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
ASRV icon
7851
AmeriServ Financial
ASRV
$55.4M
$4 ﹤0.01%
1
AAME icon
7852
Atlantic American Corp
AAME
$61.8M
$3 ﹤0.01%
1
ADIL
7853
Adial Pharmaceuticals
ADIL
$6.72M
$3 ﹤0.01%
9
CELG.RT
7854
Bristol-Myers Squibb Rights
CELG.RT
$305M
$3 ﹤0.01%
119
CIF
7855
MFS Intermediate High Income Fund
CIF
$30.8M
$3 ﹤0.01%
1
CLGN icon
7856
CollPlant Biotechnologies
CLGN
$18.8M
$3 ﹤0.01%
1
LGHL
7857
Lion Group Holding
LGHL
$1.09M
0
MDIA icon
7858
Mediaco Holding
MDIA
$50.6M
$3 ﹤0.01%
3
NAAS
7859
NaaS Technology Inc
NAAS
$31.5M
$3 ﹤0.01%
1
-1
VNCE icon
7860
Vince Holding Corp
VNCE
$45.6M
$3 ﹤0.01%
2
CETX icon
7861
Cemtrex
CETX
$25.5M
0
USEG icon
7862
US Energy Corp
USEG
$36.9M
$3 ﹤0.01%
2
EVTV icon
7863
Envirotech Vehicles
EVTV
$2.24M
$2 ﹤0.01%
1
MOGU
7864
MOGU Inc
MOGU
$18.4M
$2 ﹤0.01%
1
NBY icon
7865
NovaBay Pharmaceuticals
NBY
$2.41B
$2 ﹤0.01%
3
-3
RETO icon
7866
ReTo Eco-Solutions
RETO
$5.23M
0
SPRC icon
7867
SciSparc
SPRC
$4.8M
0
SSKN icon
7868
Strata Skin Sciences
SSKN
$7.71M
$2 ﹤0.01%
1
HCWC
7869
Healthy Choice Wellness
HCWC
$5.44M
$2 ﹤0.01%
6
-7,420
SUNE
7870
SUNation Energy
SUNE
$3.58M
$2 ﹤0.01%
1
AEVAW
7871
Aeva Technologies Warrants
AEVAW
$11.1M
$2 ﹤0.01%
+2
BGMS
7872
Bio Green Med Solution Inc
BGMS
$6.71M
0
CAPS
7873
Capstone Holding Corp
CAPS
$5.56M
$2 ﹤0.01%
1
-7
PMCB icon
7874
PharmaCyte Biotech
PMCB
$8.93M
$1 ﹤0.01%
1
XELAP
7875
DELISTED
Exela Technologies, Inc. 6.00% Series B Cumulative Convertible Perpetual Preferred Stock
XELAP
$1 ﹤0.01%
3
+1