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
GCTK icon
7051
GlucoTrack
GCTK
$4.68M
$2.64K ﹤0.01%
401
+400
NE.WS.A icon
7052
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$2.64K ﹤0.01%
331
CALC icon
7053
CalciMedica
CALC
$66.7M
$2.63K ﹤0.01%
856
CMND icon
7054
Clearmind Medicine
CMND
$163M
$2.63K ﹤0.01%
2,564
LTRN icon
7055
Lantern Pharma
LTRN
$37.7M
$2.61K ﹤0.01%
601
SHIM icon
7056
Shimmick
SHIM
$93.1M
$2.61K ﹤0.01%
1,000
USBC
7057
USBC Inc
USBC
$268M
$2.61K ﹤0.01%
1,947
-17,005
TRON
7058
Tron Inc
TRON
$411M
$2.6K ﹤0.01%
1,346
-132,235
STG
7059
Sunlands Technology
STG
$77.9M
$2.58K ﹤0.01%
323
MARB icon
7060
First Trust Merger Arbitrage ETF
MARB
$36M
$2.58K ﹤0.01%
+126
OPT
7061
DELISTED
Opthea Limited American Depositary Shares
OPT
$2.57K ﹤0.01%
765
FDIF icon
7062
Fidelity Disruptors ETF
FDIF
$99.4M
$2.56K ﹤0.01%
72
MNOV icon
7063
MediciNova
MNOV
$74.7M
$2.54K ﹤0.01%
+2,000
BBBS icon
7064
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
$178M
$2.53K ﹤0.01%
49
ASPSW
7065
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$14.1M
$2.52K ﹤0.01%
3,603
-184
MFUS icon
7066
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$212M
$2.51K ﹤0.01%
44
-57
HUBC icon
7067
Hub Cyber Security
HUBC
$11.4M
$2.5K ﹤0.01%
1,271
-100
RINF icon
7068
ProShares Inflation Expectations ETF
RINF
$18.2M
$2.49K ﹤0.01%
76
-17
HKD
7069
AMTD Digital
HKD
$424M
$2.47K ﹤0.01%
+1,372
EMHC icon
7070
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$230M
$2.45K ﹤0.01%
97
GENVR
7071
Gen Digital Inc Contingent Value Rights
GENVR
$2.44K ﹤0.01%
330
-340
CERY
7072
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$591M
$2.44K ﹤0.01%
85
HTAB icon
7073
Hartford Schroders Tax-Aware Bond ETF
HTAB
$321M
$2.4K ﹤0.01%
125
+8
AIM
7074
AIM ImmunoTech
AIM
$3.77M
$2.37K ﹤0.01%
863
+101
TACO
7075
Berto Acquisition Corp
TACO
$380M
$2.36K ﹤0.01%
227
281 282
283
284 285