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
TOMZ icon
7951
TOMI Environmental Solutions
TOMZ
$16M
$1 ﹤0.01%
1
-600
SUNE
7952
SUNation Energy
SUNE
$4.5M
$1 ﹤0.01%
1
AEVAW
7953
Aeva Technologies Warrants
AEVAW
$2.17M
$1 ﹤0.01%
2
CAPS
7954
Capstone Holding Corp
CAPS
$6.61M
$1 ﹤0.01%
1
XDTE icon
7955
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$357M
-1
JVSA
7956
DELISTED
JV SPAC Acquisition Corp
JVSA
-28
AMDL icon
7957
GraniteShares 2x Long AMD Daily ETF
AMDL
$527M
-82,345
BCG
7958
Binah Capital Group
BCG
$39.7M
-18,540
XYLO
7959
DELISTED
Xylo Technologies
XYLO
-2,010
MFI
7960
mF International
MFI
$590M
-6,250
GIG
7961
GigCapital7 Corp
GIG
$354M
-55
VSEE
7962
VSee Health
VSEE
$13.9M
-4,000
CSCI
7963
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
-500
RIME
7964
Algorhythm Holdings
RIME
$10.6M
-9,039
XCH
7965
XCHG Ltd
XCH
$61.2M
-19,617
MSTZ
7966
T-Rex 2X Inverse MSTR Daily Target ETF
MSTZ
$115M
-29,198
BDMD
7967
Baird Medical Investment Holdings
BDMD
$62.4M
-8,734
EDGF
7968
3EDGE Dynamic Fixed Income ETF
EDGF
$344M
-901
PTLE
7969
PTL Ltd
PTLE
$28M
-6,412
QTOP
7970
iShares Nasdaq Top 30 Stocks ETF
QTOP
$268M
-171
MSPR
7971
DELISTED
MSP Recovery Inc
MSPR
-44
NUAI
7972
New Era Energy & Digital Inc
NUAI
$274M
-90,000
PLTU
7973
Direxion Daily PLTR Bull 2X Shares
PLTU
$443M
-5
ZBAI
7974
ATIF Holdings
ZBAI
$68.1M
-8
OUSTW
7975
DELISTED
Ouster Inc Warrants
OUSTW
-200