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
FMDE icon
5201
Fidelity Enhanced Mid Cap ETF
FMDE
$3.47B
$632K ﹤0.01%
18,375
+3,206
LAES icon
5202
SEALSQ Corp
LAES
$1.06B
$632K ﹤0.01%
156,837
-811
FLXS icon
5203
Flexsteel Industries
FLXS
$185M
$632K ﹤0.01%
17,540
-5,261
MPX icon
5204
Marine Products Corp
MPX
$292M
$632K ﹤0.01%
74,240
+21,804
WOLF icon
5205
Wolfspeed
WOLF
$566M
$631K ﹤0.01%
1,583,201
-3,871,927
MYFW icon
5206
First Western Financial
MYFW
$225M
$631K ﹤0.01%
27,974
+6,890
RZLV
5207
Rezolve AI
RZLV
$1.3B
$629K ﹤0.01%
204,713
+123,724
CCRD
5208
DELISTED
CoreCard
CCRD
$629K ﹤0.01%
21,717
+852
FXC icon
5209
Invesco CurrencyShares Canadian Dollar Trust
FXC
$90.1M
$627K ﹤0.01%
8,729
+3,063
SCHY icon
5210
Schwab International Dividend Equity ETF
SCHY
$1.33B
$625K ﹤0.01%
22,839
-1,739
SVIX icon
5211
-1x Short VIX Futures ETF
SVIX
$159M
$623K ﹤0.01%
40,150
+17,004
KFS icon
5212
Kingsway Financial Services
KFS
$406M
$622K ﹤0.01%
45,958
+8,778
SLI
5213
Standard Lithium
SLI
$772M
$622K ﹤0.01%
317,444
-235,399
MAMA icon
5214
Mama's Creations
MAMA
$434M
$622K ﹤0.01%
74,888
+7,401
KYTX icon
5215
Kyverna Therapeutics
KYTX
$275M
$620K ﹤0.01%
202,038
+67,128
FDSB
5216
Fifth District Bancorp
FDSB
$74.1M
$618K ﹤0.01%
50,000
+49,848
BUFD icon
5217
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.49B
$617K ﹤0.01%
23,246
+22,166
NRT
5218
North European Oil Royalty Trust
NRT
$56M
$617K ﹤0.01%
123,207
-24,481
DBP icon
5219
Invesco DB Precious Metals Fund
DBP
$226M
$617K ﹤0.01%
8,213
-674
LTRX icon
5220
Lantronix
LTRX
$183M
$615K ﹤0.01%
214,148
+128,586
DFSV icon
5221
Dimensional US Small Cap Value ETF
DFSV
$5.2B
$614K ﹤0.01%
20,873
+1,481
OTLY
5222
Oatly Group
OTLY
$442M
$614K ﹤0.01%
51,699
+2,483
RICK icon
5223
RCI Hospitality Holdings
RICK
$207M
$610K ﹤0.01%
16,013
-18,189
SVCO
5224
Silvaco Group
SVCO
$159M
$609K ﹤0.01%
129,097
-87,776
STRZ
5225
Starz Entertainment Corp
STRZ
$180M
$608K ﹤0.01%
+37,848
207 208
209
210 211