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
CYCU
7876
Cycurion Inc
CYCU
$14.6M
$16 ﹤0.01%
1
-3
BGSF icon
7877
BGSF Inc
BGSF
$49.7M
$15 ﹤0.01%
2
COHN icon
7878
Cohen & Co
COHN
$34.6M
$15 ﹤0.01%
1
EKSO icon
7879
Ekso Bionics
EKSO
$13.1M
$15 ﹤0.01%
3
-66
HIBS icon
7880
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
$27.2M
$15 ﹤0.01%
2
-1,153
SDD icon
7881
ProShares UltraShort SmallCap600
SDD
$1.51M
$15 ﹤0.01%
1
-14
YXI icon
7882
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$2.77M
$15 ﹤0.01%
1
-8
HTCO
7883
High-Trend International Group
HTCO
$88.6M
$15 ﹤0.01%
+2
SSG icon
7884
ProShares UltraShort Semiconductors
SSG
$17.6M
-7
RIET icon
7885
Hoya Capital High Dividend Yield ETF
RIET
$95.4M
$13 ﹤0.01%
1
-1
AMAX icon
7886
Adaptive Hedged Multi-Asset Income ETF
AMAX
$41M
$12 ﹤0.01%
1
BNBX
7887
BNB Plus Corp
BNBX
$9.8M
$12 ﹤0.01%
3
MTR
7888
Mesa Royalty Trust
MTR
$8.2M
$12 ﹤0.01%
2
-54
XBIO icon
7889
Xenetic Biosciences
XBIO
$4.67M
$12 ﹤0.01%
4
SMXT icon
7890
Solarmax Technology
SMXT
$45.7M
$12 ﹤0.01%
11
-6,648
WCT
7891
Wellchange Holdings
WCT
$30.8M
$12 ﹤0.01%
33
-103
BBGI icon
7892
Beasley Broadcasting Group
BBGI
$9.69M
$11 ﹤0.01%
2
FTEL icon
7893
Fitell Corp
FTEL
$1.59M
$11 ﹤0.01%
2
-710
MZZ icon
7894
ProShares UltraShort MidCap400
MZZ
$904K
$11 ﹤0.01%
1
-5
OACC
7895
Oaktree Acquisition Corp III Life Sciences
OACC
$262M
$11 ﹤0.01%
1
-55
PMCB icon
7896
PharmaCyte Biotech
PMCB
$5.88M
$10 ﹤0.01%
9
+8
TTNP
7897
DELISTED
Titan Pharmaceuticals
TTNP
$10 ﹤0.01%
2
CTOR
7898
Citius Oncology
CTOR
$100M
$10 ﹤0.01%
+5
HVII
7899
Hennessy Capital Investment Corp VII
HVII
$270M
$10 ﹤0.01%
1
-55
BIAF icon
7900
bioAffinity Technologies
BIAF
$5.4M
$9 ﹤0.01%
3