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
SNGX icon
6926
Soligenix
SNGX
$16.6M
$4.43K ﹤0.01%
3,815
SFYX icon
6927
SoFi Next 500 ETF
SFYX
$26.4M
$4.41K ﹤0.01%
274
BTCT icon
6928
BTC Digital
BTCT
$17M
$4.4K ﹤0.01%
+1,600
KHYB icon
6929
KraneShares Asia Pacific High Income Bond ETF
KHYB
$17.1M
$4.36K ﹤0.01%
178
+1
CVM icon
6930
CEL-SCI Corp
CVM
$50.8M
$4.35K ﹤0.01%
473
-14
PCLA
6931
PicoCELA Inc
PCLA
$8.86M
$4.33K ﹤0.01%
9,771
+8,261
ATER icon
6932
Aterian
ATER
$7.72M
$4.33K ﹤0.01%
4,121
EBON icon
6933
Ebang International Holdings
EBON
$22M
$4.3K ﹤0.01%
955
TGE
6934
The Generation Essentials Group
TGE
$48.9M
$4.28K ﹤0.01%
+2,000
GYRO icon
6935
Gyrodyne
GYRO
$20.4M
$4.26K ﹤0.01%
426
FLMB icon
6936
Franklin Municipal Green Bond ETF
FLMB
$89.1M
$4.23K ﹤0.01%
178
DFGP icon
6937
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.06B
$4.22K ﹤0.01%
+76
GRAF
6938
Graf Global Corp
GRAF
$308M
$4.22K ﹤0.01%
400
BTAI icon
6939
BioXcel Therapeutics
BTAI
$44M
$4.2K ﹤0.01%
1,641
+61
TJGC
6940
TJGC Group Limited Ordinary Shares
TJGC
$12.5M
$4.2K ﹤0.01%
2,000
PRPH icon
6941
ProPhase Labs
PRPH
$5.3M
$4.2K ﹤0.01%
9,167
DDLS icon
6942
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$425M
$4.19K ﹤0.01%
100
TWNP
6943
Twin Hospitality Group
TWNP
$57.3M
$4.19K ﹤0.01%
1,021
-234
OST icon
6944
Ostin Technology Group
OST
$4.16K ﹤0.01%
2,455
-48,501
PODC icon
6945
PodcastOne
PODC
$64.3M
$4.16K ﹤0.01%
2,474
+6
RAIN
6946
Rain Enhancement Technologies
RAIN
$50.7M
$4.15K ﹤0.01%
+750
UDEC icon
6947
Innovator US Equity Ultra Buffer ETF December
UDEC
$237M
$4.11K ﹤0.01%
107
OESX icon
6948
Orion Energy Systems
OESX
$62.4M
$4.1K ﹤0.01%
468
-4,076
FTAG icon
6949
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$6.32M
$4.09K ﹤0.01%
158
+3
APLY icon
6950
YieldMax AAPL Option Income Strategy ETF
APLY
$145M
$4.09K ﹤0.01%
300
-399
276 277
278
279 280