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
JBND icon
5676
JPMorgan Active Bond ETF
JBND
$4.4B
$235K ﹤0.01%
+4,344
HITI
5677
High Tide
HITI
$254M
$235K ﹤0.01%
64,699
+44,909
SPDV icon
5678
AAM S&P 500 High Dividend Value ETF
SPDV
$76.4M
$234K ﹤0.01%
6,750
-14
CDLR icon
5679
Cadeler
CDLR
$1.58B
$233K ﹤0.01%
11,296
+4,487
DAO
5680
Youdao
DAO
$1.08B
$233K ﹤0.01%
23,407
+2,191
VABK icon
5681
Virginia National Bankshares
VABK
$217M
$232K ﹤0.01%
5,977
-2,519
CRT
5682
Cross Timbers Royalty Trust
CRT
$49M
$232K ﹤0.01%
30,754
-7,098
STRW icon
5683
Strawberry Fields REIT
STRW
$172M
$232K ﹤0.01%
18,851
-6,354
IH
5684
iHuman
IH
$116M
$231K ﹤0.01%
80,000
-5,600
SPWO icon
5685
SP Funds S&P World ex-US ETF
SPWO
$91.8M
$230K ﹤0.01%
+8,639
GLDG
5686
GoldMining Inc
GLDG
$294M
$229K ﹤0.01%
186,538
+85,865
HURC icon
5687
Hurco Companies Inc
HURC
$96.7M
$229K ﹤0.01%
13,162
+2,867
RTACU
5688
Renatus Tactical Acquisition Corp I Unit
RTACU
$193M
$229K ﹤0.01%
20,000
QGRO icon
5689
American Century US Quality Growth ETF
QGRO
$2.15B
$228K ﹤0.01%
1,997
+368
LXRX icon
5690
Lexicon Pharmaceuticals
LXRX
$472M
$228K ﹤0.01%
169,018
+37,625
ISOU
5691
IsoEnergy Ltd
ISOU
$485M
$228K ﹤0.01%
22,760
-4,853
BNTC icon
5692
Benitec Biopharma
BNTC
$406M
$226K ﹤0.01%
16,117
-18,205
MSTU
5693
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$481M
$226K ﹤0.01%
48,536
-40,109
DRTS icon
5694
Alpha Tau Medical
DRTS
$431M
$226K ﹤0.01%
50,008
+11,458
CVLC icon
5695
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$662M
$224K ﹤0.01%
2,742
+12
TOUS icon
5696
T. Rowe Price International Equity ETF
TOUS
$1.08B
$224K ﹤0.01%
6,674
+625
STRS icon
5697
Stratus Properties
STRS
$188M
$224K ﹤0.01%
10,596
-6,273
WYHG
5698
Wing Yip Food Holdings
WYHG
$40.8M
$222K ﹤0.01%
172,008
+3,297
PSET icon
5699
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$35.2M
$219K ﹤0.01%
2,873
-301
EIPX icon
5700
FT Energy Income Partners Strategy ETF
EIPX
$398M
$218K ﹤0.01%
8,314
+6,135
226 227
228
229 230