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
STXS icon
5426
Stereotaxis
STXS
$252M
$388K ﹤0.01%
183,022
-19,778
SNDA icon
5427
Sonida Senior Living
SNDA
$534M
$388K ﹤0.01%
15,544
+2,092
POCI icon
5428
Precision Optics
POCI
$32M
$387K ﹤0.01%
79,081
+38,026
GQRE icon
5429
FlexShares Global Quality Real Estate Index Fund
GQRE
$368M
$387K ﹤0.01%
6,482
-1,878
NAII icon
5430
Natural Alternatives International
NAII
$17.2M
$385K ﹤0.01%
117,500
+23,950
LABU icon
5431
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$949M
$385K ﹤0.01%
6,764
-3,268
BELFA icon
5432
Bel Fuse Inc Class A
BELFA
$1.72B
$384K ﹤0.01%
4,275
+779
WHG icon
5433
Westwood Holdings Group
WHG
$156M
$379K ﹤0.01%
24,323
+5,757
SHAG icon
5434
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$76.8M
$379K ﹤0.01%
7,925
-2,192
PFIG icon
5435
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$88.3M
$378K ﹤0.01%
15,703
-167
CCO icon
5436
Clear Channel Outdoor Holdings
CCO
$880M
$377K ﹤0.01%
322,561
-530,117
NB
5437
NioCorp Developments
NB
$693M
$377K ﹤0.01%
161,872
+115,342
EPSN icon
5438
Epsilon Energy
EPSN
$106M
$376K ﹤0.01%
51,003
+39,185
FTHI icon
5439
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.59B
$375K ﹤0.01%
16,419
-163
CRT
5440
Cross Timbers Royalty Trust
CRT
$46M
$374K ﹤0.01%
37,852
+15,701
FHTX icon
5441
Foghorn Therapeutics
FHTX
$217M
$374K ﹤0.01%
79,553
+10,082
DERM icon
5442
Journey Medical
DERM
$238M
$373K ﹤0.01%
51,914
+37,721
BBCP icon
5443
Concrete Pumping Holdings
BBCP
$326M
$372K ﹤0.01%
60,563
+273
ALTI icon
5444
AlTi Global
ALTI
$403M
$371K ﹤0.01%
89,507
+19,975
MGX icon
5445
Metagenomi
MGX
$84.1M
$370K ﹤0.01%
250,187
+56,434
BPRN icon
5446
Princeton Bancorp
BPRN
$222M
$370K ﹤0.01%
12,117
+3,248
CTNM
5447
Contineum Therapeutics
CTNM
$313M
$369K ﹤0.01%
92,902
+35,745
NVA
5448
Nova Minerals Ltd
NVA
$45.1M
$368K ﹤0.01%
29,300
-274
UOCT icon
5449
Innovator US Equity Ultra Buffer ETF October
UOCT
$140M
$368K ﹤0.01%
10,000
IVVD icon
5450
Invivyd
IVVD
$317M
$367K ﹤0.01%
513,449
-227,673
216 217
218
219 220