Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KINS icon
4801
Kingstone Companies
KINS
$240M
$1.61M ﹤0.01%
109,784
-37,161
EUDG icon
4802
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$85.8M
$1.61M ﹤0.01%
45,793
-2,359
ALLO icon
4803
Allogene Therapeutics
ALLO
$319M
$1.61M ﹤0.01%
1,299,166
+690,197
TQQQ icon
4804
ProShares UltraPro QQQ
TQQQ
$29.6B
$1.6M ﹤0.01%
31,004
-134,066
FLC
4805
Flaherty & Crumrine Total Return Fund
FLC
$183M
$1.59M ﹤0.01%
89,465
+245
GLAD icon
4806
Gladstone Capital
GLAD
$466M
$1.59M ﹤0.01%
72,822
+15,393
SLDB icon
4807
Solid Biosciences
SLDB
$463M
$1.59M ﹤0.01%
257,846
+22,197
FTSD icon
4808
Franklin Short Duration US Government ETF
FTSD
$259M
$1.59M ﹤0.01%
17,470
+568
BCBP icon
4809
BCB Bancorp
BCBP
$145M
$1.58M ﹤0.01%
182,263
+19,723
BCAX
4810
Bicara Therapeutics
BCAX
$964M
$1.58M ﹤0.01%
100,028
-104,432
KRO icon
4811
KRONOS Worldwide
KRO
$532M
$1.58M ﹤0.01%
274,766
-17,065
MPB icon
4812
Mid Penn Bancorp
MPB
$746M
$1.58M ﹤0.01%
55,053
-24,850
EDOG icon
4813
ALPS Emerging Sector Dividend Dogs ETF
EDOG
$29.1M
$1.56M ﹤0.01%
67,629
-28,031
CGEN icon
4814
Compugen
CGEN
$142M
$1.56M ﹤0.01%
1,059,737
-254,379
ATEX icon
4815
Anterix
ATEX
$414M
$1.56M ﹤0.01%
72,443
-106,429
VUZI icon
4816
Vuzix
VUZI
$246M
$1.55M ﹤0.01%
494,111
-220,661
TBI
4817
Trueblue
TBI
$142M
$1.54M ﹤0.01%
251,867
-21,543
RLGT icon
4818
Radiant Logistics
RLGT
$303M
$1.54M ﹤0.01%
261,468
-3,299
TCRX icon
4819
TScan Therapeutics
TCRX
$50.8M
$1.54M ﹤0.01%
847,537
-5,809
RWM icon
4820
ProShares Short Russell2000
RWM
$148M
$1.54M ﹤0.01%
91,748
+66,630
CCRD
4821
DELISTED
CoreCard
CCRD
$1.54M ﹤0.01%
57,170
+35,453
FRST icon
4822
Primis Financial Corp
FRST
$331M
$1.53M ﹤0.01%
145,915
-31,678
NMT icon
4823
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$113M
$1.53M ﹤0.01%
131,245
-4,100
PSCM icon
4824
Invesco S&P SmallCap Materials ETF
PSCM
$11M
$1.53M ﹤0.01%
19,671
-538
PVI icon
4825
Invesco Floating Rate Municipal Income ETF
PVI
$31M
$1.52M ﹤0.01%
61,208
-2,618
191 192
193
194 195