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
MFI
5526
mF International
MFI
$38M
$303K ﹤0.01%
+6,250
GRNY
5527
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.89B
$302K ﹤0.01%
13,318
+975
IHY icon
5528
VanEck International High Yield Bond ETF
IHY
$45.8M
$302K ﹤0.01%
13,689
+1
ONEY icon
5529
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$866M
$302K ﹤0.01%
2,788
+300
NVNO icon
5530
enVVeno Medical
NVNO
$13.6M
$301K ﹤0.01%
75,337
+9,373
JMM icon
5531
Nuveen Multi-Market Income Fund
JMM
$58.2M
$299K ﹤0.01%
47,573
-7,261
KTF
5532
DWS Municipal Income Trust
KTF
$360M
$298K ﹤0.01%
33,668
+6,780
PAI
5533
Western Asset Investment Grade Income Fund
PAI
$119M
$295K ﹤0.01%
22,739
-4,659
HUSV icon
5534
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$93.9M
$295K ﹤0.01%
7,381
+372
RBLD icon
5535
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$15.2M
$293K ﹤0.01%
4,100
-3,589
LIQT icon
5536
LiqTech
LIQT
$24.3M
$293K ﹤0.01%
183,103
+36,515
GBIO icon
5537
Generation Bio
GBIO
$35M
$292K ﹤0.01%
91,283
+3,389
VOXR
5538
Vox Royalty Corp
VOXR
$267M
$292K ﹤0.01%
92,395
+89,632
BLNK icon
5539
Blink Charging
BLNK
$188M
$292K ﹤0.01%
310,410
-19,991
IETC icon
5540
iShares US Tech Independence Focused ETF
IETC
$940M
$291K ﹤0.01%
3,096
-164
DIBS icon
5541
1stdibs.com
DIBS
$129M
$288K ﹤0.01%
104,787
-22,884
SBFG icon
5542
SB Financial Group
SBFG
$129M
$288K ﹤0.01%
15,074
+9,926
PAL
5543
Proficient Auto Logistics
PAL
$201M
$288K ﹤0.01%
39,658
-6,808
FENI icon
5544
Fidelity Enhanced International ETF
FENI
$4.27B
$287K ﹤0.01%
8,630
-1,588
LFVN icon
5545
LifeVantage
LFVN
$91.9M
$286K ﹤0.01%
21,851
+10,217
CPLS icon
5546
AB Core Plus Bond ETF
CPLS
$178M
$285K ﹤0.01%
8,043
-834
CZWI icon
5547
Citizens Community Bancorp
CZWI
$162M
$285K ﹤0.01%
20,680
+14,371
BIOX icon
5548
Bioceres Crop Solutions
BIOX
$106M
$285K ﹤0.01%
63,789
-31,862
SPYI icon
5549
NEOS S&P 500 High Income ETF
SPYI
$5.39B
$284K ﹤0.01%
5,647
+1,958
MNPR icon
5550
Monopar Therapeutics
MNPR
$511M
$284K ﹤0.01%
7,932
+6,508
220 221
222
223 224