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
AIRS icon
5626
AirSculpt Technologies
AIRS
$600M
$236K ﹤0.01%
48,896
+8,656
OCS icon
5627
Oculis Holding
OCS
$1.12B
$236K ﹤0.01%
12,158
+7,042
DFLV icon
5628
Dimensional US Large Cap Value ETF
DFLV
$4.21B
$236K ﹤0.01%
7,598
+3,243
FINW icon
5629
FinWise Bancorp
FINW
$261M
$234K ﹤0.01%
15,568
+11,400
PSET icon
5630
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$53.3M
$234K ﹤0.01%
3,174
+890
SRTS icon
5631
Sensus Healthcare
SRTS
$60.7M
$233K ﹤0.01%
49,132
-146,172
WEAT icon
5632
Teucrium Wheat Fund
WEAT
$124M
$232K ﹤0.01%
52,236
-23,906
PRLD icon
5633
Prelude Therapeutics
PRLD
$78.7M
$230K ﹤0.01%
284,382
-18,397
JMEE icon
5634
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.02B
$228K ﹤0.01%
3,842
+1,339
FESM icon
5635
Fidelity Enhanced Small Cap ETF
FESM
$2.45B
$227K ﹤0.01%
7,111
+4,403
EWJV icon
5636
iShares MSCI Japan Value ETF
EWJV
$497M
$227K ﹤0.01%
6,541
+3,686
LYEL icon
5637
Lyell Immunopharma
LYEL
$318M
$227K ﹤0.01%
25,698
-17,622
AOUT icon
5638
American Outdoor Brands
AOUT
$86.7M
$226K ﹤0.01%
21,641
+7,177
SIFY
5639
Sify Technologies
SIFY
$820M
$226K ﹤0.01%
49,167
+20,418
DTI icon
5640
Drilling Tools International
DTI
$73.8M
$225K ﹤0.01%
78,908
+27,224
BDTX icon
5641
Black Diamond Therapeutics
BDTX
$220M
$224K ﹤0.01%
90,318
-334,042
AQLT
5642
iShares MSCI Global Quality Factor ETF
AQLT
$207M
$224K ﹤0.01%
+8,775
PSEP icon
5643
Innovator US Equity Power Buffer ETF September
PSEP
$992M
$223K ﹤0.01%
5,453
DPRO
5644
Draganfly
DPRO
$229M
$222K ﹤0.01%
70,112
+66,755
DFEV icon
5645
Dimensional Emerging Markets Value ETF
DFEV
$1.21B
$222K ﹤0.01%
7,407
-5,113
RCG
5646
RENN Fund
RCG
$18M
$221K ﹤0.01%
83,151
+15,766
EVI icon
5647
EVI Industries
EVI
$364M
$221K ﹤0.01%
10,101
-35
SPDV icon
5648
AAM S&P 500 High Dividend Value ETF
SPDV
$72.8M
$219K ﹤0.01%
6,764
+9
PAPR icon
5649
Innovator US Equity Power Buffer ETF April
PAPR
$829M
$218K ﹤0.01%
5,838
+3,795
AUST icon
5650
Austin Gold Corp
AUST
$22.8M
$217K ﹤0.01%
168,600
+37,000
224 225
226
227 228