Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1 +$1.69B
2 +$1.32B
3 +$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1 +$7.66B
2 +$5.23B
3 +$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BGSF icon
7951
BGSF Inc
BGSF
$68.3M
$5 ﹤0.01%
1
-1
FRSX
7952
Foresight Autonomous Holdings
FRSX
$5.56M
$5 ﹤0.01%
4
-559
JRSH icon
7953
Jerash Holdings
JRSH
$39.4M
$5 ﹤0.01%
1
-151
VSTA
7954
DELISTED
Vasta Platform
VSTA
$5 ﹤0.01%
1
ALBT icon
7955
Avalon GloboCare
ALBT
$3.67M
$4 ﹤0.01%
3
BNBX
7956
BNB Plus Corp
BNBX
$3.29M
$4 ﹤0.01%
3
ARTW icon
7957
Arts-Way Manufacturing Co
ARTW
$11.7M
$4 ﹤0.01%
1
-235
ASRV icon
7958
AmeriServ Financial
ASRV
$62.9M
$4 ﹤0.01%
1
-1,049
BIAF icon
7959
bioAffinity Technologies
BIAF
$15.1M
$4 ﹤0.01%
3
CHNR icon
7960
China Natural Resources
CHNR
$4.87M
$4 ﹤0.01%
1
GCTK icon
7961
GlucoTrack
GCTK
$1.29M
$4 ﹤0.01%
1
-400
RKDA icon
7962
Arcadia Biosciences
RKDA
$2.72M
$4 ﹤0.01%
2
-606
CETX icon
7963
Cemtrex
CETX
$10.8M
$3 ﹤0.01%
1
CLGN icon
7964
CollPlant Biotechnologies
CLGN
$5.51M
$3 ﹤0.01%
1
-2,405
LGHL
7965
Lion Group Holding
LGHL
$424K
$3 ﹤0.01%
+1
MDBH icon
7966
MDB Capital Holdings
MDBH
$37.7M
$3 ﹤0.01%
1
NTIP icon
7967
Network-1 Technologies
NTIP
$32.4M
$3 ﹤0.01%
2
-12,043
SVRN
7968
OceanPal Inc
SVRN
$20M
$3 ﹤0.01%
3
ADIL
7969
Adial Pharmaceuticals
ADIL
$2.24M
0
CIF
7970
MFS Intermediate High Income Fund
CIF
$29.7M
$2 ﹤0.01%
1
CYCN icon
7971
Cyclerion Therapeutics
CYCN
$12.6M
$2 ﹤0.01%
1
-648
FATBB
7972
DELISTED
FAT Brands
FATBB
$2 ﹤0.01%
1
-1
INUV icon
7973
Inuvo
INUV
$26.8M
$2 ﹤0.01%
1
LEXX icon
7974
Lexaria Bioscience
LEXX
$22.6M
$2 ﹤0.01%
+3
MDIA icon
7975
Mediaco Holding
MDIA
$62.1M
$2 ﹤0.01%
3