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
AACG
7876
ATA Creativity
AACG
$28.6M
$1 ﹤0.01%
1
SRXH
7877
SRX Health Solutions
SRXH
$13.4M
$1 ﹤0.01%
1
HUBCZ icon
7878
Hub Cyber Security Warrant
HUBCZ
$89.7K
$1 ﹤0.01%
100
MGLD icon
7879
Marygold Companies
MGLD
$39.7M
$1 ﹤0.01%
1
SWVLW icon
7880
Swvl Holdings Corp Warrant
SWVLW
$167K
$1 ﹤0.01%
45
DVLT
7881
Datavault AI
DVLT
$526M
$1 ﹤0.01%
2
SOLR icon
7882
Guinness Atkinson Sustainable Energy ETF
SOLR
$3.2M
-1
WBAT
7883
DELISTED
WisdomTree Battery Value Chain and Innovation Fund
WBAT
-1
X
7884
DELISTED
US Steel
X
-4,413,189
XOSWW
7885
Xos Inc Warrants
XOSWW
$30.8K
-357
ZCAR
7886
DELISTED
Zoomcar
ZCAR
-1
CLRC
7887
DELISTED
ClimateRock Class A Ordinary Shares
CLRC
-6
FBMS
7888
DELISTED
The First Bancshares, Inc.
FBMS
-37,936
IVAC
7889
DELISTED
Intevac Inc
IVAC
-97
SBT
7890
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
-513,862
SCPX
7891
DELISTED
Scorpius Holdings, Inc.
SCPX
-122
CTHR
7892
DELISTED
Charles & Colvard Ltd
CTHR
-300
AWH
7893
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
-1,694
MYPSW icon
7894
PLAYSTUDIOS Inc Warrant
MYPSW
$778K
-999
KRON
7895
DELISTED
Kronos Bio
KRON
-37,795
MTEK icon
7896
Maris-Tech
MTEK
$11.7M
-50
PINK icon
7897
Simplify Health Care ETF
PINK
$360M
-2
SMX icon
7898
SMX (Security Matters) Plc
SMX
$230M
-5
STSS icon
7899
Sharps Technology
STSS
$54.8M
0
HOLO icon
7900
MicroCloud Hologram
HOLO
$40.4M
-28