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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
8251
Universal Safety Products, Inc.
UUU
$7.63M
| $0 | ﹤0.01% | 66 -818 | -93% | – |
|
8252
UWM Holdings Corporation Warrants, each exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share
UWMC.WS
| $0 | ﹤0.01% | 108 | – | – |
|
8253
VerifyMe
VRME
$11M
| – | – | -1 | Closed | – |
|
8254
Catheter Precision
VTAK
$3.07M
| – | – | -3,000 | Closed | -$9K |
|
|
WGSWW
8255
GeneDx Holdings Corp. Warrant
WGSWW
$3.65M
| $0 | ﹤0.01% | 66 -400 | -86% | – |
|
|
WHLR
8256
Wheeler Real Estate Investment Trust
WHLR
$4.11M
| $0 | ﹤0.01% | 13 -18 | -58% | – |
|
|
WINT
8257
DELISTED
Windtree Therapeutics
WINT
| $0 | ﹤0.01% | 15 -10 | -40% | – |
|
8258
Impact Shares Womens Empowerment ETF Trading
WOMN
$63.7M
| – | – | -3 | Closed | – |
|