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
SAVA icon
5076
Cassava Sciences
SAVA
$150M
$815K ﹤0.01%
450,547
+74,197
GB
5077
DELISTED
Global Blue Group Holding
GB
$814K ﹤0.01%
108,938
+20,556
RR icon
5078
Richtech Robotics
RR
$817M
$810K ﹤0.01%
415,425
+343,288
EEA
5079
European Equity Fund
EEA
$72.4M
$802K ﹤0.01%
78,364
-1,045
NPWR icon
5080
NET Power
NPWR
$289M
$798K ﹤0.01%
323,082
+196,506
TECL icon
5081
Direxion Daily Technology Bull 3x Shares
TECL
$4.64B
$798K ﹤0.01%
8,524
+4,418
PAYS icon
5082
Paysign
PAYS
$278M
$796K ﹤0.01%
110,493
+46,440
DISV icon
5083
Dimensional International Small Cap Value ETF
DISV
$3.55B
$794K ﹤0.01%
24,131
+4,987
SOHU
5084
Sohu.com
SOHU
$452M
$792K ﹤0.01%
59,471
-6,400
IZRL icon
5085
ARK Israel Innovative Technology ETF
IZRL
$121M
$791K ﹤0.01%
29,125
+1,000
LEGH icon
5086
Legacy Housing
LEGH
$525M
$791K ﹤0.01%
34,913
-32,737
IHRT icon
5087
iHeartMedia
IHRT
$545M
$791K ﹤0.01%
449,452
-236,461
RAPP
5088
Rapport Therapeutics
RAPP
$1.21B
$790K ﹤0.01%
69,463
-7,141
IMSR
5089
Terrestrial Energy
IMSR
$1.29B
$788K ﹤0.01%
70,969
+50,969
SURE icon
5090
AdvisorShares Insider Advantage ETF
SURE
$48.1M
$782K ﹤0.01%
6,658
-409
IDR icon
5091
Idaho Strategic Resources
IDR
$475M
$781K ﹤0.01%
59,676
+31,475
ALTS
5092
ALT5 Sigma
ALTS
$266M
$776K ﹤0.01%
107,150
+43,339
ERAS icon
5093
Erasca
ERAS
$658M
$774K ﹤0.01%
609,343
+31,105
CEV
5094
Eaton Vance California Municipal Income Trust
CEV
$72.2M
$773K ﹤0.01%
79,841
-5,578
QLD icon
5095
ProShares Ultra QQQ
QLD
$10.5B
$773K ﹤0.01%
6,564
+3,930
SLSR
5096
Solaris Resources
SLSR
$1.06B
$770K ﹤0.01%
168,131
+138,935
CTMX icon
5097
CytomX Therapeutics
CTMX
$665M
$770K ﹤0.01%
339,206
+278,622
MSTU
5098
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$565M
$767K ﹤0.01%
88,645
-9,846
BCML icon
5099
BayCom
BCML
$298M
$767K ﹤0.01%
27,665
-298
RGCO icon
5100
RGC Resources
RGCO
$218M
$765K ﹤0.01%
34,202
+560
202 203
204
205 206