Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCRB icon
5651
Hartford Core Bond ETF
HCRB
$341M
$249K ﹤0.01%
7,003
+6,660
COOK icon
5652
Traeger
COOK
$141M
$248K ﹤0.01%
203,333
+121,584
CPSH icon
5653
CPS Technologies
CPSH
$58.1M
$248K ﹤0.01%
69,440
+26,500
DFEV icon
5654
Dimensional Emerging Markets Value ETF
DFEV
$1.25B
$248K ﹤0.01%
7,766
+359
ANRO icon
5655
Alto Neuroscience
ANRO
$616M
$245K ﹤0.01%
61,036
-3,594
CPER icon
5656
United States Copper Index Fund
CPER
$374M
$244K ﹤0.01%
8,144
+670
DCRE icon
5657
DoubleLine Commercial Real Estate ETF
DCRE
$335M
$244K ﹤0.01%
4,685
+4,594
IOBT icon
5658
IO Biotech
IOBT
$48.9M
$243K ﹤0.01%
668,402
+14,724
ALTI icon
5659
AlTi Global
ALTI
$498M
$243K ﹤0.01%
68,141
-21,366
ANTX icon
5660
AN2 Therapeutics
ANTX
$30.7M
$242K ﹤0.01%
190,770
+12,527
BSVO icon
5661
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.86B
$242K ﹤0.01%
10,683
-2,830
QQQI icon
5662
NEOS Nasdaq 100 High Income ETF
QQQI
$6.9B
$242K ﹤0.01%
4,459
+1,604
NRGV icon
5663
Energy Vault
NRGV
$770M
$240K ﹤0.01%
80,958
-9,836
AVIV icon
5664
Avantis International Large Cap Value ETF
AVIV
$976M
$240K ﹤0.01%
3,563
+194
HCM icon
5665
HUTCHMED
HCM
$2.29B
$239K ﹤0.01%
15,177
-2,412
AMTD
5666
AMTD IDEA Group
AMTD
$83.4M
$239K ﹤0.01%
212,467
POWR
5667
iShares U.S. Power Infrastructure ETF
POWR
$72.1M
$239K ﹤0.01%
9,511
-5,524
CNYA icon
5668
iShares MSCI China A ETF
CNYA
$210M
$238K ﹤0.01%
6,923
+6,390
CLWT icon
5669
Euro Tech Holdings
CLWT
$8.53M
$237K ﹤0.01%
175,847
-1,700
CMMB
5670
Chemomab Therapeutics
CMMB
$12.2M
$237K ﹤0.01%
90,065
-313,469
PYXS icon
5671
Pyxis Oncology
PYXS
$80.3M
$237K ﹤0.01%
106,607
-53,567
VERI icon
5672
Veritone
VERI
$481M
$237K ﹤0.01%
49,073
-31,542
WSO.B
5673
Watsco Inc Class B
WSO.B
$236K ﹤0.01%
589
QUVU icon
5674
Hartford Quality Value ETF
QUVU
$191M
$236K ﹤0.01%
8,891
+621
LCTD icon
5675
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$225M
$236K ﹤0.01%
4,420
+4,419
225 226
227
228 229