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
SGRP icon
8051
SPAR Group
SGRP
$22.1M
-590
SHPP icon
8052
Pacer Industrials and Logistics ETF
SHPP
$7.43M
-1
SHYF
8053
DELISTED
The Shyft Group
SHYF
-448,537
SISI
8054
DELISTED
Shineco
SISI
-2
SIXA icon
8055
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$403M
-1
SKX
8056
DELISTED
Skechers
SKX
-1,184,439
SLRX icon
8057
Salarius Pharmaceuticals
SLRX
$5.17M
0
SPRC icon
8058
SciSparc
SPRC
$3.96M
0
SPRE icon
8059
SP Funds S&P Global REIT Sharia ETF
SPRE
$178M
-1
SPSK icon
8060
SP Funds Dow Jones Global Sukuk ETF
SPSK
$425M
-1
SPTN
8061
DELISTED
SpartanNash
SPTN
-365,898
SQLV icon
8062
Royce Quant Small-Cap Quality Value ETF
SQLV
$25.5M
-1
SSBK
8063
DELISTED
Southern States Bancshares
SSBK
-5,173
STKH
8064
Steakholder Foods
STKH
$2.72M
-13
STR
8065
DELISTED
Sitio Royalties
STR
-620,725
STRM
8066
DELISTED
Streamline Health Solutions
STRM
-333
STRR
8067
DELISTED
Star Equity Holdings
STRR
-2,000
SWTX
8068
DELISTED
SpringWorks Therapeutics
SWTX
-1,247,783
SZZLU
8069
Sizzle Acquisition Corp II Unit
SZZLU
-100
TAGG icon
8070
T. Rowe Price QM US Bond ETF
TAGG
$1.56B
-586
TARK icon
8071
Tradr 2X Long Innovation ETF
TARK
$30.5M
-1
TCHI icon
8072
iShares MSCI China Multisector Tech ETF
TCHI
$40M
-1
TGI
8073
DELISTED
Triumph Group
TGI
-1,336,581
THRD
8074
DELISTED
Third Harmonic Bio
THRD
-272,473
THTX
8075
DELISTED
Theratechnologies
THTX
-858,614