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
$20.6M
$9 ﹤0.01%
2
+1
OUSTW
7827
DELISTED
Ouster Inc Warrants
OUSTW
$8 ﹤0.01%
200
BBGI icon
7828
Beasley Broadcasting Group
BBGI
$9.09M
$8 ﹤0.01%
2
FWDI
7829
Forward Industries Inc
FWDI
$634M
$8 ﹤0.01%
1
-123
PFFL icon
7830
ETRACS Monthly Pay 2x Leveraged Preferred Stock ETN
PFFL
$8.45M
$8 ﹤0.01%
1
TTNP
7831
DELISTED
Titan Pharmaceuticals
TTNP
$8 ﹤0.01%
2
-2
SAIH
7832
SAIHEAT Ltd
SAIH
$18.5M
$7 ﹤0.01%
1
GCTK icon
7833
GlucoTrack
GCTK
$3.42M
$6 ﹤0.01%
+1
JRSH icon
7834
Jerash Holdings
JRSH
$39.4M
$6 ﹤0.01%
1
-1
DCOY
7835
Decoy Therapeutics Inc. Common Stock
DCOY
$4.81M
0
FATBB
7836
FAT Brands
FATBB
$22.1M
$5 ﹤0.01%
2
INUV icon
7837
Inuvo
INUV
$39.9M
$5 ﹤0.01%
1
LRE
7838
Lead Real Estate
LRE
$21.4M
$5 ﹤0.01%
3
+1
ORBS
7839
Eightco Holdings
ORBS
$332M
$5 ﹤0.01%
4
PALI icon
7840
Palisade Bio
PALI
$297M
$5 ﹤0.01%
7
-621
SLE icon
7841
Super League Enterprise
SLE
$7.74M
$5 ﹤0.01%
1
TLPH icon
7842
Talphera
TLPH
$49.4M
$5 ﹤0.01%
10
-1,068
ENFY
7843
DELISTED
Enlightify Inc
ENFY
$5 ﹤0.01%
5
AIYY icon
7844
YieldMax AI Option Income Strategy ETF
AIYY
$55.9M
0
AKTX
7845
Akari Therapeutics
AKTX
$10.1M
$4 ﹤0.01%
3
-3
CHNR icon
7846
China Natural Resources
CHNR
$4.55M
$4 ﹤0.01%
1
MDBH icon
7847
MDB Capital Holdings
MDBH
$35.7M
$4 ﹤0.01%
1
SONDW
7848
DELISTED
Sonder Holdings Inc Warrants
SONDW
$4 ﹤0.01%
400
+150
TAIT
7849
DELISTED
Taitron Components
TAIT
$4 ﹤0.01%
1
VSTA icon
7850
Vasta Platform
VSTA
$404M
$4 ﹤0.01%
1
-1,600