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 | +$1.69B | |
| 2 | +$1.32B | |
| 3 | +$1.21B | |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 | +$7.66B | |
| 2 | +$5.23B | |
| 3 | +$1.14B | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.47% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
8376
Globus Maritime Ltd
GLBS
$42.6M
| – | – |
-9,333
|
|
||
|
GLBZ
8377
DELISTED
Glen Burnie Bancorp
GLBZ
| – | – |
-1,036
|
|
||
8378
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$39.6M
| – | – |
-42
|
|
||
8379
Inspire Growth ETF
GLRY
$148M
| – | – |
-1
|
|
||
|
GNFT
8380
DELISTED
Genfit
GNFT
| – | – |
-20,120
|
|
||
8381
Greenlane Holdings
GNLN
$5.69M
| – | – |
-10
|
|
||
|
GNTY
8382
DELISTED
Guaranty Bancshares
GNTY
| – | – |
-14,964
|
|
||
|
GTLS.PRB
8383
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
| – | – |
-3,663
|
|
||
8384
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$2.13B
| – | – |
-1
|
|