Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZOOZ
5476
ZOOZ Strategy Ltd
ZOOZ
$64.8M
$380K ﹤0.01%
+177,430
TNXP icon
5477
Tonix Pharmaceuticals
TNXP
$201M
$379K ﹤0.01%
15,675
-3,253
CHRS icon
5478
Coherus Oncology
CHRS
$164M
$378K ﹤0.01%
230,357
+18,342
CSB icon
5479
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$249M
$377K ﹤0.01%
6,367
-112
SHAG icon
5480
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$77M
$376K ﹤0.01%
7,835
-90
LWLG icon
5481
Lightwave Logic
LWLG
$435M
$375K ﹤0.01%
101,200
-36,292
MRSN icon
5482
Mersana Therapeutics
MRSN
$145M
$375K ﹤0.01%
48,327
+34,023
TSQ icon
5483
Townsquare Media
TSQ
$87.2M
$374K ﹤0.01%
55,678
-18,362
SMMV icon
5484
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$297M
$372K ﹤0.01%
8,645
-3,497
RFEU icon
5485
First Trust RiverFront Dynamic Europe ETF
RFEU
$7.43M
$371K ﹤0.01%
5,229
+1
IAUX
5486
i-80 Gold Corp
IAUX
$1.27B
$368K ﹤0.01%
385,067
-31,477
STXS icon
5487
Stereotaxis
STXS
$218M
$366K ﹤0.01%
117,728
-65,294
ZENA
5488
ZenaTech Inc
ZENA
$141M
$366K ﹤0.01%
76,204
+54,447
EPIX
5489
DELISTED
ESSA Pharma
EPIX
$364K ﹤0.01%
1,904,061
-2,305,609
SKIN icon
5490
The Beauty Health Co
SKIN
$195M
$361K ﹤0.01%
181,599
-44,485
IHY icon
5491
VanEck International High Yield Bond ETF
IHY
$48.5M
$361K ﹤0.01%
16,322
+2,633
ATOM icon
5492
Atomera
ATOM
$73.8M
$361K ﹤0.01%
81,572
-259,978
GPRF
5493
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
GPRF
$188M
$360K ﹤0.01%
+7,003
PRNT icon
5494
The 3D Printing ETF
PRNT
$74.3M
$359K ﹤0.01%
15,440
+1,271
MPU icon
5495
Mega Matrix
MPU
$75.3M
$358K ﹤0.01%
298,249
+298,064
NWFL icon
5496
Norwood Financial Corp
NWFL
$275M
$358K ﹤0.01%
14,077
-6,411
VLN icon
5497
Valens Semiconductor
VLN
$153M
$357K ﹤0.01%
199,696
-9,254
PXJ icon
5498
Invesco Oil & Gas Services ETF
PXJ
$26.5M
$357K ﹤0.01%
13,123
-654
UNB icon
5499
Union Bankshares
UNB
$109M
$357K ﹤0.01%
14,418
-3,723
CCO icon
5500
Clear Channel Outdoor Holdings
CCO
$1.01B
$356K ﹤0.01%
225,488
-97,073
218 219
220
221 222