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
INUV icon
7926
Inuvo
INUV
$27.8M
$4 ﹤0.01%
1
MDIA icon
7927
Mediaco Holding
MDIA
$49.1M
$4 ﹤0.01%
3
NBY icon
7928
NovaBay Pharmaceuticals
NBY
$54.4M
$4 ﹤0.01%
3
SVRN
7929
OceanPal Inc
SVRN
$13.6M
$4 ﹤0.01%
3
-13
SONDW
7930
DELISTED
Sonder Holdings Inc Warrants
SONDW
$4 ﹤0.01%
400
TAIT
7931
DELISTED
Taitron Components
TAIT
$4 ﹤0.01%
1
NIVF
7932
NewGenIvf
NIVF
$786K
0
ENFY
7933
DELISTED
Enlightify Inc
ENFY
$4 ﹤0.01%
5
ADIL
7934
Adial Pharmaceuticals
ADIL
$2.72M
0
AKTX
7935
Akari Therapeutics
AKTX
$11.1M
$3 ﹤0.01%
3
CIF
7936
MFS Intermediate High Income Fund
CIF
$30.3M
$3 ﹤0.01%
1
MDBH icon
7937
MDB Capital Holdings
MDBH
$32.3M
$3 ﹤0.01%
1
MOGU
7938
MOGU Inc
MOGU
$20.3M
$3 ﹤0.01%
1
MYNZ icon
7939
Mainz Biomed
MYNZ
$5.36M
$3 ﹤0.01%
2
-860
AACG
7940
ATA Creativity
AACG
$29.8M
$2 ﹤0.01%
1
MGLD icon
7941
Marygold Companies
MGLD
$47.4M
$2 ﹤0.01%
1
NVVE icon
7942
Nuvve Holding Corp
NVVE
$1.58M
0
RDHL
7943
Redhill Biopharma
RDHL
$5.01M
$2 ﹤0.01%
1
-1,801
SSKN
7944
DELISTED
Strata Skin Sciences
SSKN
$2 ﹤0.01%
1
USEG icon
7945
US Energy Corp
USEG
$36.2M
$2 ﹤0.01%
2
PPCB
7946
Propanc Biopharma
PPCB
$2.88M
$2 ﹤0.01%
+1
ADTX
7947
Aditxt
ADTX
$906K
-6
HUBCZ icon
7948
Hub Cyber Security Warrant
HUBCZ
$1 ﹤0.01%
100
RETO icon
7949
ReTo Eco-Solutions
RETO
$1.69M
0
SWVLW icon
7950
Swvl Holdings Corp Warrant
SWVLW
$110K
$1 ﹤0.01%
45