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
CAMP icon
7901
CAMP4 Therapeutics
CAMP
$293M
$9 ﹤0.01%
3
-1,684
DWSH icon
7902
AdvisorShares Dorsey Wright Short ETF
DWSH
$12.8M
$9 ﹤0.01%
+1
NCNA
7903
NuCana
NCNA
$14.4M
$9 ﹤0.01%
+2
PFFL icon
7904
ETRACS Monthly Pay 2x Leveraged Preferred Stock ETN
PFFL
$8.28M
$9 ﹤0.01%
1
TLPH icon
7905
Talphera
TLPH
$50.8M
$9 ﹤0.01%
10
TOKE icon
7906
Cambria Cannabis ETF
TOKE
$16.7M
$9 ﹤0.01%
1
-1
SAIH
7907
SAIHEAT Ltd
SAIH
$17.1M
$9 ﹤0.01%
1
WGRX
7908
Wellgistics Health
WGRX
$50.3M
$9 ﹤0.01%
+10
REW icon
7909
Proshares UltraShort Technology
REW
$3.86M
$8 ﹤0.01%
1
-15
AEMD icon
7910
Aethlon Medical
AEMD
$2.18M
$7 ﹤0.01%
1
-31
ALBT icon
7911
Avalon GloboCare
ALBT
$4.51M
$7 ﹤0.01%
+3
VNCE icon
7912
Vince Holding Corp
VNCE
$46.7M
$7 ﹤0.01%
2
FBLG icon
7913
FibroBiologics
FBLG
$16.6M
$7 ﹤0.01%
13
-6,191
PFSA
7914
Profusa Inc
PFSA
$7M
$7 ﹤0.01%
+25
ARMP icon
7915
Armata Pharmaceuticals
ARMP
$199M
$6 ﹤0.01%
2
-107
CETX icon
7916
Cemtrex
CETX
$13.8M
$6 ﹤0.01%
+1
FATBB
7917
FAT Brands
FATBB
$27.8M
$6 ﹤0.01%
2
PSHG icon
7918
Performance Shipping
PSHG
$27.7M
$6 ﹤0.01%
+3
TRT icon
7919
Trio-Tech International
TRT
$45.2M
$6 ﹤0.01%
+1
CHNR icon
7920
China Natural Resources
CHNR
$4.78M
$5 ﹤0.01%
1
EVTV icon
7921
Envirotech Vehicles
EVTV
$2.51M
$5 ﹤0.01%
3
+2
SMHB icon
7922
ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B
SMHB
$23M
$5 ﹤0.01%
+1
VSTA icon
7923
Vasta Platform
VSTA
$394M
$5 ﹤0.01%
1
HCWC
7924
Healthy Choice Wellness
HCWC
$4.67M
$5 ﹤0.01%
6
AAME icon
7925
Atlantic American Corp
AAME
$50.8M
$4 ﹤0.01%
1