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
PESI icon
5051
Perma-Fix Environmental Services
PESI
$245M
$1.01M ﹤0.01%
99,647
+30,611
BBP icon
5052
Virtus LifeSci Biotech Products ETF
BBP
$32.1M
$1.01M ﹤0.01%
14,371
-806
GBIO icon
5053
Generation Bio
GBIO
$37.3M
$1.01M ﹤0.01%
164,270
+72,987
MUNA
5054
Northern Trust 2030 Tax-Exempt Distributing Ladder ETF
MUNA
$9.99M
$1M ﹤0.01%
+10,000
ANEB icon
5055
Anebulo Pharmaceuticals
ANEB
$89.2M
$999K ﹤0.01%
399,404
+185
METV icon
5056
Roundhill Ball Metaverse ETF
METV
$283M
$996K ﹤0.01%
48,361
-7,279
CXE
5057
MFS High Income Municipal Trust
CXE
$118M
$994K ﹤0.01%
267,290
+7,298
NMI icon
5058
Nuveen Municipal Income
NMI
$102M
$992K ﹤0.01%
100,084
+4,433
GURU icon
5059
Global X Guru Index ETF
GURU
$58.4M
$990K ﹤0.01%
16,626
IGIC icon
5060
International General Insurance
IGIC
$1.09B
$990K ﹤0.01%
42,671
-15,387
LUXE
5061
LuxExperience B.V.
LUXE
$1.24B
$990K ﹤0.01%
116,422
-78,688
PAYS icon
5062
Paysign
PAYS
$293M
$982K ﹤0.01%
156,062
+45,569
NKTX icon
5063
Nkarta
NKTX
$127M
$980K ﹤0.01%
473,217
+149,592
ABAT icon
5064
American Battery Technology Co
ABAT
$516M
$980K ﹤0.01%
201,550
+77,854
DOG icon
5065
ProShares Short Dow30
DOG
$112M
$973K ﹤0.01%
39,970
+38,562
ACES icon
5066
ALPS Clean Energy ETF
ACES
$109M
$968K ﹤0.01%
30,295
-3,417
GALT icon
5067
Galectin Therapeutics
GALT
$282M
$967K ﹤0.01%
228,335
+19,712
PLCE icon
5068
Children's Place
PLCE
$96.4M
$960K ﹤0.01%
154,541
+49,038
GHYG icon
5069
iShares US & Intl High Yield Corp Bond ETF
GHYG
$193M
$959K ﹤0.01%
20,605
+758
SGHT icon
5070
Sight Sciences
SGHT
$447M
$956K ﹤0.01%
277,843
-55,553
PLBY icon
5071
Playboy Inc
PLBY
$198M
$950K ﹤0.01%
646,063
-21,163
JMST icon
5072
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.68B
$950K ﹤0.01%
18,605
+1,016
MH
5073
McGraw Hill
MH
$3.27B
$943K ﹤0.01%
+75,158
CAF
5074
Morgan Stanley China A Share Fund
CAF
$290M
$940K ﹤0.01%
56,481
+3,356
AAAU icon
5075
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.5B
$940K ﹤0.01%
24,647
+3,439
201 202
203
204 205