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
SPAI
6976
Safe Pro Group Inc
SPAI
$73.4M
$3.54K ﹤0.01%
+505
HUDI icon
6977
Huadi International Group
HUDI
$18.6M
$3.54K ﹤0.01%
+2,600
XJUL icon
6978
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$49.5M
$3.53K ﹤0.01%
+92
WHWK
6979
Whitehawk Therapeutics
WHWK
$111M
$3.51K ﹤0.01%
1,849
-154
SOBR icon
6980
SOBR Safe
SOBR
$2.27M
$3.49K ﹤0.01%
1,001
+990
COEP icon
6981
Coeptis Therapeutics
COEP
$80.6M
$3.49K ﹤0.01%
+200
ISPO icon
6982
Inspirato
ISPO
$35.5M
$3.46K ﹤0.01%
1,168
-150
JFU
6983
9F Inc
JFU
$74.2M
$3.45K ﹤0.01%
1,310
XWEL icon
6984
XWELL
XWEL
$4.33M
$3.44K ﹤0.01%
3,480
XPL icon
6985
Solitario Resources
XPL
$61.7M
$3.44K ﹤0.01%
+4,921
SABSW icon
6986
SAB Biotherapeutics Warrant
SABSW
$230K
$3.43K ﹤0.01%
146,439
GVH icon
6987
Globavend
GVH
$4.64M
$3.37K ﹤0.01%
+735
RANI icon
6988
Rani Therapeutics
RANI
$141M
$3.37K ﹤0.01%
6,750
-270
NVNO icon
6989
enVVeno Medical
NVNO
$6.35M
$3.37K ﹤0.01%
3,720
-71,617
SLNG icon
6990
Stabilis Solutions
SLNG
$93.5M
$3.36K ﹤0.01%
770
TROO icon
6991
TROOPS Inc
TROO
$208M
$3.35K ﹤0.01%
2,594
-4,313
JTAI icon
6992
Jet.AI
JTAI
$5.25M
$3.34K ﹤0.01%
1,000
-8,808
MTEX icon
6993
Mannatech
MTEX
$15.9M
$3.32K ﹤0.01%
333
+331
SJB icon
6994
ProShares Short High Yield
SJB
$54.1M
$3.31K ﹤0.01%
215
-361
LIVE icon
6995
Live Ventures
LIVE
$48M
$3.31K ﹤0.01%
180
TELA icon
6996
TELA Bio
TELA
$50.3M
$3.31K ﹤0.01%
2,219
VVOS icon
6997
Vivos Therapeutics
VVOS
$18.2M
$3.3K ﹤0.01%
1,065
GOLY icon
6998
Strategy Shares Gold-Hedged Bond ETF
GOLY
$148M
$3.3K ﹤0.01%
100
-1
VAL.WS icon
6999
Valaris Ltd Warrants
VAL.WS
$166M
$3.29K ﹤0.01%
1,176
-1,523
XFIV icon
7000
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$361M
$3.27K ﹤0.01%
66
-1