Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1 +$7.6B
2 +$3.64B
3 +$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1 +$1.34B
2 +$1.12B
3 +$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DCOY
8051
Decoy Therapeutics
DCOY
$3.88M
$7 ﹤0.01%
+1
TLPH icon
8052
Talphera
TLPH
$42.3M
$7 ﹤0.01%
10
JRSH icon
8053
Jerash Holdings
JRSH
$41.4M
$6 ﹤0.01%
2
+1
PSHG icon
8054
Performance Shipping
PSHG
$20.5M
$6 ﹤0.01%
3
SSM
8055
Sono Group N.V.
SSM
$5.55M
$6 ﹤0.01%
1
AKTX
8056
Akari Therapeutics
AKTX
$20.9M
$5 ﹤0.01%
+1
ASRV icon
8057
AmeriServ Financial
ASRV
$66.7M
$5 ﹤0.01%
1
EVTV icon
8058
Envirotech Vehicles
EVTV
$28.3M
$5 ﹤0.01%
3
NTIP icon
8059
Network-1 Technologies
NTIP
$34.3M
$5 ﹤0.01%
3
+1
TRUG icon
8060
TruGolf
TRUG
$1.44M
$5 ﹤0.01%
+1
AAME icon
8061
Atlantic American Corp
AAME
$45.5M
$4 ﹤0.01%
1
ARTW icon
8062
Arts-Way Manufacturing Co
ARTW
$13.5M
$4 ﹤0.01%
1
CHNR icon
8063
China Natural Resources
CHNR
$5.1M
$4 ﹤0.01%
1
MAPSW
8064
DELISTED
WM TECHNOLOGY INC WTS
MAPSW
$4 ﹤0.01%
1,000
SDEV
8065
Stablecoin Development Corp
SDEV
$38.2M
$4 ﹤0.01%
3
-4,103
NVVE icon
8066
Nuvve Holding Corp
NVVE
$2.02M
$4 ﹤0.01%
6
-1
SLE icon
8067
Super League Enterprise
SLE
$6.63M
$4 ﹤0.01%
1
-34
CANF
8068
Can-Fite BioPharma American Depositary Shares
CANF
$7.28M
$3 ﹤0.01%
1
-1
GROW icon
8069
US Global Investors
GROW
$33.4M
$3 ﹤0.01%
1
-9,000
MDBH icon
8070
MDB Capital Holdings
MDBH
$40.7M
$3 ﹤0.01%
1
NCNA
8071
NuCana
NCNA
$8.41M
$3 ﹤0.01%
2
-103
RKDA icon
8072
Arcadia Biosciences
RKDA
$1.89M
$3 ﹤0.01%
2
NXTS
8073
Nexentis Technologies
NXTS
$3.27M
$3 ﹤0.01%
1
FGL
8074
Founder Group Ltd
FGL
$1.81M
$3 ﹤0.01%
+1
BTTC
8075
Black Titan Corp
BTTC
$11.9M
$3 ﹤0.01%
2
+1