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
VOR icon
5701
Vor Biopharma
VOR
$274M
$217K ﹤0.01%
4,456
+4,431
JMEE icon
5702
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.15B
$214K ﹤0.01%
3,379
-463
RSKD icon
5703
Riskified
RSKD
$757M
$214K ﹤0.01%
45,683
+27,439
SPCB icon
5704
SuperCom
SPCB
$43.8M
$213K ﹤0.01%
17,709
+17,702
NXGL icon
5705
NexGel
NXGL
$13.6M
$213K ﹤0.01%
87,104
-34,450
MURA
5706
DELISTED
Mural Oncology
MURA
$211K ﹤0.01%
102,173
+81,551
QIPT
5707
Quipt Home Medical
QIPT
$113M
$211K ﹤0.01%
80,947
+2,870
DFSD icon
5708
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.77B
$211K ﹤0.01%
4,369
+4,327
STRO icon
5709
Sutro Biopharma
STRO
$83.7M
$210K ﹤0.01%
241,885
-16,710
TLSA icon
5710
Tiziana Life Sciences
TLSA
$212M
$210K ﹤0.01%
97,102
+23,831
KG
5711
Kestrel Group
KG
$80.3M
$210K ﹤0.01%
7,678
+1,059
PAL
5712
Proficient Auto Logistics
PAL
$277M
$209K ﹤0.01%
30,339
-9,319
SFY icon
5713
SoFi Select 500 ETF
SFY
$559M
$208K ﹤0.01%
1,610
+96
NSPR icon
5714
InspireMD
NSPR
$82.6M
$207K ﹤0.01%
86,011
-8,130
OPPE
5715
WisdomTree European Opportunities Fund
OPPE
$187M
$207K ﹤0.01%
4,233
+740
RPT
5716
Rithm Property Trust
RPT
$127M
$207K ﹤0.01%
82,010
-71,254
IMDX
5717
Insight Molecular Diagnostics
IMDX
$149M
$207K ﹤0.01%
62,208
CURV icon
5718
Torrid Holdings
CURV
$102M
$206K ﹤0.01%
117,871
+74,277
NEN icon
5719
New England Realty Associates
NEN
$231M
$206K ﹤0.01%
2,874
AMTX icon
5720
Aemetis
AMTX
$96.4M
$206K ﹤0.01%
91,566
-20,719
SFBC icon
5721
Sound Financial Bancorp
SFBC
$107M
$205K ﹤0.01%
4,461
+1,003
OZ icon
5722
Belpointe PREP
OZ
$240M
$204K ﹤0.01%
3,195
-28
EML icon
5723
Eastern Company
EML
$122M
$204K ﹤0.01%
8,714
-2,326
EPR.PRE icon
5724
EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
$104M
$204K ﹤0.01%
6,470
PMAR icon
5725
Innovator US Equity Power Buffer ETF March
PMAR
$614M
$204K ﹤0.01%
4,644
227 228
229
230 231