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
CHGG icon
5476
Chegg
CHGG
$97.5M
$345K ﹤0.01%
284,958
-1,529,109
FLYY
5477
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
$344K ﹤0.01%
+68,977
IMOS
5478
ChipMOS TECHNOLOGIES
IMOS
$737M
$344K ﹤0.01%
18,993
-9,455
TMFG icon
5479
Motley Fool Global Opportunities ETF
TMFG
$397M
$343K ﹤0.01%
11,294
LXEO icon
5480
Lexeo Therapeutics
LXEO
$595M
$341K ﹤0.01%
84,781
+465
BKCG
5481
BNY Mellon Concentrated Growth ETF
BKCG
$125M
$339K ﹤0.01%
9,805
+164
BRZU icon
5482
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$140M
$339K ﹤0.01%
5,173
+5,163
SCHJ icon
5483
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$596M
$338K ﹤0.01%
13,604
+6,444
IQSU icon
5484
IQ Candriam US Large Cap Equity ETF
IQSU
$269M
$337K ﹤0.01%
6,805
+3,405
HWBK icon
5485
Hawthorn Bancshares
HWBK
$211M
$337K ﹤0.01%
11,561
+7,469
GPRO icon
5486
GoPro
GPRO
$279M
$334K ﹤0.01%
441,145
-192,419
FSMD icon
5487
Fidelity Small-Mid Multifactor ETF
FSMD
$1.69B
$333K ﹤0.01%
8,023
+7,940
EEX icon
5488
Emerald Holding
EEX
$815M
$332K ﹤0.01%
68,370
+1,110
PMTS icon
5489
CPI Card Group
PMTS
$161M
$332K ﹤0.01%
13,976
-9,639
FOSL icon
5490
Fossil Group
FOSL
$111M
$331K ﹤0.01%
223,447
-161,751
AMBR
5491
Amber International Holding Ltd
AMBR
$170M
$330K ﹤0.01%
29,940
-50,560
BETR icon
5492
Better Home & Finance Holding
BETR
$979M
$330K ﹤0.01%
26,634
+8,814
USD icon
5493
ProShares Ultra Semiconductors
USD
$1.84B
$330K ﹤0.01%
4,455
+1,803
NFGC
5494
New Found Gold
NFGC
$459M
$329K ﹤0.01%
231,421
+224,565
PSNY icon
5495
Gores Guggenheim
PSNY
$1.69B
$328K ﹤0.01%
306,818
+42,384
PXJ icon
5496
Invesco Oil & Gas Services ETF
PXJ
$28.6M
$328K ﹤0.01%
13,777
+158
PNI
5497
PIMCO New York Municipal Income Fund II
PNI
$78.1M
$328K ﹤0.01%
48,777
+2,223
CMU
5498
MFS High Yield Municipal Trust
CMU
$89.7M
$328K ﹤0.01%
98,359
+10
AIRT icon
5499
Air T
AIRT
$60.9M
$326K ﹤0.01%
14,820
+9,669
INTT icon
5500
inTEST
INTT
$102M
$323K ﹤0.01%
44,387
+5,540
218 219
220
221 222