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
SWVLW icon
7951
Swvl Holdings Corp Warrant
SWVLW
$188K
$1 ﹤0.01%
45
TOMZ icon
7952
TOMI Environmental Solutions
TOMZ
$16.4M
$1 ﹤0.01%
1
-600
SUNE
7953
SUNation Energy
SUNE
$4.5M
$1 ﹤0.01%
1
AEVAW
7954
Aeva Technologies Warrants
AEVAW
$2.57M
$1 ﹤0.01%
2
CAPS
7955
Capstone Holding Corp
CAPS
$6.54M
$1 ﹤0.01%
1
MFI
7956
mF International
MFI
$26.9M
– –
-6,250
GIG
7957
GigCapital7 Corp
GIG
$349M
– –
-55
AIPI
7958
REX AI Equity Premium Income ETF
AIPI
$362M
– –
-1
VSEE
7959
VSee Health
VSEE
$19M
– –
-4,000
KQQQ
7960
Kurv Technology Titans Select ETF
KQQQ
$63.6M
– –
-1
CSCI
7961
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
– –
-500
RIME
7962
Algorhythm Holdings
RIME
$3.62M
– –
-9,039
XCH
7963
XCHG Ltd
XCH
$58.3M
– –
-19,617
MSTZ
7964
T-Rex 2X Inverse MSTR Daily Target ETF
MSTZ
$143M
– –
-29,198
BDMD
7965
Baird Medical Investment Holdings
BDMD
$52.6M
– –
-8,734
EDGF
7966
3EDGE Dynamic Fixed Income ETF
EDGF
$281M
– –
-901
PTLE
7967
PTL Ltd
PTLE
$6.31M
– –
-6,412
QTOP
7968
iShares Nasdaq Top 30 Stocks ETF
QTOP
$263M
– –
-171
SNRE
7969
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-246,706
BAFE
7970
Brown Advisory Flexible Equity ETF
BAFE
$1.45B
– –
-348
CCIR
7971
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
– –
-95,421
MSPR
7972
MSP Recovery Inc
MSPR
$382K
– –
-44
NUAI
7973
New Era Energy & Digital Inc
NUAI
$250M
– –
-90,000
PLTU
7974
Direxion Daily PLTR Bull 2X Shares
PLTU
$465M
– –
-5
ZBAI
7975
ATIF Holdings
ZBAI
$9.85M
– –
-8
317 318
319
320 321