Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.65%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLO icon
4976
Xilio Therapeutics
XLO
$44M
$982K ﹤0.01%
1,444,326
+288,488
MYPS icon
4977
PLAYSTUDIOS Inc
MYPS
$114M
$975K ﹤0.01%
744,593
+4,173
AFCG
4978
AFC Gamma
AFCG
$73.7M
$974K ﹤0.01%
217,424
+111,237
DC icon
4979
Dakota Gold
DC
$456M
$971K ﹤0.01%
263,143
+82,018
SHIP icon
4980
Seanergy Maritime Holdings
SHIP
$176M
$970K ﹤0.01%
153,772
-77,987
HPK icon
4981
HighPeak Energy
HPK
$793M
$967K ﹤0.01%
98,684
-12,514
TRUE icon
4982
TrueCar
TRUE
$195M
$965K ﹤0.01%
507,772
-464,646
MYO icon
4983
Myomo
MYO
$32.8M
$962K ﹤0.01%
445,495
+135,151
CSBR icon
4984
Champions Oncology
CSBR
$93.8M
$962K ﹤0.01%
130,500
+42,068
NMI icon
4985
Nuveen Municipal Income
NMI
$103M
$961K ﹤0.01%
95,651
+19,770
MTLS
4986
Materialise
MTLS
$390M
$958K ﹤0.01%
169,583
+80,815
XPOF icon
4987
Xponential Fitness
XPOF
$232M
$958K ﹤0.01%
127,901
-42,241
PANL icon
4988
Pangaea Logistics
PANL
$318M
$955K ﹤0.01%
203,254
-74,842
TLTE icon
4989
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$301M
$955K ﹤0.01%
16,289
+416
ATMP icon
4990
iPath Select MLP ETN
ATMP
$489M
$955K ﹤0.01%
32,570
+4,452
DSX icon
4991
Diana Shipping
DSX
$198M
$950K ﹤0.01%
650,977
+9,074
METV icon
4992
Roundhill Ball Metaverse ETF
METV
$325M
$948K ﹤0.01%
55,640
+4,454
AURA icon
4993
Aura Biosciences
AURA
$375M
$941K ﹤0.01%
150,288
+50,841
DMAC icon
4994
DiaMedica Therapeutics
DMAC
$351M
$938K ﹤0.01%
240,476
+136,893
ELDN icon
4995
Eledon Pharmaceuticals
ELDN
$261M
$937K ﹤0.01%
345,629
+123,672
WEYS icon
4996
Weyco Group
WEYS
$273M
$933K ﹤0.01%
28,142
+9,011
MDWD icon
4997
MediWound
MDWD
$235M
$933K ﹤0.01%
48,161
+11,572
BMNR
4998
BitMine Immersion Technologies
BMNR
$12.2B
$932K ﹤0.01%
+27,485
CXE
4999
MFS High Income Municipal Trust
CXE
$118M
$931K ﹤0.01%
259,992
+9,997
BRBS icon
5000
Blue Ridge Bankshares
BRBS
$423M
$930K ﹤0.01%
259,179
+186,328
198 199
200
201 202