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
BRTX icon
8126
BioRestorative Therapies
BRTX
$10.7M
-35,000
SRXH
8127
SRX Health Solutions
SRXH
$13.4M
-1
BYRE icon
8128
Principal Real Estate Active Opportunities ETF
BYRE
$21.2M
-1
BZQ icon
8129
ProShares UltraShort MSCI Brazil Capped
BZQ
$3.25M
-2
CBSE icon
8130
Clough Select Equity ETF
CBSE
$40M
-364
CCRV
8131
DELISTED
iShares Commodity Curve Carry Strategy ETF
CCRV
-1
CHX
8132
DELISTED
ChampionX
CHX
-1,118,127
CLBR
8133
DELISTED
Colombier Acquisition Corp II
CLBR
-44,380
CLDL
8134
DELISTED
Direxion Daily Cloud Computing Bull 2X Shares
CLDL
-14
CMPOW
8135
DELISTED
CompoSecure Inc Warrant
CMPOW
-25,000
CNBS icon
8136
Amplify Seymour Cannabis ETF
CNBS
$106M
-16
CNTX icon
8137
Context Therapeutics
CNTX
$148M
-3,500
COWS icon
8138
Amplify Cash Flow Dividend Leaders ETF
COWS
$25.4M
-2
CRESW
8139
Cresud SACIF y A. Warrant
CRESW
$76.2M
-4,480
CRGX
8140
DELISTED
CARGO Therapeutics
CRGX
-445,022
BGMS
8141
Bio Green Med Solution Inc
BGMS
$6.71M
0
DALN
8142
DELISTED
DallasNews
DALN
-5,501
DARE icon
8143
Dare Bioscience
DARE
$28.3M
-7
DIST
8144
DELISTED
Distoken Acquisition Corp
DIST
-7
DIVS icon
8145
Guinness Atkinson Dividend Builder ETF
DIVS
$40.5M
-1
DMCY icon
8146
Democracy International Fund
DMCY
$11.1M
-1
DNB
8147
DELISTED
Dun & Bradstreet
DNB
-2,897,541
DOGZ icon
8148
Dogness International Corp
DOGZ
$160M
-150
DRRX
8149
DELISTED
DURECT Corp
DRRX
-500
DSMC icon
8150
Distillate Small/Mid Cash Flow ETF
DSMC
$118M
-1