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
MCGAU
5601
Yorkville Acquisition Corp Unit
MCGAU
$158M
$277K ﹤0.01%
25,112
+20,000
GANX icon
5602
Gain Therapeutics
GANX
$111M
$276K ﹤0.01%
155,675
+79,163
SEIM icon
5603
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.05B
$273K ﹤0.01%
6,024
-200
IMPP icon
5604
Imperial Petroleum
IMPP
$139M
$273K ﹤0.01%
57,169
+11,114
ALTS
5605
ALT5 Sigma
ALTS
$164M
$272K ﹤0.01%
101,266
-5,884
BHV icon
5606
BlackRock Virginia Muni Bond Trust
BHV
$17M
$272K ﹤0.01%
25,166
-299
SRBK icon
5607
SR Bancorp
SRBK
$130M
$272K ﹤0.01%
18,035
-1,647
NCTY
5608
The9 Ltd
NCTY
$116M
$271K ﹤0.01%
25,523
-27,124
NEON icon
5609
Neonode
NEON
$33.7M
$271K ﹤0.01%
77,622
+54,705
TNYA icon
5610
Tenaya Therapeutics
TNYA
$152M
$271K ﹤0.01%
167,089
+51,210
JMM icon
5611
Nuveen Multi-Market Income Fund
JMM
$57.2M
$270K ﹤0.01%
42,998
-4,575
WALD icon
5612
Waldencast
WALD
$240M
$270K ﹤0.01%
136,330
+60,163
TBN
5613
Tamboran Resources
TBN
$526M
$269K ﹤0.01%
9,831
+2,153
SNWV
5614
SANUWAVE Health Inc
SNWV
$277M
$268K ﹤0.01%
7,163
-2,260
NVDS icon
5615
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$160M
$268K ﹤0.01%
+8,067
QVCGA
5616
QVC Group Inc Series A
QVCGA
$101M
$267K ﹤0.01%
19,818
+1,457
OPAL icon
5617
OPAL Fuels
OPAL
$59.7M
$267K ﹤0.01%
121,184
+63,818
ABTC
5618
American Bitcoin Corp
ABTC
$1.65B
$266K ﹤0.01%
39,529
+29,762
ACIU icon
5619
AC Immune
ACIU
$305M
$266K ﹤0.01%
92,033
+19,138
MRBK icon
5620
Meridian
MRBK
$206M
$265K ﹤0.01%
16,800
-25,623
BRLT icon
5621
Brilliant Earth
BRLT
$27.5M
$265K ﹤0.01%
127,816
+102,564
PFUT icon
5622
Putnam Sustainable Future ETF
PFUT
$395M
$264K ﹤0.01%
+10,196
REI icon
5623
Ring Energy
REI
$177M
$264K ﹤0.01%
241,888
+25,520
SVAL icon
5624
iShares US Small Cap Value Factor ETF
SVAL
$64.9M
$264K ﹤0.01%
7,865
RBLD icon
5625
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$18.7M
$263K ﹤0.01%
3,482
-618
223 224
225
226 227