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
FXNC icon
5451
First National Corp
FXNC
$205M
$367K ﹤0.01%
18,852
+12,062
SELF
5452
Global Self Storage
SELF
$56.2M
$366K ﹤0.01%
68,506
+14,541
SUSL icon
5453
iShares ESG MSCI USA Leaders ETF
SUSL
$954M
$366K ﹤0.01%
3,374
-19,021
MINO icon
5454
PIMCO Municipal Income Opportunities Active ETF
MINO
$358M
$365K ﹤0.01%
8,262
+8,261
ACU icon
5455
Acme United Corp
ACU
$144M
$365K ﹤0.01%
8,798
+2,243
RFEU icon
5456
First Trust RiverFront Dynamic Europe ETF
RFEU
$7.18M
$364K ﹤0.01%
5,228
BSET icon
5457
Bassett Furniture
BSET
$130M
$363K ﹤0.01%
23,891
+7,079
GILT icon
5458
Gilat Satellite Networks
GILT
$848M
$362K ﹤0.01%
51,071
+30,814
HRZN icon
5459
Horizon Technology Finance
HRZN
$291M
$361K ﹤0.01%
50,160
-66,292
RHLD
5460
Resolute Holdings Management
RHLD
$1.36B
$361K ﹤0.01%
11,320
-5,670
TOI icon
5461
The Oncology Institute
TOI
$395M
$360K ﹤0.01%
175,373
+144,885
CSB icon
5462
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$262M
$359K ﹤0.01%
6,479
-1,301
SWZ
5463
Swiss Helvetia Fund
SWZ
$77.7M
$358K ﹤0.01%
56,435
-4,025
POWR
5464
iShares U.S. Power Infrastructure ETF
POWR
$82.9M
$357K ﹤0.01%
15,035
-5,082
SUNS
5465
Sunrise Realty Trust
SUNS
$128M
$356K ﹤0.01%
33,576
+4,888
DBI icon
5466
Designer Brands
DBI
$200M
$355K ﹤0.01%
148,972
-1,257,730
IRWD icon
5467
Ironwood Pharmaceuticals
IRWD
$352M
$354K ﹤0.01%
494,034
-1,369,187
FNGS icon
5468
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$540M
$353K ﹤0.01%
5,421
+3,808
BJK icon
5469
VanEck Gaming ETF
BJK
$24.6M
$351K ﹤0.01%
8,275
-6,220
MRCC icon
5470
Monroe Capital Corp
MRCC
$149M
$350K ﹤0.01%
55,019
-6,428
NURE icon
5471
Nuveen Short-Term REIT ETF
NURE
$31.9M
$349K ﹤0.01%
11,757
-5,369
HLVX
5472
DELISTED
HilleVax
HLVX
$348K ﹤0.01%
174,906
-480,771
FORTY
5473
Formula Systems
FORTY
$2.26B
$346K ﹤0.01%
2,708
-100
HYSA icon
5474
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$31M
$346K ﹤0.01%
22,754
NTZ
5475
Natuzzi
NTZ
$346K ﹤0.01%
106,366
-2,277
217 218
219
220 221