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
RSST icon
5651
Return Stacked US Stocks & Managed Futures ETF
RSST
$282M
$217K ﹤0.01%
9,298
+6,310
UAUG icon
5652
Innovator US Equity Ultra Buffer ETF August
UAUG
$242M
$215K ﹤0.01%
5,750
ADSE icon
5653
ADS-TEC Energy
ADSE
$573M
$215K ﹤0.01%
15,588
+2,201
IH
5654
iHuman
IH
$140M
$214K ﹤0.01%
85,600
-3,200
SRFM icon
5655
Surf Air Mobility
SRFM
$151M
$214K ﹤0.01%
57,971
+43,458
NSPR icon
5656
InspireMD
NSPR
$88M
$214K ﹤0.01%
94,141
+22,875
QUVU icon
5657
Hartford Quality Value ETF
QUVU
$184M
$212K ﹤0.01%
8,270
MXE
5658
Mexico Equity and Income Fund
MXE
$51.9M
$211K ﹤0.01%
20,184
-2,867
NVDY icon
5659
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.81B
$211K ﹤0.01%
12,589
+4,791
EM
5660
Smart Share Global Ltd
EM
$353M
$210K ﹤0.01%
184,622
-66,500
NEN icon
5661
New England Realty Associates
NEN
$248M
$210K ﹤0.01%
2,874
UEIC icon
5662
Universal Electronics
UEIC
$46.9M
$210K ﹤0.01%
31,726
+516
CFSB
5663
DELISTED
CFSB Bancorp
CFSB
$210K ﹤0.01%
15,300
+10,000
AVIV icon
5664
Avantis International Large Cap Value ETF
AVIV
$880M
$210K ﹤0.01%
3,369
+2,402
CIA icon
5665
Citizens
CIA
$304M
$210K ﹤0.01%
60,032
+38,918
IPX
5666
IperionX
IPX
$1.27B
$209K ﹤0.01%
6,639
-31,758
AMTD
5667
AMTD IDEA Group
AMTD
$82.6M
$209K ﹤0.01%
212,467
PNOV icon
5668
Innovator US Equity Power Buffer ETF November
PNOV
$653M
$209K ﹤0.01%
5,289
CVLC icon
5669
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$611M
$209K ﹤0.01%
2,730
-54
BBLU icon
5670
EA Bridgeway Blue Chip ETF
BBLU
$326M
$208K ﹤0.01%
15,088
-86
SPWR icon
5671
SunPower Inc
SPWR
$150M
$207K ﹤0.01%
112,561
+75,061
OZ icon
5672
Belpointe PREP
OZ
$247M
$206K ﹤0.01%
3,223
-30
EFNL icon
5673
iShares MSCI Finland ETF
EFNL
$31.3M
$205K ﹤0.01%
5,016
-2,022
CAN
5674
Canaan Creative
CAN
$605M
$205K ﹤0.01%
331,078
-811,618
CPSS icon
5675
Consumer Portfolio Services
CPSS
$187M
$204K ﹤0.01%
20,768
+1,642
225 226
227
228 229