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
BNBX
8076
BNB Plus Corp
BNBX
$2.73M
$2 ﹤0.01%
3
FABC
8077
Fabric.AI Inc
FABC
$29.6M
$2 ﹤0.01%
1
-2
CELU icon
8078
Celularity
CELU
$25.2M
$2 ﹤0.01%
+1
CYCN icon
8079
Cyclerion Therapeutics
CYCN
$13.8M
$2 ﹤0.01%
1
EJH icon
8080
E-Home Household Service Holdings
EJH
$4.7M
$2 ﹤0.01%
+1
FRSX
8081
Foresight Autonomous Holdings
FRSX
$4.91M
$2 ﹤0.01%
1
INUV icon
8082
Inuvo
INUV
$23.7M
$2 ﹤0.01%
1
JOBY.WS icon
8083
Joby Aviation Warrants
JOBY.WS
$2 ﹤0.01%
3
LEXX icon
8084
Lexaria Bioscience
LEXX
$16.1M
$2 ﹤0.01%
3
MGLD icon
8085
Marygold Companies
MGLD
$50.8M
$2 ﹤0.01%
1
MOGU
8086
MOGU Inc
MOGU
$16.4M
$2 ﹤0.01%
1
MRKR icon
8087
Marker Therapeutics
MRKR
$23.3M
$2 ﹤0.01%
2
-13
PAVS icon
8088
Paranovus Entertainment Technology
PAVS
$1.09M
$2 ﹤0.01%
+1
USEG icon
8089
US Energy Corp
USEG
$50.9M
$2 ﹤0.01%
2
VMAR icon
8090
Vision Marine Technologies
VMAR
$1.03M
$2 ﹤0.01%
+1
NIVF
8091
NewGenIvf
NIVF
$580K
$2 ﹤0.01%
+1
HCWC
8092
Healthy Choice Wellness
HCWC
$7.27M
$2 ﹤0.01%
6
SUNE
8093
SUNation Energy
SUNE
$5.07M
$2 ﹤0.01%
1
LNKS
8094
Linkers Industries
LNKS
$2.47M
0
PCLA
8095
PicoCELA Inc
PCLA
$63.6M
$2 ﹤0.01%
+1
AACG
8096
ATA Creativity
AACG
$51.8M
$1 ﹤0.01%
1
ATER icon
8097
Aterian
ATER
$13.2M
$1 ﹤0.01%
1
CETX icon
8098
Cemtrex
CETX
$10.4M
$1 ﹤0.01%
1
CLGN icon
8099
CollPlant Biotechnologies
CLGN
$6.15M
$1 ﹤0.01%
1
ESLA icon
8100
Estrella Immunopharma
ESLA
$49.9M
$1 ﹤0.01%
1
-11,096