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
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HTCR icon
7351
HeartCore Enterprises
HTCR
$8.16M
$225 ﹤0.01%
460
MSC
7352
Studio City International Holdings
MSC
$678M
$222 ﹤0.01%
70
SAA icon
7353
ProShares Ulta SmallCap600
SAA
$23.8M
$222 ﹤0.01%
10
-27
GNPX icon
7354
Genprex
GNPX
$5.9M
$218 ﹤0.01%
19
KELYB
7355
Kelly Services Class B
KELYB
$345M
$215 ﹤0.01%
17
+11
MPU icon
7356
Mega Matrix
MPU
$57.8M
$215 ﹤0.01%
185
OAKU icon
7357
Oak Woods Acquisition Corp
OAKU
$37.6M
$211 ﹤0.01%
18
+12
CLIX icon
7358
ProShares Long Online/Short Stores ETF
CLIX
$7.86M
$211 ﹤0.01%
4
-304
LCCC
7359
Lakeshore Acquisition III Corp
LCCC
$210 ﹤0.01%
+21
CLDL
7360
DELISTED
Direxion Daily Cloud Computing Bull 2X Shares
CLDL
$209 ﹤0.01%
14
+8
DIST
7361
DELISTED
Distoken Acquisition Corp
DIST
$208 ﹤0.01%
7
+3
ARMP icon
7362
Armata Pharmaceuticals
ARMP
$243M
$207 ﹤0.01%
109
NBSD
7363
Neuberger Berman Short Duration Income ETF
NBSD
$723M
$204 ﹤0.01%
4
CHPG
7364
ChampionsGate Acquisition Corp
CHPG
$102M
$200 ﹤0.01%
+20
SHFSW icon
7365
SHF Holdings Warrants
SHFSW
$419K
$200 ﹤0.01%
10,000
CELU icon
7366
Celularity
CELU
$38.1M
$196 ﹤0.01%
100
+50
LTL icon
7367
ProShares Ultra Communication Services
LTL
$15.5M
$195 ﹤0.01%
4
-4
UTSI icon
7368
UTStarcom
UTSI
$22.9M
$195 ﹤0.01%
70
UUU icon
7369
Universal Safety Products Inc
UUU
$14.2M
$195 ﹤0.01%
64
YXI icon
7370
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$2.59M
$195 ﹤0.01%
9
XPON icon
7371
Expion360
XPON
$8.85M
$190 ﹤0.01%
+209
EZJ icon
7372
ProShares Ultra MSCI Japan
EZJ
$8.65M
$189 ﹤0.01%
4
+3
CYPH
7373
Cypherpunk Technologies Inc
CYPH
$62.9M
$188 ﹤0.01%
634
-571
AURE
7374
Aurelion Inc
AURE
$94.7M
$187 ﹤0.01%
530
-2,097
THCH icon
7375
TH International
THCH
$76.2M
$187 ﹤0.01%
63
293 294
295
296 297