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
DFDV
5376
DeFi Development Corp
DFDV
$164M
$470K ﹤0.01%
33,740
+10,529
BKKT icon
5377
Bakkt Holdings
BKKT
$254M
$469K ﹤0.01%
13,937
+2,098
JBIO
5378
Jade Biosciences
JBIO
$783M
$468K ﹤0.01%
54,241
+4,468
CZWI icon
5379
Citizens Community Bancorp
CZWI
$178M
$468K ﹤0.01%
29,116
+8,436
BELFA icon
5380
Bel Fuse Inc Class A
BELFA
$1.94B
$466K ﹤0.01%
4,009
-266
TAYD icon
5381
Taylor Devices
TAYD
$179M
$466K ﹤0.01%
9,505
-263
CINT icon
5382
CI&T Inc
CINT
$607M
$465K ﹤0.01%
90,242
-59,272
TMV icon
5383
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$169M
$463K ﹤0.01%
13,219
-2,413
EYLD icon
5384
Cambria Emerging Shareholder Yield ETF
EYLD
$607M
$462K ﹤0.01%
12,428
WEST icon
5385
Westrock Coffee
WEST
$406M
$461K ﹤0.01%
94,845
-143,417
QLD icon
5386
ProShares Ultra QQQ
QLD
$10.8B
$461K ﹤0.01%
6,716
-6,412
CFBK icon
5387
CF Bankshares
CFBK
$173M
$461K ﹤0.01%
19,227
+8,452
PKOH icon
5388
Park-Ohio Holdings
PKOH
$325M
$460K ﹤0.01%
21,680
-5,850
INFU icon
5389
InfuSystem Holdings
INFU
$187M
$458K ﹤0.01%
44,251
-30,052
CEPO
5390
Cantor Equity Partners I
CEPO
$266M
$458K ﹤0.01%
43,808
+5,086
TUG icon
5391
STF Tactical Growth ETF
TUG
$37.4M
$458K ﹤0.01%
11,683
+9,512
SCLX icon
5392
Scilex Holding
SCLX
$101M
$456K ﹤0.01%
23,156
+5,102
RUNN icon
5393
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$368M
$455K ﹤0.01%
+13,282
ASEA icon
5394
Global X FTSE Southeast Asia ETF
ASEA
$70.8M
$453K ﹤0.01%
26,512
+1,363
LDWY icon
5395
Lendway
LDWY
$5.96M
$450K ﹤0.01%
82,609
+21,974
NOTV icon
5396
Inotiv
NOTV
$23M
$450K ﹤0.01%
310,291
+90,909
SMTH icon
5397
ALPS Smith Core Plus Bond ETF
SMTH
$2.29B
$450K ﹤0.01%
+17,190
BKCG
5398
BNY Mellon Concentrated Growth ETF
BKCG
$120M
$450K ﹤0.01%
12,605
+2,800
OMFS icon
5399
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$264M
$450K ﹤0.01%
10,221
-10
SRZN icon
5400
Surrozen
SRZN
$187M
$448K ﹤0.01%
34,764
214 215
216
217 218