Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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 +$2.4B
2 +$2.37B
3 +$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1 +$2.63B
2 +$2.46B
3 +$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HTOO icon
7176
Fusion Fuel Green
HTOO
$7.83M
$1.22K ﹤0.01%
273
-255
FRSX
7177
Foresight Autonomous Holdings
FRSX
$3.54M
$1.19K ﹤0.01%
563
-1
LOCL icon
7178
Local Bounti
LOCL
$34.5M
$1.15K ﹤0.01%
385
-2,103
SIM icon
7179
Grupo SIMEC
SIM
$4.99B
$1.15K ﹤0.01%
44
-88
DVLU icon
7180
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$43.8M
$1.13K ﹤0.01%
33
+32
ERX icon
7181
Direxion Daily Energy Bull 2X Shares
ERX
$297M
$1.13K ﹤0.01%
20
-1,483
EPSM
7182
Epsium Enterprise
EPSM
$18M
$1.07K ﹤0.01%
+100
CMBM icon
7183
Cambium Networks
CMBM
$33.6M
$1.06K ﹤0.01%
1,188
-3
MTNB icon
7184
Matinas BioPharma
MTNB
$4M
$1.06K ﹤0.01%
561
+417
DRIO icon
7185
DarioHealth
DRIO
$76.1M
$1.06K ﹤0.01%
+61
AWRE icon
7186
Aware
AWRE
$35.3M
$1.02K ﹤0.01%
423
-76,096
INTG icon
7187
InterGroup Corp
INTG
$65.2M
$1.01K ﹤0.01%
50
EMET
7188
VanEck Copper and Green Metals ETF
EMET
$37.5M
$1K ﹤0.01%
31
+1
AIIO
7189
Robo.ai Inc
AIIO
$41.7M
$982 ﹤0.01%
375
-608
TRPA
7190
Hartford AAA CLO ETF
TRPA
$105M
$975 ﹤0.01%
25
-1
DECU
7191
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$292M
$941 ﹤0.01%
+35
SSM
7192
Sono Group N.V.
SSM
$10.5M
$928 ﹤0.01%
+116
GELS
7193
Gelteq Ltd
GELS
$7.71M
$898 ﹤0.01%
+651
OMEX icon
7194
Odyssey Marine Exploration
OMEX
$84.7M
$887 ﹤0.01%
455
-3,736
SIMA
7195
SIM Acquisition Corp I
SIMA
$328M
$885 ﹤0.01%
84
+15
LPAA
7196
Launch One Acquisition Corp
LPAA
$308M
$882 ﹤0.01%
84
+15
LPBB
7197
Launch Two Acquisition Corp
LPBB
$878 ﹤0.01%
84
+15
SPRB
7198
Spruce Biosciences
SPRB
$62.3M
$878 ﹤0.01%
+98
GDEV icon
7199
GDEV Inc
GDEV
$290M
$875 ﹤0.01%
32
CARM
7200
DELISTED
Carisma Therapeutics
CARM
$873 ﹤0.01%
3,185