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
PSFE.WS
7251
DELISTED
Paysafe Ltd Warrants
PSFE.WS
$652 ﹤0.01%
35,219
PRHI
7252
Presurance Holdings
PRHI
$12.5M
$645 ﹤0.01%
529
GGLL icon
7253
Direxion Daily GOOGL Bull 2X Shares
GGLL
$1.06B
$631 ﹤0.01%
+10
UG icon
7254
United-Guardian
UG
$27.6M
$629 ﹤0.01%
80
TACH
7255
Titan Acquisition Corp
TACH
$627 ﹤0.01%
62
-2
CGCT
7256
Cartesian Growth Corp III
CGCT
$623 ﹤0.01%
62
-2
VANI icon
7257
Vivani Medical
VANI
$98.5M
$619 ﹤0.01%
439
+13
CCM
7258
Concord Medical Services
CCM
$19.8M
$614 ﹤0.01%
100
SVII
7259
DELISTED
Spring Valley Acquisition Corp II
SVII
$613 ﹤0.01%
49
+5
HIND
7260
Vyome Holdings
HIND
$23.1M
$611 ﹤0.01%
+118
RISN icon
7261
Inspire Capital Appreciation ETF
RISN
$90.5M
$608 ﹤0.01%
20
+15
LABD icon
7262
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$78.6M
$607 ﹤0.01%
15
-404
CASI icon
7263
CASI Pharmaceuticals
CASI
$17.9M
$606 ﹤0.01%
365
TOK icon
7264
iShares MSCI Kokusai Fund
TOK
$228M
$601 ﹤0.01%
4
RBNE
7265
Robin Energy Ltd
RBNE
$10.9M
$599 ﹤0.01%
461
-2,168
GPAT
7266
GP-Act III Acquisition Corp
GPAT
$594 ﹤0.01%
56
-79
ALF
7267
Centurion Acquisition Corp
ALF
$382M
$591 ﹤0.01%
56
-79
MBAV
7268
M3-Brigade Acquisition V Corp
MBAV
$388M
$591 ﹤0.01%
56
-65
CLDI icon
7269
Calidi Biotherapeutics
CLDI
$9.53M
$588 ﹤0.01%
387
+227
ARTW icon
7270
Arts-Way Manufacturing Co
ARTW
$11.4M
$587 ﹤0.01%
236
DEHP icon
7271
Dimensional Emerging Markets High Profitability ETF
DEHP
$305M
$587 ﹤0.01%
+19
STKE
7272
Sol Strategies Inc
STKE
$57.3M
$586 ﹤0.01%
+135
IONX
7273
Defiance Daily Target 2X Long IONQ ETF
IONX
$178M
$585 ﹤0.01%
+5
FEGE
7274
First Eagle Global Equity ETF
FEGE
$818M
$575 ﹤0.01%
+13
BDSX icon
7275
Biodesix
BDSX
$59.8M
$574 ﹤0.01%
76
+12