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
STRT icon
5401
STRATTEC Security
STRT
$278M
$413K ﹤0.01%
6,639
-1,281
FSEP icon
5402
FT Vest US Equity Buffer ETF September
FSEP
$1B
$411K ﹤0.01%
8,568
+1,464
ASEA icon
5403
Global X FTSE Southeast Asia ETF
ASEA
$68M
$410K ﹤0.01%
25,149
-2,236
OMFS icon
5404
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$253M
$410K ﹤0.01%
10,231
+484
NCTY
5405
The9 Ltd
NCTY
$116M
$410K ﹤0.01%
52,647
-84,757
CNL
5406
Collective Mining Ltd
CNL
$1.01B
$409K ﹤0.01%
37,397
-17,337
WRN
5407
Western Copper and Gold
WRN
$389M
$408K ﹤0.01%
326,503
+166,213
BNTC icon
5408
Benitec Biopharma
BNTC
$413M
$402K ﹤0.01%
34,322
+7,662
BWAY
5409
Brainsway
BWAY
$308M
$399K ﹤0.01%
30,375
+117
NOTV icon
5410
Inotiv
NOTV
$40.5M
$399K ﹤0.01%
219,382
+203,864
CBFV icon
5411
CB Financial Services
CBFV
$160M
$398K ﹤0.01%
13,979
+3,579
MBOT icon
5412
Microbot Medical
MBOT
$140M
$398K ﹤0.01%
157,770
+136,757
INBX icon
5413
Inhibrx
INBX
$1.2B
$397K ﹤0.01%
27,808
-9,092
JMOM icon
5414
JPMorgan US Momentum Factor ETF
JMOM
$1.85B
$397K ﹤0.01%
6,168
-1,707
RVSB icon
5415
Riverview Bancorp
RVSB
$114M
$396K ﹤0.01%
72,049
+39,524
UPRO icon
5416
ProShares UltraPro S&P 500
UPRO
$4.84B
$396K ﹤0.01%
4,329
-24,524
MGNR icon
5417
American Beacon GLG Natural Resources ETF
MGNR
$228M
$395K ﹤0.01%
11,903
-37,741
LVWR icon
5418
LiveWire
LVWR
$1.06B
$393K ﹤0.01%
85,404
+58,131
UMAC icon
5419
Unusual Machines
UMAC
$393M
$393K ﹤0.01%
45,803
+22,609
SKBL
5420
Skyline Builders Group
SKBL
$117M
$392K ﹤0.01%
31,107
+29,107
BANX
5421
ArrowMark Financial
BANX
$152M
$392K ﹤0.01%
18,719
+7,677
TARA icon
5422
Protara Therapeutics
TARA
$171M
$391K ﹤0.01%
128,915
+62,700
MAZE
5423
Maze Therapeutics
MAZE
$1.44B
$390K ﹤0.01%
31,781
+7,888
VINP icon
5424
Vinci Compass Investments Ltd
VINP
$737M
$390K ﹤0.01%
40,314
+11,838
FSFG icon
5425
First Savings Financial Group
FSFG
$211M
$389K ﹤0.01%
15,521
+9,223
215 216
217
218 219