Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Return 22.88%
 

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 Return
+12.57%
1 Year Return
+22.88%
3 Year Return
+89.49%
5 Year Return
+141.61%
10 Year Return
+350.22%
AUM
$2.27T
AUM Growth
+$1.29T
Cap. Flow
+$1.17T
Cap. Flow %
51.74%
Top 10 Hldgs %
18.36%
Holding
8,138
New
500
Increased
6,716
Reduced
344
Closed
266

Sector Composition

1 Technology 21.46%
2 Financials 10.26%
3 Healthcare 9.92%
4 Consumer Discretionary 9.08%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SOPA icon
6826
Society Pass
SOPA
$7.14M
$4.2K ﹤0.01%
933
+466
+100% +$2.1K
CLPS icon
6827
CLPS Inc
CLPS
$28.5M
$4.16K ﹤0.01%
4,000
+2,000
+100% +$2.08K
GTBP icon
6828
GT Biopharma
GTBP
$2.65M
$4.12K ﹤0.01%
539
+270
+100% +$2.06K
APVO icon
6829
Aptevo Therapeutics
APVO
$4.93M
$4.12K ﹤0.01%
+1
New +$4.12K
AZ icon
6830
A2Z Smart Technologies
AZ
$290M
$4.11K ﹤0.01%
1,200
+600
+100% +$2.06K
RZLT icon
6831
Rezolute
RZLT
$705M
$4.11K ﹤0.01%
4,142
+2,071
+100% +$2.06K
MLEC icon
6832
Moolec Science
MLEC
$13.5M
$4.08K ﹤0.01%
166
+83
+100% +$2.04K
VIAO
6833
DELISTED
VIA optronics AG American Depositary Shares, each representing one-fifth of an Ordinary Share
VIAO
$4.06K ﹤0.01%
5,200
+2,600
+100% +$2.03K
LPCN icon
6834
Lipocine
LPCN
$16.3M
$4.03K ﹤0.01%
1,444
+722
+100% +$2.01K
FMET icon
6835
Fidelity Metaverse ETF
FMET
$47.8M
$3.99K ﹤0.01%
+142
New +$3.99K
SRXH
6836
SRX Health Solutions, Inc.
SRXH
$10.1M
$3.98K ﹤0.01%
442
+203
+85% +$1.83K
DFND icon
6837
Siren DIVCON Dividend Defender ETF
DFND
$10.1M
$3.93K ﹤0.01%
106
+53
+100% +$1.97K
INTG icon
6838
InterGroup Corp
INTG
$41M
$3.93K ﹤0.01%
200
+94
+89% +$1.85K
CNVS icon
6839
Cineverse
CNVS
$66M
$3.92K ﹤0.01%
2,900
+1,450
+100% +$1.96K
IRIX icon
6840
IRIDEX
IRIX
$22.5M
$3.88K ﹤0.01%
1,380
+628
+84% +$1.77K
XCUR icon
6841
Exicure
XCUR
$23.6M
$3.8K ﹤0.01%
1,308
+635
+94% +$1.84K
YCBD.PRA
6842
DELISTED
cbdMD, Inc. 8.0% Series A Cumulative Convertible Preferred Stock
YCBD.PRA
$3.78K ﹤0.01%
5,400
+2,700
+100% +$1.89K
ELEV
6843
DELISTED
Elevation Oncology
ELEV
$3.68K ﹤0.01%
6,854
+3,427
+100% +$1.84K
AIRG icon
6844
Airgain
AIRG
$49.6M
$3.66K ﹤0.01%
1,028
-3,112
-75% -$11.1K
SYPR icon
6845
Sypris Solutions
SYPR
$44.9M
$3.65K ﹤0.01%
1,800
+900
+100% +$1.83K
MODD icon
6846
Modular Medical
MODD
$38.7M
$3.64K ﹤0.01%
2,000
+1,000
+100% +$1.82K
DGLY icon
6847
Digital Ally
DGLY
$3.28M
$3.62K ﹤0.01%
+1
New +$3.62K
MYND
6848
Mynd.ai
MYND
$35.1M
$3.59K ﹤0.01%
648
+288
+80% +$1.6K
ZTEK
6849
Zentek
ZTEK
$92.6M
$3.56K ﹤0.01%
3,300
+2,150
+187% +$2.32K
AKO.A icon
6850
Embotelladora Andina Series A
AKO.A
$3.09B
$3.56K ﹤0.01%
290
+145
+100% +$1.78K