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
CNRG icon
5676
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$209M
$204K ﹤0.01%
3,427
-147
PHUN icon
5677
Phunware
PHUN
$47.6M
$203K ﹤0.01%
64,020
+36,985
RINC
5678
DELISTED
AXS Real Estate Income ETF
RINC
$202K ﹤0.01%
9,671
+473
EPR.PRE icon
5679
EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
$104M
$202K ﹤0.01%
6,470
+736
OST icon
5680
Ostin Technology Group
OST
$202K ﹤0.01%
+50,956
DEFT
5681
Defi Technologies
DEFT
$675M
$201K ﹤0.01%
+68,531
ABAT icon
5682
American Battery Technology Co
ABAT
$470M
$200K ﹤0.01%
123,696
+71,918
TSLY icon
5683
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.2B
$199K ﹤0.01%
24,373
+2,366
CLWT icon
5684
Euro Tech Holdings
CLWT
$9.14M
$199K ﹤0.01%
177,547
-2,800
NUGT icon
5685
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$847M
$197K ﹤0.01%
2,652
-5,007
ISOU
5686
IsoEnergy Ltd
ISOU
$471M
$197K ﹤0.01%
+27,613
PMAR icon
5687
Innovator US Equity Power Buffer ETF March
PMAR
$644M
$196K ﹤0.01%
4,644
-2,417
IMMP
5688
Immutep
IMMP
$256M
$196K ﹤0.01%
119,466
+105,190
SLND icon
5689
Southland Holdings
SLND
$249M
$196K ﹤0.01%
46,856
+33
TOUS icon
5690
T. Rowe Price International Equity ETF
TOUS
$890M
$196K ﹤0.01%
+6,049
FGDL icon
5691
Franklin Responsibly Sourced Gold ETF
FGDL
$373M
$196K ﹤0.01%
+4,447
GBTC icon
5692
Grayscale Bitcoin Trust
GBTC
$41.5B
$195K ﹤0.01%
2,300
-154
HURC icon
5693
Hurco Companies Inc
HURC
$107M
$195K ﹤0.01%
10,295
+301
IKT icon
5694
Inhibikase Therapeutics
IKT
$127M
$194K ﹤0.01%
99,678
+78,032
HNVR icon
5695
Hanover Bancorp
HNVR
$168M
$194K ﹤0.01%
8,479
+6,390
CYBN
5696
Cybin
CYBN
$297M
$191K ﹤0.01%
22,821
-23,705
ICAD
5697
DELISTED
iCAD Inc
ICAD
$191K ﹤0.01%
50,100
+9,995
ECO
5698
Okeanis Eco Tankers
ECO
$1.06B
$191K ﹤0.01%
8,781
-8,387
CSTE icon
5699
Caesarstone
CSTE
$37M
$190K ﹤0.01%
96,519
-27,905
ISMD icon
5700
Inspire Small/Mid Cap Impact ETF
ISMD
$219M
$190K ﹤0.01%
5,340
+4,816
226 227
228
229 230