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
CELG.RT
7926
Bristol-Myers Squibb Rights
CELG.RT
$71.6M
$4 ﹤0.01%
119
INUV icon
7927
Inuvo
INUV
$38.7M
$4 ﹤0.01%
1
MDIA icon
7928
Mediaco Holding
MDIA
$77M
$4 ﹤0.01%
3
NBY icon
7929
NovaBay Pharmaceuticals
NBY
$118M
$4 ﹤0.01%
3
SVRN
7930
OceanPal Inc
SVRN
$42.6M
$4 ﹤0.01%
3
-13
SONDW
7931
DELISTED
Sonder Holdings Inc Warrants
SONDW
$4 ﹤0.01%
400
TAIT icon
7932
Taitron Components
TAIT
$7.29M
$4 ﹤0.01%
1
NIVF
7933
NewGenIvf
NIVF
$1.61M
$4 ﹤0.01%
+2
ENFY
7934
DELISTED
Enlightify Inc
ENFY
$4 ﹤0.01%
5
ADIL
7935
Adial Pharmaceuticals
ADIL
$7.36M
$3 ﹤0.01%
9
AKTX
7936
Akari Therapeutics
AKTX
$15.9M
$3 ﹤0.01%
3
CIF
7937
MFS Intermediate High Income Fund
CIF
$30.8M
$3 ﹤0.01%
1
MDBH icon
7938
MDB Capital Holdings
MDBH
$35M
$3 ﹤0.01%
1
MOGU
7939
MOGU Inc
MOGU
$21.6M
$3 ﹤0.01%
1
MYNZ icon
7940
Mainz Biomed
MYNZ
$5.41M
$3 ﹤0.01%
2
-860
AACG
7941
ATA Creativity
AACG
$38.4M
$2 ﹤0.01%
1
MGLD icon
7942
Marygold Companies
MGLD
$46.5M
$2 ﹤0.01%
1
NVVE icon
7943
Nuvve Holding Corp
NVVE
$9.06M
$2 ﹤0.01%
8
-1
RDHL
7944
Redhill Biopharma
RDHL
$3.7M
$2 ﹤0.01%
1
-1,801
SSKN icon
7945
Strata Skin Sciences
SSKN
$8.13M
$2 ﹤0.01%
1
USEG icon
7946
US Energy Corp
USEG
$34.2M
$2 ﹤0.01%
2
PPCB
7947
Propanc Biopharma
PPCB
$11M
$2 ﹤0.01%
+1
ADTX
7948
Aditxt
ADTX
$1.32M
-6
HUBCZ icon
7949
Hub Cyber Security Warrant
HUBCZ
$1 ﹤0.01%
100
RETO icon
7950
ReTo Eco-Solutions
RETO
$6.93M
0