Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Return 22.88%
 

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 Return
-3.97%
1 Year Return
+22.88%
3 Year Return
+89.49%
5 Year Return
+141.61%
10 Year Return
+350.22%
AUM
$734B
AUM Growth
-$36.7B
Cap. Flow
+$3.47B
Cap. Flow %
0.47%
Top 10 Hldgs %
15.88%
Holding
8,274
New
198
Increased
3,122
Reduced
3,750
Closed
242

Sector Composition

1 Technology 17.78%
2 Healthcare 11.34%
3 Financials 9.33%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ASTI icon
7876
Ascent Solar Technologies
ASTI
$5.85M
0
AUROW
7877
Aurora Innovation Warrant
AUROW
$1.02B
$0 ﹤0.01%
62
BAOS icon
7878
Baosheng Media Group
BAOS
$4.27M
$0 ﹤0.01%
27
-61
-69%
BBGI icon
7879
Beasley Broadcasting Group
BBGI
$8.32M
$0 ﹤0.01%
10
BFRI icon
7880
Biofrontera
BFRI
$8.95M
$0 ﹤0.01%
+1
New
BITO icon
7881
ProShares Bitcoin Strategy ETF
BITO
$2.59B
$0 ﹤0.01%
+35
New
BKKT.WS icon
7882
Bakkt Holdings Inc Warrants
BKKT.WS
$1.16M
$0 ﹤0.01%
100
BKTI icon
7883
BK Technologies
BKTI
$264M
0
BLIN icon
7884
Bridgeline Digital
BLIN
$16.6M
$0 ﹤0.01%
+2
New
BNZIW icon
7885
Banzai International, Inc. Warrant
BNZIW
$270K
$0 ﹤0.01%
3,646
BOUT icon
7886
Innovator IBD Breakout Opportunities ETF
BOUT
$11.4M
-2,000
Closed -$60K
BOXL icon
7887
Boxlight
BOXL
$4.54M
$0 ﹤0.01%
13
BQ
7888
Boqii Holding Limited
BQ
$8.7M
-4
Closed
BSBK icon
7889
Bogota Financial
BSBK
$119M
$0 ﹤0.01%
+9
New
BSCV icon
7890
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.21B
$0 ﹤0.01%
1
BYFC icon
7891
Broadway Financial
BYFC
$0 ﹤0.01%
54
CING icon
7892
Cingulate
CING
$20.5M
0
CLEU
7893
DELISTED
China Liberal Education Holdings
CLEU
-1
Closed -$12K
CLRO icon
7894
ClearOne
CLRO
$7.2M
0
CODA icon
7895
Coda Octopus Group
CODA
$90M
$0 ﹤0.01%
76
-2
-3%
COE
7896
51Talk Online Education Group
COE
$261M
$0 ﹤0.01%
27
CREG icon
7897
Smart Powerr
CREG
$3.89M
-538
Closed -$16K
CRPT icon
7898
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$138M
$0 ﹤0.01%
26
-1,436
-98%
CXDO icon
7899
Crexendo
CXDO
$196M
$0 ﹤0.01%
101
+1
+1%
CYN icon
7900
Cyngn
CYN
$35.9M
0