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
NXTT icon
5226
Next Technology
NXTT
$68.5M
$606K ﹤0.01%
+263,657
IDN icon
5227
Intellicheck
IDN
$87.6M
$605K ﹤0.01%
112,284
+106,279
DSWL icon
5228
Deswell Industries
DSWL
$52.4M
$604K ﹤0.01%
226,582
+9,511
HOFT icon
5229
Hooker Furnishings Corp
HOFT
$97.7M
$602K ﹤0.01%
56,911
+17,645
FLBR icon
5230
Franklin FTSE Brazil ETF
FLBR
$228M
$600K ﹤0.01%
33,433
-1,909
JYNT icon
5231
The Joint Corp
JYNT
$120M
$600K ﹤0.01%
52,004
-1,951
SMTI icon
5232
Sanara MedTech
SMTI
$251M
$599K ﹤0.01%
21,113
+5,049
ESBA icon
5233
Empire State Realty Series ES
ESBA
$1.94B
$599K ﹤0.01%
76,131
+12,296
QTUM icon
5234
Defiance Quantum ETF
QTUM
$2.5B
$599K ﹤0.01%
6,524
+615
KMDA icon
5235
Kamada
KMDA
$384M
$599K ﹤0.01%
77,246
+74,792
SEER icon
5236
Seer Inc
SEER
$123M
$596K ﹤0.01%
278,579
-52,138
CRAK icon
5237
VanEck Oil Refiners ETF
CRAK
$29M
$595K ﹤0.01%
18,131
+17,820
STRV icon
5238
Strive 500 ETF
STRV
$1.04B
$594K ﹤0.01%
14,823
+11,359
OCGN icon
5239
Ocugen
OCGN
$447M
$594K ﹤0.01%
611,698
-231,699
AMPG icon
5240
AmpliTech
AMPG
$64.4M
$590K ﹤0.01%
278,206
+278,205
WBIY icon
5241
WBI Power FactorTM High Dividend ETF
WBIY
$54.7M
$590K ﹤0.01%
20,151
-1,021
PSCD icon
5242
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$19.1M
$588K ﹤0.01%
5,844
-8,409
INSG icon
5243
Inseego
INSG
$215M
$587K ﹤0.01%
71,219
+39,267
ESOA icon
5244
Energy Services of America
ESOA
$179M
$586K ﹤0.01%
58,973
-221,283
TPVG icon
5245
TriplePoint Venture Growth BDC
TPVG
$220M
$586K ﹤0.01%
83,601
-106,376
TSQ icon
5246
Townsquare Media
TSQ
$102M
$586K ﹤0.01%
74,040
-12,275
NEON icon
5247
Neonode
NEON
$47.3M
$584K ﹤0.01%
22,917
+16,605
NESR
5248
National Energy Services Reunited Corp
NESR
$1.23B
$582K ﹤0.01%
96,622
+48,696
SGDJ icon
5249
Sprott Junior Gold Miners ETF
SGDJ
$249M
$578K ﹤0.01%
11,626
+9,872
TMV icon
5250
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$177M
$577K ﹤0.01%
15,632
+11,149
208 209
210
211 212