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
TOKE icon
7826
Cambria Cannabis ETF
TOKE
$15.2M
$9 ﹤0.01%
2
+1
BBGI icon
7827
Beasley Broadcasting Group
BBGI
$7.65M
$8 ﹤0.01%
2
FWDI
7828
Forward Industries Inc
FWDI
$729M
$8 ﹤0.01%
1
-123
PFFL icon
7829
ETRACS Monthly Pay 2x Leveraged Preferred Stock ETN
PFFL
$8.29M
$8 ﹤0.01%
1
TTNP
7830
DELISTED
Titan Pharmaceuticals
TTNP
$8 ﹤0.01%
2
-2
OUSTW
7831
DELISTED
Ouster Inc Warrants
OUSTW
$8 ﹤0.01%
200
SAIH
7832
SAIHEAT Ltd
SAIH
$13.9M
$7 ﹤0.01%
1
SLRX icon
7833
Salarius Pharmaceuticals
SLRX
$5.17M
0
GCTK icon
7834
GlucoTrack
GCTK
$4.69M
$6 ﹤0.01%
+1
JRSH icon
7835
Jerash Holdings
JRSH
$39.8M
$6 ﹤0.01%
1
-1
AIYY icon
7836
YieldMax AI Option Income Strategy ETF
AIYY
$64.8M
$5 ﹤0.01%
+1
FATBB
7837
FAT Brands
FATBB
$32.6M
$5 ﹤0.01%
2
INUV icon
7838
Inuvo
INUV
$38.7M
$5 ﹤0.01%
1
LRE
7839
Lead Real Estate
LRE
$16.6M
$5 ﹤0.01%
3
+1
ORBS
7840
Eightco Holdings
ORBS
$481M
$5 ﹤0.01%
4
PALI icon
7841
Palisade Bio
PALI
$321M
$5 ﹤0.01%
7
-621
SLE icon
7842
Super League Enterprise
SLE
$8.05M
$5 ﹤0.01%
1
ENFY
7843
DELISTED
Enlightify Inc
ENFY
$5 ﹤0.01%
5
TLPH icon
7844
Talphera
TLPH
$61.5M
$5 ﹤0.01%
10
-1,068
AKTX
7845
Akari Therapeutics
AKTX
$15.9M
$4 ﹤0.01%
3
-3
ASRV icon
7846
AmeriServ Financial
ASRV
$52.7M
$4 ﹤0.01%
1
CHNR icon
7847
China Natural Resources
CHNR
$4.41M
$4 ﹤0.01%
1
MDBH icon
7848
MDB Capital Holdings
MDBH
$35M
$4 ﹤0.01%
1
SONDW
7849
DELISTED
Sonder Holdings Inc Warrants
SONDW
$4 ﹤0.01%
400
+150
TAIT icon
7850
Taitron Components
TAIT
$7.29M
$4 ﹤0.01%
1