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
RDNW
5626
RideNow Group
RDNW
$215M
$263K ﹤0.01%
59,687
-18,938
EEX icon
5627
Emerald Holding
EEX
$957M
$263K ﹤0.01%
51,581
-16,789
ALM
5628
Almonty Industries
ALM
$2.26B
$262K ﹤0.01%
+43,502
MJ icon
5629
Amplify Alternative Harvest ETF
MJ
$164M
$262K ﹤0.01%
7,014
+1,138
BDTX icon
5630
Black Diamond Therapeutics
BDTX
$146M
$262K ﹤0.01%
69,138
-21,180
AFRI icon
5631
Forafric Global
AFRI
$298M
$262K ﹤0.01%
30,126
+5,880
AISP
5632
Airship AI Holdings
AISP
$106M
$261K ﹤0.01%
50,445
-31,554
AMBQ
5633
Ambiq Micro
AMBQ
$586M
$261K ﹤0.01%
+8,711
GTLS.PRB
5634
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$260K ﹤0.01%
3,663
-732,280
ATHE
5635
Alterity Therapeutics
ATHE
$56M
$258K ﹤0.01%
68,682
+10,381
QLTY icon
5636
GMO US Quality ETF
QLTY
$2.97B
$258K ﹤0.01%
7,121
EPHE icon
5637
iShares MSCI Philippines ETF
EPHE
$106M
$258K ﹤0.01%
10,368
+146
SERA icon
5638
Sera Prognostics
SERA
$135M
$257K ﹤0.01%
84,014
-7,368
GSEU icon
5639
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$119M
$257K ﹤0.01%
5,875
-9
BBLU icon
5640
EA Bridgeway Blue Chip ETF
BBLU
$349M
$256K ﹤0.01%
17,016
+1,928
CHGX icon
5641
AXS Change Finance ESG ETF
CHGX
$136M
$255K ﹤0.01%
9,357
ABOS icon
5642
Acumen Pharmaceuticals
ABOS
$134M
$255K ﹤0.01%
149,401
-4,347
HUSV icon
5643
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$90.9M
$255K ﹤0.01%
6,403
-978
GNLX icon
5644
Genelux
GNLX
$161M
$255K ﹤0.01%
60,644
+4,134
RSST icon
5645
Return Stacked US Stocks & Managed Futures ETF
RSST
$315M
$254K ﹤0.01%
9,598
+300
UP icon
5646
Wheels Up
UP
$480M
$252K ﹤0.01%
137,096
-38,452
IMMX icon
5647
Immix Biopharma
IMMX
$316M
$252K ﹤0.01%
120,670
-4,249
CLLS
5648
Cellectis
CLLS
$467M
$250K ﹤0.01%
87,675
-5,120
USVM icon
5649
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.19B
$250K ﹤0.01%
2,758
-3,993
NORW icon
5650
Global X MSCI Norway ETF
NORW
$57.3M
$250K ﹤0.01%
8,263
-1
224 225
226
227 228