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
KRMD icon
4926
KORU Medical Systems
KRMD
$178M
$1.07M ﹤0.01%
299,820
+106,612
MTA
4927
Metalla Royalty & Streaming
MTA
$625M
$1.07M ﹤0.01%
278,750
+274,649
BWMN icon
4928
Bowman Consulting
BWMN
$742M
$1.07M ﹤0.01%
37,131
-3,798
BUFC icon
4929
AB Conservative Buffer ETF
BUFC
$953M
$1.07M ﹤0.01%
26,987
+18,329
ESML icon
4930
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
$1.06M ﹤0.01%
25,699
+40
QSG
4931
QuantaSing Group
QSG
$371M
$1.06M ﹤0.01%
112,204
+108,525
RZLT icon
4932
Rezolute
RZLT
$827M
$1.06M ﹤0.01%
237,153
+80,834
AUTL
4933
Autolus Therapeutics
AUTL
$415M
$1.05M ﹤0.01%
462,606
+153,030
TMFC icon
4934
Motley Fool 100 Index ETF
TMFC
$1.8B
$1.05M ﹤0.01%
16,347
+3,299
PBPB
4935
DELISTED
Potbelly
PBPB
$1.05M ﹤0.01%
85,963
+7,791
SSSS icon
4936
SuRo Capital
SSSS
$256M
$1.05M ﹤0.01%
128,168
-25,181
PHVS icon
4937
Pharvaris
PHVS
$1.45B
$1.05M ﹤0.01%
59,772
-15,593
TTI icon
4938
TETRA Technologies
TTI
$959M
$1.05M ﹤0.01%
312,545
-86,219
FSTR icon
4939
Foster
FSTR
$286M
$1.05M ﹤0.01%
47,886
-2,803
CCIR
4940
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
$1.05M ﹤0.01%
95,421
-20,049
ARKB icon
4941
ARK 21Shares Bitcoin ETF
ARKB
$1.7B
$1.05M ﹤0.01%
29,218
-7,646
RRBI icon
4942
Red River Bancshares
RRBI
$427M
$1.04M ﹤0.01%
17,739
+6,756
BKSE icon
4943
BNY Mellon US Small Cap Core Equity ETF
BKSE
$58.6M
$1.04M ﹤0.01%
10,421
+6,898
BNT
4944
Brookfield Wealth Solutions
BNT
$14B
$1.04M ﹤0.01%
16,852
+118
MITT
4945
AG Mortgage Investment Trust
MITT
$227M
$1.04M ﹤0.01%
137,723
-28,135
ESPR icon
4946
Esperion Therapeutics
ESPR
$683M
$1.04M ﹤0.01%
1,055,488
-5,531,144
DENN icon
4947
Denny's
DENN
$212M
$1.04M ﹤0.01%
252,897
-92,991
EBND icon
4948
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.13B
$1.04M ﹤0.01%
48,390
+2,080
TRON
4949
Tron Inc
TRON
$620M
$1.04M ﹤0.01%
133,581
+133,507
PACB icon
4950
Pacific Biosciences
PACB
$673M
$1.03M ﹤0.01%
831,770
-2,539,962
196 197
198
199 200