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
NACP icon
6851
Impact Shares NAACP Minority Empowerment ETF
NACP
$55.5M
$3.51K ﹤0.01%
102
-143
-58% -$4.92K
HUDI icon
6852
Huadi International Group
HUDI
$23.7M
$3.51K ﹤0.01%
1,154
+562
+95% +$1.71K
POL
6853
DELISTED
Polished.com Inc.
POL
$3.5K ﹤0.01%
580
-170
-23% -$1.03K
XOS icon
6854
Xos
XOS
$20.9M
$3.48K ﹤0.01%
436
-259
-37% -$2.07K
ELBM
6855
Electra Battery Materials
ELBM
$15.4M
$3.45K ﹤0.01%
2,364
+1,182
+100% +$1.73K
XBP icon
6856
XBP Global Holdings, Inc. Common Stock
XBP
$109M
$3.45K ﹤0.01%
+650
New +$3.45K
DXR icon
6857
Daxor
DXR
$55.4M
$3.36K ﹤0.01%
350
+175
+100% +$1.68K
CRGO icon
6858
Freightos
CRGO
$156M
$3.36K ﹤0.01%
+1,008
New +$3.36K
FPAY icon
6859
FlexShopper
FPAY
$16.9M
$3.34K ﹤0.01%
2,000
+1,000
+100% +$1.67K
GFAI icon
6860
Guardforce AI
GFAI
$24M
$3.29K ﹤0.01%
990
+495
+100% +$1.64K
NEOV icon
6861
NeoVolta
NEOV
$168M
$3.2K ﹤0.01%
2,000
+1,000
+100% +$1.6K
LILMW
6862
DELISTED
Lilium N.V. Warrants
LILMW
$3.2K ﹤0.01%
20,000
+10,000
+100% +$1.6K
CTHR
6863
DELISTED
Charles & Colvard Ltd
CTHR
$3.19K ﹤0.01%
779
+390
+100% +$1.6K
IINN icon
6864
Inspira Technologies Oxy
IINN
$35.7M
$3.19K ﹤0.01%
3,012
-1,487
-33% -$1.58K
TDW.WS
6865
DELISTED
Tidewater Inc.
TDW.WS
$3.18K ﹤0.01%
636
+318
+100% +$1.59K
TSRI
6866
DELISTED
TSR Inc. New
TSRI
$3.17K ﹤0.01%
350
+175
+100% +$1.59K
STRR
6867
DELISTED
Star Equity Holdings
STRR
$3.14K ﹤0.01%
600
+100
+20% +$523
INDP icon
6868
Indaptus Therapeutics
INDP
$3.13M
$3.11K ﹤0.01%
63
+26
+70% +$1.28K
SCNI
6869
Scinai Immunotherapeutics
SCNI
$2.39M
$3.08K ﹤0.01%
516
+288
+126% +$1.72K
WBIL icon
6870
WBI BullBear Quality 3000 ETF
WBIL
$33.3M
$3.07K ﹤0.01%
98
+50
+104% +$1.57K
MOLN
6871
Molecular Partners
MOLN
$140M
$3.07K ﹤0.01%
734
+367
+100% +$1.53K
LUCY icon
6872
Innovative Eyewear
LUCY
$8.83M
$3.04K ﹤0.01%
361
+181
+101% +$1.53K
CHIK
6873
DELISTED
Global X MSCI China Information Technology ETF
CHIK
$3.03K ﹤0.01%
200
+100
+100% +$1.51K
GIPR icon
6874
Generation Income Properties
GIPR
$5.25M
$3.03K ﹤0.01%
766
+755
+6,864% +$2.98K
HERD icon
6875
Pacer Cash Cows Fund of Funds ETF
HERD
$87.7M
$3.02K ﹤0.01%
80
+40
+100% +$1.51K