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 | |
|---|---|---|---|---|---|---|
6876
Transact Technologies
TACT
$45.9M
| $1.93K | ﹤0.01% |
367
-455
| -55% | -$2.39K |
|
6877
Dimensional US Real Estate ETF
DFAR
$1.42B
| $1.92K | ﹤0.01% |
86
-47,272
| -100% | -$1.06M |
|
6878
Nvni Group
NVNI
$59M
| $1.89K | ﹤0.01% |
1,000
-1,000
| -50% | -$1.89K |
|
6879
Exicure
XCUR
$24.5M
| $1.86K | ﹤0.01% |
617
-691
| -53% | -$2.08K |
|
6880
GameSquare
GAME
$70.2M
| $1.85K | ﹤0.01% |
1,343
-1,031
| -43% | -$1.42K |
|
|
SHPW
6881
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
| $1.85K | ﹤0.01% |
932
-932
| -50% | -$1.85K |
|
6882
MMTec
MTC
$24.2M
| $1.84K | ﹤0.01% |
125
-425
| -77% | -$6.27K |
|
6883
Embotelladora Andina Series A
AKO.A
$3.12B
| $1.83K | ﹤0.01% |
146
-144
| -50% | -$1.81K |
|
|
EIGR
6884
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $1.83K | ﹤0.01% |
366
-555
| -60% | -$2.78K |
|
|
SDPI
6885
DELISTED
Superior Drilling Products Inc.
SDPI
| $1.83K | ﹤0.01% |
2,000
-2,000
| -50% | -$1.83K |
|
|
QH
6886
Quhuo
QH
$6.07M
| $1.78K | ﹤0.01% |
33
-34
| -51% | -$1.84K |
|
6887
Armata Pharmaceuticals
ARMP
$107M
| $1.78K | ﹤0.01% |
426
+422
| +10,550% | +$1.76K |
|
|
GNTA
6888
Genenta Science
GNTA
$54M
| $1.75K | ﹤0.01% |
500
-500
| -50% | -$1.75K |
|
6889
ECB Bancorp
ECBK
$143M
| $1.74K | ﹤0.01% |
+134
| New | +$1.74K |
|
6890
My Size
MYSZ
$3.84M
| $1.73K | ﹤0.01% |
508
-508
| -50% | -$1.73K |
|
|
MLGO
6891
MicroAlgo
MLGO
$97.2M
| $1.72K | ﹤0.01% |
1
-1
| -50% | -$1.72K |
|
6892
OLB
OLB
$11M
| $1.71K | ﹤0.01% |
300
-300
| -50% | -$1.71K |
|
6893
Motorsport Games
MSGM
$14.4M
| $1.71K | ﹤0.01% |
810
-960
| -54% | -$2.03K |
|
6894
SoFi Next 500 ETF
SFYX
$26.6M
| $1.66K | ﹤0.01% |
119
-111
| -48% | -$1.55K |
|
6895
WBI BullBear Quality 3000 ETF
WBIL
$33M
| $1.66K | ﹤0.01% |
48
-50
| -51% | -$1.73K |
|
6896
TOMI Environmental Solutions
TOMZ
$17M
| $1.65K | ﹤0.01% |
2,430
-4,430
| -65% | -$3.01K |
|
6897
Global X Data Center & Digital Infrastructure ETF
DTCR
$413M
| $1.65K | ﹤0.01% |
106
+2
| +2% | +$31 |
|
6898
Adaptive Core ETF
RULE
$13.1M
| $1.65K | ﹤0.01% |
+75
| New | +$1.65K |
|
6899
First National Corp
FXNC
$209M
| $1.65K | ﹤0.01% |
101
-1,437
| -93% | -$23.4K |
|
6900
NexGel
NXGL
$19.4M
| $1.64K | ﹤0.01% |
600
-600
| -50% | -$1.64K |
|