% | -$2.47K |
|
|
ODV
6656
Osisko Development Corp
ODV
$742M
| $5.11K | ﹤0.01% |
2,749
| – | – |
|
6657
Hafnia
HAFN
$3B
| $5.08K | ﹤0.01% |
+606
| New | +$5.08K |
|
|
IVA
6658
Inventiva
IVA
$788M
| $5.08K | ﹤0.01% |
1,700
-4,600
| -73% | -$13.8K |
|
6659
The Beachbody Company, Inc. Class A Common Stock
BODI
$42.8M
| $5.08K | ﹤0.01% |
603
-10
| -2% | -$84 |
|
6660
Lightpath Technologies
LPTH
$228M
| $5.07K | ﹤0.01% |
4,025
+2,000
| +99% | +$2.52K |
|
6661
Franklin US Treasury Bond ETF
FLGV
$1.07B
| $5.06K | ﹤0.01% |
249
-9,412
| -97% | -$191K |
|
6662
Cognition Therapeutics
CGTX
$214M
| $4.98K | ﹤0.01% |
3,000
| – | – |
|
6663
Energous
WATT
$11.2M
| $4.97K | ﹤0.01% |
152
| – | – |
|
6664
BioVie
BIVI
$14.4M
| $4.95K | ﹤0.01% |
124
-122
| -50% | -$4.87K |
|
6665
United-Guardian
UG
$38.5M
| $4.95K | ﹤0.01% |
553
-3
| -0.5% | -$27 |
|
6666
ICZOOM Group
IZM
$29M
| $4.91K | ﹤0.01% |
+2,586
| New | +$4.91K |
|
6667
Broadwind
BWEN
$50M
| $4.9K | ﹤0.01% |
1,494
-8,362
| -85% | -$27.4K |
|
6668
Xos
XOS
$20.9M
| $4.9K | ﹤0.01% |
709
+119
| +20% | +$822 |
|
6669
Coya Therapeutics
COYA
$105M
| $4.85K | ﹤0.01% |
800
+268
| +50% | +$1.62K |
|
6670
MicroCloud Hologram
HOLO
$69.2M
| $4.82K | ﹤0.01% |
7
+4
| +133% | +$2.76K |
|
|
WNDY
6671
DELISTED
Global X Wind Energy ETF
WNDY
| $4.78K | ﹤0.01% |
396
-1
| -0.3% | -$12 |
|
|
DGICB
6672
Donegal Group Class B
DGICB
| $4.78K | ﹤0.01% |
429
-367
| -46% | -$4.09K |
|
6673
Simplify Interest Rate Hedge ETF
PFIX
$147M
| $4.75K | ﹤0.01% |
99
-309
| -76% | -$14.8K |
|
|
EDBL
6674
Edible Garden
EDBL
$5.26M
| $4.72K | ﹤0.01% |
+146
| New | +$4.72K |
|
6675
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
$1.86B
| $4.68K | ﹤0.01% |
+29
| New | +$4.68K |
|