Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.65%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANIK icon
4901
Anika Therapeutics
ANIK
$142M
$1.15M ﹤0.01%
108,382
-16,454
ONLN icon
4902
ProShares Online Retail ETF
ONLN
$80.5M
$1.14M ﹤0.01%
22,547
-19,209
TTEC icon
4903
TTEC Holdings
TTEC
$154M
$1.14M ﹤0.01%
237,005
+49,717
VXX icon
4904
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$244M
$1.14M ﹤0.01%
23,677
+21,788
PLBC icon
4905
Plumas Bancorp
PLBC
$283M
$1.14M ﹤0.01%
25,541
+7,023
MVIS icon
4906
Microvision
MVIS
$346M
$1.13M ﹤0.01%
989,117
+175,618
GLL icon
4907
ProShares UltraShort Gold
GLL
$51.7M
$1.13M ﹤0.01%
50,595
+49,583
TRAK icon
4908
ReposiTrak
TRAK
$275M
$1.13M ﹤0.01%
57,308
-1,558
BWFG icon
4909
Bankwell Financial Group
BWFG
$339M
$1.12M ﹤0.01%
31,134
+6,640
KEQU icon
4910
Kewaunee Scientific
KEQU
$121M
$1.12M ﹤0.01%
19,024
-3,693
VTYX icon
4911
Ventyx Biosciences
VTYX
$587M
$1.11M ﹤0.01%
521,018
-355,143
LNKB icon
4912
LINKBANCORP
LNKB
$262M
$1.11M ﹤0.01%
151,733
-34,220
PBYI icon
4913
Puma Biotechnology
PBYI
$254M
$1.11M ﹤0.01%
322,462
+59,924
MERC icon
4914
Mercer International
MERC
$128M
$1.1M ﹤0.01%
315,053
+20,234
GSM icon
4915
FerroAtlántica
GSM
$888M
$1.1M ﹤0.01%
300,191
+179,535
EDEN icon
4916
iShares MSCI Denmark ETF
EDEN
$185M
$1.1M ﹤0.01%
9,686
+463
SPE
4917
Special Opportunities Fund
SPE
$162M
$1.1M ﹤0.01%
71,070
-45,803
ALTG icon
4918
Alta Equipment Group
ALTG
$192M
$1.1M ﹤0.01%
174,116
+28,977
CRBP icon
4919
Corbus Pharmaceuticals
CRBP
$151M
$1.1M ﹤0.01%
158,999
+82,388
TRDA icon
4920
Entrada Therapeutics
TRDA
$258M
$1.1M ﹤0.01%
163,097
+89,436
ARKO icon
4921
ARKO Corp
ARKO
$507M
$1.1M ﹤0.01%
259,023
-53,276
EHI
4922
Western Asset Global High Income Fund
EHI
$192M
$1.09M ﹤0.01%
166,784
-7,259
UPB
4923
Upstream Bio Inc
UPB
$1.35B
$1.09M ﹤0.01%
99,308
+47,917
HDG icon
4924
ProShares Hedge Replication ETF
HDG
$24.5M
$1.09M ﹤0.01%
21,979
-8,159
PLBY icon
4925
Playboy Inc
PLBY
$143M
$1.08M ﹤0.01%
667,226
+52,638
195 196
197
198 199