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
BTOC
6951
Armlogi Holding Corp
BTOC
$29.9M
$4.07K ﹤0.01%
+5,084
TCRT icon
6952
Alaunos Therapeutics
TCRT
$9.4M
$4.06K ﹤0.01%
1,684
-114
NAIL icon
6953
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$609M
$4.03K ﹤0.01%
54
-4,832
BCDA icon
6954
BioCardia
BCDA
$13.8M
$4K ﹤0.01%
3,105
CULP icon
6955
Culp
CULP
$46.8M
$3.94K ﹤0.01%
884
-632
CNF
6956
CNFinance Holdings
CNF
$40.3M
$3.92K ﹤0.01%
936
-10,182
GCTS.WS
6957
GCT Semiconductor Holding Warrants
GCTS.WS
$5.02M
$3.89K ﹤0.01%
20,734
UONE icon
6958
Urban One Class A
UONE
$51.7M
$3.88K ﹤0.01%
2,795
+2,000
TDTH
6959
Trident Digital Tech Holdings
TDTH
$51.7M
$3.88K ﹤0.01%
4,240
-5,900
MIGI icon
6960
Mawson Infrastructure Group
MIGI
$4.96M
$3.83K ﹤0.01%
9,122
FLN icon
6961
First Trust Latin America AlphaDEX Fund
FLN
$16M
$3.83K ﹤0.01%
178
UFG
6962
Uni-Fuels Holdings
UFG
$31.6M
$3.79K ﹤0.01%
457
-1,334
SNT
6963
Senstar Technologies
SNT
$74.2M
$3.79K ﹤0.01%
760
SIMS icon
6964
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.19M
$3.79K ﹤0.01%
89
-45
SPCX icon
6965
The SPAC and New Issue ETF
SPCX
$8.9M
$3.78K ﹤0.01%
151
+1
LNAI
6966
Lunai Bioworks
LNAI
$23.4M
$3.73K ﹤0.01%
2,623
-3,500
GSEP icon
6967
FT Vest US Equity Moderate Buffer ETF September
GSEP
$556M
$3.69K ﹤0.01%
+97
CAMX icon
6968
Cambiar Aggressive Value ETF
CAMX
$61.7M
$3.68K ﹤0.01%
118
FCLD icon
6969
Fidelity Cloud Computing ETF
FCLD
$87.9M
$3.67K ﹤0.01%
125
ZSPC
6970
zSpace Inc
ZSPC
$14.5M
$3.63K ﹤0.01%
3,701
+541
WLAC
6971
Willow Lane Acquisition Corp
WLAC
$197M
$3.63K ﹤0.01%
313
+255
CARV
6972
DELISTED
Carver Bancorp
CARV
$3.6K ﹤0.01%
1,500
SCYB icon
6973
Schwab High Yield Bond ETF
SCYB
$1.95B
$3.6K ﹤0.01%
134
+49
XOMO icon
6974
YieldMax XOM Option Income Strategy ETF
XOMO
$42.5M
$3.6K ﹤0.01%
300
FLNT
6975
Fluent
FLNT
$62.9M
$3.56K ﹤0.01%
1,602
-1,459
277 278
279
280 281