Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year 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 Return
+1.79%
1 Year Return
+22.88%
3 Year Return
+89.49%
5 Year Return
+141.61%
10 Year Return
+350.22%
AUM
$198B
AUM Growth
Cap. Flow
+$198B
Cap. Flow %
99.99%
Top 10 Hldgs %
11.77%
Holding
5,318
New
5,313
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.72%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WYY icon
5126
WidePoint Corp
WYY
$48.8M
$22K ﹤0.01%
+2,650
New +$22K
AUMN
5127
DELISTED
Golden Minerals Company
AUMN
$22K ﹤0.01%
+631
New +$22K
WTT
5128
DELISTED
Wireless Telecom Group, Inc.
WTT
$22K ﹤0.01%
+15,504
New +$22K
AZC
5129
DELISTED
AUGUSTA RESOURCE CORP
AZC
$22K ﹤0.01%
+10,251
New +$22K
CRDC
5130
DELISTED
CARDICA INC COM NEW (DE)
CRDC
$20K ﹤0.01%
+1,766
New +$20K
NPD
5131
DELISTED
CHINA NEPSTAR CHAIN DRUGSTORE LTD. COM
NPD
$19K ﹤0.01%
+12,335
New +$19K
ECTY
5132
DELISTED
ECOTALITY INC COMMON STOCK (NV)
ECTY
$19K ﹤0.01%
+12,256
New +$19K
ERN
5133
DELISTED
Erin Energy Corp
ERN
$17K ﹤0.01%
+12,129
New +$17K
THMO
5134
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
$16K ﹤0.01%
+1
New +$16K
OSN
5135
DELISTED
Ossen Innovation Co., Ltd.
OSN
$16K ﹤0.01%
+7,761
New +$16K
BAC.WS.B
5136
DELISTED
Bank Of America Corporation Ws B
BAC.WS.B
$15K ﹤0.01%
+19,800
New +$15K
OSH
5137
DELISTED
ORCHARD SUPPLY HARDWARE STORES CLASS A COM STK
OSH
$15K ﹤0.01%
+50,784
New +$15K
XIDE
5138
DELISTED
EXIDE TECHNOLOGIES NEW COM
XIDE
$15K ﹤0.01%
+118,302
New +$15K
SPCHA
5139
DELISTED
SPORT CHALET INC CL A
SPCHA
$14K ﹤0.01%
+11,314
New +$14K
SSN
5140
DELISTED
Samson Oil & Gas Limited
SSN
$14K ﹤0.01%
+3,300
New +$14K
GPL
5141
DELISTED
Great Panther Mining Limited
GPL
$13K ﹤0.01%
+1,772
New +$13K
ATRM
5142
DELISTED
ATRM HOLDINGS INC COMMON STOCK
ATRM
$13K ﹤0.01%
+2,400
New +$13K
SMSI icon
5143
Smith Micro Software
SMSI
$15.3M
$11K ﹤0.01%
+333
New +$11K
SSKN icon
5144
Strata Skin Sciences
SSKN
$7.09M
$11K ﹤0.01%
+23
New +$11K
THM
5145
International Tower Hill Mines
THM
$297M
$11K ﹤0.01%
+16,873
New +$11K
LSG
5146
DELISTED
LAKE SHORE GOLD CORP
LSG
$10K ﹤0.01%
+34,336
New +$10K
LIME
5147
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$10K ﹤0.01%
+2,143
New +$10K
PLM
5148
DELISTED
PolyMet Mining Corp.
PLM
$9K ﹤0.01%
+1,350
New +$9K
CRESW
5149
DELISTED
CRESUD S.A.C.I.F. YA WTS ON SHS
CRESW
$8K ﹤0.01%
+247,840
New +$8K
XTNT icon
5150
Xtant Medical Holdings
XTNT
$79.5M
$6K ﹤0.01%
+106
New +$6K