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
UONEK icon
7101
Urban One Class D
UONEK
$38.4M
$2.09K ﹤0.01%
3,000
ANGH icon
7102
Anghami
ANGH
$16.5M
$2.09K ﹤0.01%
707
-1
BGLD icon
7103
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
$69.1M
$2.08K ﹤0.01%
87
ASPSZ
7104
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$9.86M
$2.08K ﹤0.01%
3,587
-217
JULJ icon
7105
Innovator Premium Income 30 Barrier ETF July
JULJ
$17.7M
$2.07K ﹤0.01%
+83
GTEN
7106
Gores Holdings X
GTEN
$464M
$2.04K ﹤0.01%
200
+117
IAUM icon
7107
iShares Gold Trust Micro
IAUM
$5.9B
$2.04K ﹤0.01%
+53
CLPS icon
7108
CLPS Inc
CLPS
$26.2M
$2.04K ﹤0.01%
2,000
FISK
7109
Empire State Realty OP LP Series 250
FISK
$1.85B
$2.02K ﹤0.01%
300
-1
XTRE icon
7110
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$206M
$1.99K ﹤0.01%
40
CODX icon
7111
Co-Diagnostics
CODX
$16.4M
$1.99K ﹤0.01%
5,793
-159
OSTX
7112
OS Therapies Inc
OSTX
$58.8M
$1.96K ﹤0.01%
1,000
+260
AQMS icon
7113
Aqua Metals
AQMS
$18M
$1.96K ﹤0.01%
306
-5
GSRT
7114
DELISTED
GSR III Acquisition Corp
GSRT
$1.96K ﹤0.01%
189
+115
RMCF icon
7115
Rocky Mountain Chocolate Factory
RMCF
$12.2M
$1.95K ﹤0.01%
1,224
YMAX icon
7116
YieldMax Universe Fund of Option Income ETFs
YMAX
$729M
$1.94K ﹤0.01%
151
-3,787
NCSM icon
7117
NCS Multistage Holdings
NCSM
$110M
$1.94K ﹤0.01%
38
-20
HFSI
7118
Hartford Strategic Income ETF
HFSI
$339M
$1.94K ﹤0.01%
54
+45
MNY icon
7119
MoneyHero
MNY
$56.7M
$1.94K ﹤0.01%
1,353
-260
NINE icon
7120
Nine Energy Service
NINE
$14M
$1.93K ﹤0.01%
3,049
-4,890
WATT icon
7121
Energous
WATT
$10.9M
$1.91K ﹤0.01%
248
+93
CHR icon
7122
Cheer Holding
CHR
$3.41M
$1.88K ﹤0.01%
2,780
-800
BAFN icon
7123
BayFirst Financial Corp
BAFN
$32.7M
$1.88K ﹤0.01%
179
+178
SYBX icon
7124
Synlogic
SYBX
$12.3M
$1.83K ﹤0.01%
1,095
-30
KSCP icon
7125
Knightscope
KSCP
$55.6M
$1.79K ﹤0.01%
311
283 284
285
286 287