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
FCEL icon
5151
FuelCell Energy
FCEL
$239M
$693K ﹤0.01%
123,575
-16,252
AAAU icon
5152
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.01B
$693K ﹤0.01%
21,208
+6,743
THM
5153
International Tower Hill Mines
THM
$333M
$691K ﹤0.01%
807,789
+384,476
KMTS
5154
Kestra Medical Technologies
KMTS
$1.37B
$690K ﹤0.01%
41,642
+36,854
UGL icon
5155
ProShares Ultra Gold
UGL
$846M
$690K ﹤0.01%
19,915
-163,085
PLG
5156
Platinum Group Metals
PLG
$223M
$689K ﹤0.01%
450,197
+231,618
USAR
5157
USA Rare Earth Inc
USAR
$1.86B
$688K ﹤0.01%
62,827
+56,022
ALLO icon
5158
Allogene Therapeutics
ALLO
$246M
$688K ﹤0.01%
608,969
-1,744,132
TSBK icon
5159
Timberland Bancorp
TSBK
$256M
$686K ﹤0.01%
21,991
+1,954
CLBR
5160
DELISTED
Colombier Acquisition Corp II
CLBR
$686K ﹤0.01%
44,380
+23,649
LAW icon
5161
CS Disco
LAW
$370M
$686K ﹤0.01%
157,002
+80,292
PLX icon
5162
Protalix BioTherapeutics
PLX
$187M
$684K ﹤0.01%
462,043
+378,485
TCX icon
5163
Tucows
TCX
$207M
$683K ﹤0.01%
34,643
-4,495
TNXP icon
5164
Tonix Pharmaceuticals
TNXP
$201M
$681K ﹤0.01%
18,928
+16,251
OTLK icon
5165
Outlook Therapeutics
OTLK
$53.7M
$681K ﹤0.01%
425,599
+386,125
MBCN icon
5166
Middlefield Banc Corp
MBCN
$265M
$679K ﹤0.01%
22,565
+9,375
ARB icon
5167
AltShares Merger Arbitrage ETF
ARB
$87.7M
$679K ﹤0.01%
23,829
-1,786
IMRX icon
5168
Immuneering
IMRX
$403M
$678K ﹤0.01%
201,094
-266,132
HLLY icon
5169
Holley
HLLY
$353M
$677K ﹤0.01%
338,614
-183,257
JHS
5170
John Hancock Income Securities Trust
JHS
$134M
$677K ﹤0.01%
59,985
-11,607
ONIT
5171
Onity Group
ONIT
$315M
$674K ﹤0.01%
17,662
+5,239
MTBA icon
5172
Simplify MBS ETF
MTBA
$1.5B
$672K ﹤0.01%
13,412
+1,431
REFI
5173
Chicago Atlantic Real Estate Finance
REFI
$272M
$671K ﹤0.01%
48,063
-13,611
GAU
5174
Galiano Gold
GAU
$594M
$669K ﹤0.01%
527,095
+367,157
NOA
5175
North American Construction
NOA
$413M
$668K ﹤0.01%
41,777
-5,944
205 206
207
208 209