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 | |
|---|---|---|---|---|---|---|
6801
MoneyHero
MNY
$87.3M
| $3.12K | ﹤0.01% |
1,704
-1,634
| -49% | -$2.99K |
|
6802
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$65.1M
| $3.09K | ﹤0.01% |
+105
| New | +$3.09K |
|
|
WDTE
6803
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
WDTE
$73.3M
| $3.07K | ﹤0.01% |
58
+57
| +5,700% | +$3.02K |
|
6804
Magic Empire Global Ltd
MEGL
$8M
| $3.06K | ﹤0.01% |
1,178
-1,176
| -50% | -$3.05K |
|
6805
LGL Group
LGL
$35.2M
| $3.04K | ﹤0.01% |
479
-479
| -50% | -$3.04K |
|
6806
Perfect Corp
PERF
$212M
| $3K | ﹤0.01% |
1,210
-3,210
| -73% | -$7.96K |
|
|
ATIP
6807
DELISTED
ATI Physical Therapy, Inc.
ATIP
| $2.98K | ﹤0.01% |
533
-573
| -52% | -$3.2K |
|
6808
SoundHound AI, Inc. Warrant
SOUNW
$2.61B
| $2.94K | ﹤0.01% |
1,000
-1,000
| -50% | -$2.94K |
|
|
FUV
6809
DELISTED
Arcimoto, Inc. Common Stock
FUV
| $2.91K | ﹤0.01% |
6,277
-7,403
| -54% | -$3.43K |
|
6810
Leap Therapeutics
LPTX
$12.4M
| $2.91K | ﹤0.01% |
1,093
-1,419
| -56% | -$3.78K |
|
6811
Sadot Group
SDOT
$7.18M
| $2.89K | ﹤0.01% |
965
-845
| -47% | -$2.53K |
|
6812
ProShares UltraShort NASDAQ Biotechnology
BIS
$2.37M
| $2.87K | ﹤0.01% |
163
-161
| -50% | -$2.83K |
|
|
JFU
6813
9F Inc
JFU
$30.6M
| $2.84K | ﹤0.01% |
810
-810
| -50% | -$2.84K |
|
|
CSSE
6814
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
| $2.84K | ﹤0.01% |
18,143
+7,821
| +76% | +$1.22K |
|
6815
Lightpath Technologies
LPTH
$236M
| $2.8K | ﹤0.01% |
2,025
+1,975
| +3,950% | +$2.73K |
|
6816
VerifyMe
VRME
$10.1M
| $2.79K | ﹤0.01% |
2,000
-2,000
| -50% | -$2.79K |
|
6817
Airgain
AIRG
$48.9M
| $2.79K | ﹤0.01% |
511
-517
| -50% | -$2.82K |
|
6818
Solidion Technology
STI
$14.6M
| $2.75K | ﹤0.01% |
+20
| New | +$2.75K |
|
6819
urban-gro
UGRO
$7.48M
| $2.74K | ﹤0.01% |
2,000
-3,200
| -62% | -$4.38K |
|
6820
NeuroSense Therapeutics
NRSN
$30.6M
| $2.73K | ﹤0.01% |
1,500
-1,500
| -50% | -$2.73K |
|
6821
New Concept Energy
GBR
$5.66M
| $2.73K | ﹤0.01% |
2,598
-2,598
| -50% | -$2.73K |
|
|
FISK
6822
Empire State Realty OP, L.P. Series 250
FISK
| $2.72K | ﹤0.01% |
301
-301
| -50% | -$2.72K |
|
6823
Innovator Growth-100 Power Buffer ETF January
NJAN
$301M
| $2.7K | ﹤0.01% |
62
-378
| -86% | -$16.5K |
|
6824
Worksport
WKSP
$23.4M
| $2.69K | ﹤0.01% |
468
+100
| +27% | +$574 |
|
6825
Imunon
IMNN
$14.5M
| $2.68K | ﹤0.01% |
125
-125
| -50% | -$2.68K |
|