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
RYLG icon
8051
Global X Russell 2000 Covered Call & Growth ETF
RYLG
$8M
-2
SAGE
8052
DELISTED
Sage Therapeutics
SAGE
-529,376
SANW
8053
DELISTED
S&W Seed Co
SANW
-18
SATX
8054
DELISTED
SatixFy Communications
SATX
-9
SDA icon
8055
SunCar Technology Group
SDA
$231M
-305
OLOX
8056
Olenox Industries
OLOX
$5.44M
-22
SGRP icon
8057
SPAR Group
SGRP
$18.7M
-590
SHPP icon
8058
Pacer Industrials and Logistics ETF
SHPP
$1.95M
-1
SHYF
8059
DELISTED
The Shyft Group
SHYF
-448,537
SISI
8060
DELISTED
Shineco
SISI
-2
SKX
8061
DELISTED
Skechers
SKX
-1,184,439
DCOY
8062
Decoy Therapeutics
DCOY
$4.72M
0
SPRC icon
8063
SciSparc
SPRC
$2.65M
0
SPRE icon
8064
SP Funds S&P Global REIT Sharia ETF
SPRE
$203M
-1
SPSK icon
8065
SP Funds Dow Jones Global Sukuk ETF
SPSK
$475M
-1
SPTN
8066
DELISTED
SpartanNash
SPTN
-365,898
SQLV icon
8067
Royce Quant Small-Cap Quality Value ETF
SQLV
$24.9M
-1
SSBK
8068
DELISTED
Southern States Bancshares
SSBK
-5,173
STKH
8069
Steakholder Foods
STKH
$1.95M
-13
STR
8070
DELISTED
Sitio Royalties
STR
-620,725
STRM
8071
DELISTED
Streamline Health Solutions
STRM
-333
STRR
8072
DELISTED
Star Equity Holdings
STRR
-2,000
SWTX
8073
DELISTED
SpringWorks Therapeutics
SWTX
-1,247,783
SZZLU
8074
Sizzle Acquisition Corp II Unit
SZZLU
-100
TAGG icon
8075
T. Rowe Price QM US Bond ETF
TAGG
$1.85B
-586