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
NTZ
5526
Natuzzi
NTZ
$24.8M
$338K ﹤0.01%
105,066
-1,300
CMDY icon
5527
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$268M
$338K ﹤0.01%
6,431
+68
SCM icon
5528
Stellus Capital Investment Corp
SCM
$364M
$336K ﹤0.01%
25,763
-122,899
AREC icon
5529
American Resources Corp
AREC
$235M
$335K ﹤0.01%
124,041
+81,156
CMU
5530
MFS High Yield Municipal Trust
CMU
$88.5M
$334K ﹤0.01%
96,371
-1,988
CZFS icon
5531
Citizens Financial Services
CZFS
$283M
$333K ﹤0.01%
5,531
-3,685
TUSK icon
5532
Mammoth Energy Services
TUSK
$89.2M
$333K ﹤0.01%
145,300
-39,960
JPEF icon
5533
JPMorgan Equity Focus ETF
JPEF
$1.59B
$333K ﹤0.01%
4,489
+4,454
FISR icon
5534
State Street Fixed Income Sector Rotation ETF
FISR
$354M
$331K ﹤0.01%
+12,722
AVR
5535
Anteris Technologies
AVR
$204M
$331K ﹤0.01%
73,608
+2,181
PTNM
5536
Pitanium Ltd
PTNM
$327K ﹤0.01%
+26,764
RDCM icon
5537
Radcom
RDCM
$220M
$327K ﹤0.01%
22,538
+2,554
BBDO icon
5538
Banco Bradesco
BBDO
$31.2B
$325K ﹤0.01%
111,002
+23,281
FFLG icon
5539
Fidelity Fundamental Large Cap Growth ETF
FFLG
$520M
$324K ﹤0.01%
11,001
+1,594
BFIN icon
5540
BankFinancial
BFIN
$158M
$324K ﹤0.01%
26,922
-15,743
MYPS icon
5541
PLAYSTUDIOS Inc
MYPS
$83M
$324K ﹤0.01%
336,457
-408,136
TIXT
5542
DELISTED
TELUS International
TIXT
$324K ﹤0.01%
72,213
-678,962
SWZ
5543
Swiss Helvetia Fund
SWZ
$80.3M
$323K ﹤0.01%
53,151
-3,284
SIFY
5544
Sify Technologies
SIFY
$822M
$323K ﹤0.01%
23,654
-25,513
XBIT icon
5545
XBiotech
XBIT
$76.2M
$323K ﹤0.01%
121,453
+35,648
CLAR icon
5546
Clarus
CLAR
$130M
$322K ﹤0.01%
91,947
-33,777
SDS icon
5547
ProShares UltraShort S&P500
SDS
$381M
$321K ﹤0.01%
4,444
+2,817
NNNN
5548
Anbio Biotechnology
NNNN
$1.42B
$321K ﹤0.01%
8,610
+8,210
TMFG icon
5549
Motley Fool Global Opportunities ETF
TMFG
$375M
$320K ﹤0.01%
10,690
-604
HYMC icon
5550
Hycroft Mining Holding Corp
HYMC
$1.33B
$319K ﹤0.01%
51,394
+46,224
220 221
222
223 224