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
DPRO
4876
Draganfly
DPRO
$193M
$1.38M ﹤0.01%
169,965
+99,853
AHL
4877
Aspen Insurance
AHL
$3.41B
$1.38M ﹤0.01%
37,648
-23,572
PFEB icon
4878
Innovator US Equity Power Buffer ETF February
PFEB
$740M
$1.38M ﹤0.01%
34,802
+30,530
SGU icon
4879
Star Group
SGU
$386M
$1.38M ﹤0.01%
116,687
+184
GINN icon
4880
Goldman Sachs Innovate Equity ETF
GINN
$238M
$1.38M ﹤0.01%
18,681
-227
GEVO icon
4881
Gevo
GEVO
$523M
$1.38M ﹤0.01%
701,947
-628,919
KRT icon
4882
Karat Packaging
KRT
$459M
$1.38M ﹤0.01%
54,554
-9,130
SDG icon
4883
iShares MSCI Global Sustainable Development Goals ETF
SDG
$165M
$1.37M ﹤0.01%
16,485
+789
NEE.PRT
4884
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.45B
$1.37M ﹤0.01%
29,081
-9,456
PHD
4885
DELISTED
Pioneer Floating Rate Fund
PHD
$1.37M ﹤0.01%
137,192
+4,534
FF icon
4886
Future Fuel
FF
$149M
$1.36M ﹤0.01%
350,739
-13,970
OGIG icon
4887
ALPS O'Shares Global Internet Giants ETF
OGIG
$146M
$1.36M ﹤0.01%
23,672
-907
TENX icon
4888
Tenax Therapeutics
TENX
$81.8M
$1.36M ﹤0.01%
178,329
+319
MSTY icon
4889
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.63B
$1.35M ﹤0.01%
96,577
+25,767
CWBC
4890
Community West Bancshares
CWBC
$441M
$1.35M ﹤0.01%
64,565
-3,341
ARX
4891
Accelerant Holdings
ARX
$3.62B
$1.34M ﹤0.01%
+90,099
BIOA
4892
BioAge Labs
BIOA
$480M
$1.34M ﹤0.01%
228,158
+14,655
TZOO icon
4893
Travelzoo
TZOO
$78.5M
$1.34M ﹤0.01%
136,465
+84,746
CYBN
4894
Cybin
CYBN
$358M
$1.34M ﹤0.01%
227,661
+204,840
ULH icon
4895
Universal Logistics Holdings
ULH
$419M
$1.34M ﹤0.01%
57,107
-9,849
IBHJ icon
4896
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$91.6M
$1.34M ﹤0.01%
49,824
+1,913
HAFN icon
4897
Hafnia
HAFN
$2.68B
$1.33M ﹤0.01%
222,619
+82,704
NEXM
4898
NexMetals Mining Corp
NEXM
$125M
$1.33M ﹤0.01%
+241,123
LMNR icon
4899
Limoneira
LMNR
$265M
$1.33M ﹤0.01%
89,622
-11,440
NMAX
4900
Newsmax Inc
NMAX
$1.18B
$1.33M ﹤0.01%
107,203
+18,229
194 195
196
197 198