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
AFBI icon
7276
Affinity Bancshares
AFBI
$126M
$572 ﹤0.01%
29
-228
PCSC
7277
Perceptive Capital Solutions
PCSC
$135M
$570 ﹤0.01%
54
+4
SPKL
7278
Spark I Acquisition Corp
SPKL
$96.5M
$558 ﹤0.01%
48
+5
LSTA icon
7279
Lisata Therapeutics
LSTA
$18M
$545 ﹤0.01%
208
-16
CCIX
7280
Churchill Capital Corp IX
CCIX
$388M
$545 ﹤0.01%
52
-79
VNRX icon
7281
VolitionRX
VNRX
$29.9M
$543 ﹤0.01%
800
ROBN
7282
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$165M
$539 ﹤0.01%
5
-300
AYTU icon
7283
AYTU BioPharma
AYTU
$23.7M
$538 ﹤0.01%
286
AKA icon
7284
a.k.a. Brands
AKA
$124M
$531 ﹤0.01%
55
-138
SEIX icon
7285
Virtus SEIX Senior Loan ETF
SEIX
$272M
$531 ﹤0.01%
22
+1
KVAC icon
7286
Keen Vision Acquisition Corp
KVAC
$109M
$529 ﹤0.01%
46
+8
ATII
7287
Archimedes Tech SPAC Partners II Co
ATII
$307M
$521 ﹤0.01%
51
-70
LGVN
7288
Longeveron
LGVN
$11.7M
$516 ﹤0.01%
688
JRSH icon
7289
Jerash Holdings
JRSH
$38.2M
$507 ﹤0.01%
152
+151
CTXR icon
7290
Citius Pharmaceuticals
CTXR
$19.6M
$504 ﹤0.01%
407
+347
BKHA
7291
Black Hawk Acquisition Corp
BKHA
$46.7M
$500 ﹤0.01%
45
+5
RDAG
7292
Republic Digital Acquisition Co
RDAG
$382M
$500 ﹤0.01%
49
-20
TRIB
7293
Trinity Biotech
TRIB
$17.5M
$499 ﹤0.01%
+480
INTJ
7294
Intelligent Group
INTJ
$18.7M
$494 ﹤0.01%
+1,000
CDIO icon
7295
Cardio Diagnostics
CDIO
$5.62M
$493 ﹤0.01%
123
+23
MBRX icon
7296
Moleculin Biotech
MBRX
$9.31M
$491 ﹤0.01%
926
ATLX icon
7297
Atlas Lithium Corp
ATLX
$102M
$490 ﹤0.01%
103
IINN icon
7298
Inspira Technologies Oxy
IINN
$34.6M
$483 ﹤0.01%
+380
SLNH icon
7299
Soluna Holdings
SLNH
$141M
$479 ﹤0.01%
204
+3
BMRA icon
7300
Biomerica
BMRA
$7.28M
$478 ﹤0.01%
+169