Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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 +$2.4B
2 +$2.37B
3 +$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1 +$2.63B
2 +$2.46B
3 +$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DWSH icon
7901
AdvisorShares Dorsey Wright Short ETF
DWSH
$7.74M
$9 ﹤0.01%
+1
NCNA
7902
NuCana
NCNA
$9.07M
$9 ﹤0.01%
+2
PFFL icon
7903
ETRACS Monthly Pay 2x Leveraged Preferred Stock ETN
PFFL
$8.42M
$9 ﹤0.01%
1
TLPH icon
7904
Talphera
TLPH
$43.5M
$9 ﹤0.01%
10
TOKE icon
7905
Cambria Cannabis ETF
TOKE
$19.1M
$9 ﹤0.01%
1
-1
SAIH
7906
SAIHEAT Ltd
SAIH
$11.7M
$9 ﹤0.01%
1
WGRX
7907
Wellgistics Health
WGRX
$24.5M
$9 ﹤0.01%
+10
REW icon
7908
Proshares UltraShort Technology
REW
$5.17M
$8 ﹤0.01%
1
-15
ALBT icon
7909
Avalon GloboCare
ALBT
$2.32M
$7 ﹤0.01%
+3
AEMD icon
7910
Aethlon Medical
AEMD
$2.59M
$7 ﹤0.01%
1
-31
VNCE icon
7911
Vince Holding Corp
VNCE
$38.2M
$7 ﹤0.01%
2
FBLG icon
7912
FibroBiologics
FBLG
$17.7M
$7 ﹤0.01%
13
-6,191
PFSA
7913
Profusa Inc
PFSA
$1.52M
0
ARMP icon
7914
Armata Pharmaceuticals
ARMP
$364M
$6 ﹤0.01%
2
-107
CETX icon
7915
Cemtrex
CETX
$9.9M
$6 ﹤0.01%
+1
FATBB
7916
DELISTED
FAT Brands
FATBB
$6 ﹤0.01%
2
PSHG icon
7917
Performance Shipping
PSHG
$25.7M
$6 ﹤0.01%
+3
TRT icon
7918
Trio-Tech International
TRT
$39.7M
$6 ﹤0.01%
+2
CHNR icon
7919
China Natural Resources
CHNR
$4.35M
$5 ﹤0.01%
1
EVTV icon
7920
Envirotech Vehicles
EVTV
$8.4M
$5 ﹤0.01%
3
+2
SMHB icon
7921
ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B
SMHB
$23.3M
$5 ﹤0.01%
+1
VSTA
7922
DELISTED
Vasta Platform
VSTA
$5 ﹤0.01%
1
HCWC
7923
Healthy Choice Wellness
HCWC
$5.1M
$5 ﹤0.01%
6
AAME icon
7924
Atlantic American Corp
AAME
$56.1M
$4 ﹤0.01%
1
CELG.RT
7925
Bristol-Myers Squibb Rights
CELG.RT
$182M
$4 ﹤0.01%
119