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
SPXU icon
7176
ProShares UltraPro Short S&P 500
SPXU
$491M
$1.23K ﹤0.01%
23
-1,819
HTOO icon
7177
Fusion Fuel Green
HTOO
$7.89M
$1.22K ﹤0.01%
273
-255
FRSX
7178
Foresight Autonomous Holdings
FRSX
$6.34M
$1.19K ﹤0.01%
563
-1
LOCL icon
7179
Local Bounti
LOCL
$57.2M
$1.15K ﹤0.01%
385
-2,103
SIM icon
7180
Grupo SIMEC
SIM
$1.15K ﹤0.01%
44
-88
DVLU icon
7181
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$34.2M
$1.13K ﹤0.01%
33
+32
ERX icon
7182
Direxion Daily Energy Bull 2X Shares
ERX
$222M
$1.13K ﹤0.01%
20
-1,483
EPSM
7183
Epsium Enterprise
EPSM
$34.8M
$1.07K ﹤0.01%
+100
CMBM icon
7184
Cambium Networks
CMBM
$49.4M
$1.06K ﹤0.01%
1,188
-3
MTNB icon
7185
Matinas BioPharma
MTNB
$5.06M
$1.06K ﹤0.01%
561
+417
DRIO icon
7186
DarioHealth
DRIO
$80.5M
$1.06K ﹤0.01%
+61
AWRE icon
7187
Aware
AWRE
$45.1M
$1.02K ﹤0.01%
423
-76,096
INTG icon
7188
InterGroup Corp
INTG
$62M
$1.01K ﹤0.01%
50
GMET icon
7189
VanEck Green Metals ETF
GMET
$26.4M
$1K ﹤0.01%
31
+1
AIIO
7190
Robo.ai Inc
AIIO
$181M
$982 ﹤0.01%
375
-608
TRPA
7191
Hartford AAA CLO ETF
TRPA
$105M
$975 ﹤0.01%
25
-1
DECU
7192
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$279M
$941 ﹤0.01%
+35
SSM
7193
Sono Group N.V.
SSM
$9.67M
$928 ﹤0.01%
+116
GELS
7194
Gelteq Ltd
GELS
$10.8M
$898 ﹤0.01%
+651
OMEX icon
7195
Odyssey Marine Exploration
OMEX
$131M
$887 ﹤0.01%
455
-3,736
SIMA
7196
SIM Acquisition Corp I
SIMA
$324M
$885 ﹤0.01%
84
+15
LPAA
7197
Launch One Acquisition Corp
LPAA
$303M
$882 ﹤0.01%
84
+15
LPBB
7198
Launch Two Acquisition Corp
LPBB
$301M
$878 ﹤0.01%
84
+15
SPRB
7199
Spruce Biosciences, Inc. Common Stock
SPRB
$89.3M
$878 ﹤0.01%
+98
GDEV icon
7200
GDEV Inc
GDEV
$302M
$875 ﹤0.01%
32
286 287
288
289 290