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
HCM icon
5576
HUTCHMED
HCM
$2.68B
$265K ﹤0.01%
17,589
-2,607
BHV icon
5577
BlackRock Virginia Muni Bond Trust
BHV
$17.8M
$265K ﹤0.01%
25,465
+11,755
FNWD icon
5578
Finward Bancorp
FNWD
$145M
$263K ﹤0.01%
9,531
+8,664
BJAN icon
5579
Innovator US Equity Buffer ETF January
BJAN
$297M
$263K ﹤0.01%
5,241
SMID icon
5580
Smith-Midland
SMID
$200M
$263K ﹤0.01%
7,841
-4,274
SEIM icon
5581
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$950M
$262K ﹤0.01%
6,224
-97
ZURA icon
5582
Zura Bio
ZURA
$236M
$262K ﹤0.01%
249,200
+165,291
LDI icon
5583
loanDepot
LDI
$584M
$259K ﹤0.01%
204,192
+142,494
GYRE icon
5584
Gyre Therapeutics
GYRE
$671M
$259K ﹤0.01%
35,258
+21,228
NAIL icon
5585
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$468M
$259K ﹤0.01%
4,886
+500
IMMX icon
5586
Immix Biopharma
IMMX
$101M
$259K ﹤0.01%
124,919
+42,627
VRA icon
5587
Vera Bradley
VRA
$68.4M
$258K ﹤0.01%
116,904
-47,814
CFBK icon
5588
CF Bankshares
CFBK
$151M
$258K ﹤0.01%
10,775
+5,756
WSO.B
5589
Watsco Inc Class B
WSO.B
$14.8B
$258K ﹤0.01%
589
+1
OSS icon
5590
One Stop Systems
OSS
$141M
$257K ﹤0.01%
72,503
+40,200
ESP icon
5591
Espey Mfg & Electronics Corp
ESP
$110M
$256K ﹤0.01%
5,606
+1,988
BYAH
5592
Park Ha Biological Technology Co
BYAH
$10.7M
$256K ﹤0.01%
+7,321
XBIT icon
5593
XBiotech
XBIT
$64.6M
$255K ﹤0.01%
85,805
-19,692
RTACU
5594
Renatus Tactical Acquisition Corp I Unit
RTACU
$206M
$255K ﹤0.01%
+20,000
GUTS icon
5595
Fractyl Health
GUTS
$149M
$254K ﹤0.01%
156,890
-3,149
SERA icon
5596
Sera Prognostics
SERA
$118M
$253K ﹤0.01%
91,382
+9,055
EML icon
5597
Eastern Company
EML
$126M
$252K ﹤0.01%
11,040
+1,300
OGI
5598
Organigram Holdings
OGI
$206M
$252K ﹤0.01%
186,367
+90,227
WYHG
5599
Wing Yip Food Holdings
WYHG
$50.8M
$251K ﹤0.01%
+168,711
RTAC
5600
Renatus Tactical Acquisition Corp I
RTAC
$344M
$251K ﹤0.01%
+21,300
222 223
224
225 226