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
FJUL icon
5551
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
$283K ﹤0.01%
5,479
-48
MODV
5552
DELISTED
ModivCare
MODV
$281K ﹤0.01%
90,140
-387,757
ASRT icon
5553
Assertio
ASRT
$72.2M
$281K ﹤0.01%
438,492
-111,826
UPGD icon
5554
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$107M
$281K ﹤0.01%
3,962
-1,011
AVSU icon
5555
Avantis Responsible US Equity ETF
AVSU
$433M
$279K ﹤0.01%
4,064
-1,216
AMTX icon
5556
Aemetis
AMTX
$130M
$278K ﹤0.01%
112,285
-40,314
FFAI
5557
Faraday Future Intelligent Electric
FFAI
$187M
$278K ﹤0.01%
165,728
+122,263
FCO
5558
abrdn Global Income Fund
FCO
$39.2M
$278K ﹤0.01%
43,509
+1,424
XEMD icon
5559
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$442M
$278K ﹤0.01%
6,430
+108
EPHE icon
5560
iShares MSCI Philippines ETF
EPHE
$96.8M
$277K ﹤0.01%
10,222
-16,871
BSVO icon
5561
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.7B
$275K ﹤0.01%
13,513
YINN icon
5562
Direxion Daily FTSE China Bull 3X Shares
YINN
$916M
$275K ﹤0.01%
6,707
-18,322
IPAY icon
5563
Amplify Mobile Payments ETF
IPAY
$245M
$275K ﹤0.01%
4,586
+443
MBX
5564
MBX Biosciences
MBX
$1.01B
$274K ﹤0.01%
24,008
-90,602
PYPD icon
5565
PolyPid
PYPD
$60.3M
$274K ﹤0.01%
77,590
+76,712
RDCM icon
5566
Radcom
RDCM
$215M
$272K ﹤0.01%
19,984
+19,458
AVR
5567
Anteris Technologies
AVR
$152M
$271K ﹤0.01%
71,427
+23,727
MRNO
5568
Murano Global Investments
MRNO
$201M
$270K ﹤0.01%
25,575
-74
ARAI
5569
Arrive AI Inc
ARAI
$165M
$269K ﹤0.01%
+23,014
VIDI icon
5570
Vident International Equity Strategy
VIDI
$402M
$268K ﹤0.01%
+9,073
ASST icon
5571
Strive Inc
ASST
$1.15B
$267K ﹤0.01%
+71,200
LFT
5572
Lument Finance Trust
LFT
$80.6M
$266K ﹤0.01%
120,439
+75,083
SRBK icon
5573
SR Bancorp
SRBK
$117M
$266K ﹤0.01%
19,682
+19,076
STRW icon
5574
Strawberry Fields REIT
STRW
$151M
$266K ﹤0.01%
25,205
-4,867
NTSI icon
5575
WisdomTree International Efficient Core Fund
NTSI
$438M
$265K ﹤0.01%
6,475
+5,578
221 222
223
224 225