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
VTEC icon
5701
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.29B
$190K ﹤0.01%
+1,942
AFRI icon
5702
Forafric Global
AFRI
$258M
$189K ﹤0.01%
24,246
+9,192
ANTX icon
5703
AN2 Therapeutics
ANTX
$31.2M
$189K ﹤0.01%
178,243
+177,943
BWMX icon
5704
Betterware México
BWMX
$533M
$189K ﹤0.01%
21,799
-83,127
NAK
5705
Northern Dynasty Minerals
NAK
$999M
$189K ﹤0.01%
140,674
+68,727
BOCT icon
5706
Innovator US Equity Buffer ETF October
BOCT
$232M
$188K ﹤0.01%
4,143
SSBK
5707
DELISTED
Southern States Bancshares
SSBK
$188K ﹤0.01%
5,173
-8,244
IMDX
5708
Insight Molecular Diagnostics
IMDX
$191M
$188K ﹤0.01%
62,208
+500
UP icon
5709
Wheels Up
UP
$864M
$188K ﹤0.01%
175,548
+29,663
DIEM icon
5710
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$23.4M
$187K ﹤0.01%
6,257
+354
RSF
5711
RiverNorth Capital and Income Fund
RSF
$62.8M
$187K ﹤0.01%
12,863
-744
TDVG icon
5712
T. Rowe Price Dividend Growth ETF
TDVG
$1.1B
$187K ﹤0.01%
4,403
+3,442
WALD icon
5713
Waldencast
WALD
$225M
$187K ﹤0.01%
76,167
+31,398
TVGN icon
5714
Tevogen Bio Holdings
TVGN
$103M
$186K ﹤0.01%
148,922
+83,021
JTEK icon
5715
JPMorgan US Tech Leaders ETF
JTEK
$2.72B
$186K ﹤0.01%
2,198
+871
KOLD icon
5716
ProShares UltraShort Bloomberg Natural Gas
KOLD
$143M
$185K ﹤0.01%
7,233
-26,997
PDEX icon
5717
Pro-Dex
PDEX
$106M
$185K ﹤0.01%
4,232
-3,228
STRO icon
5718
Sutro Biopharma
STRO
$83.4M
$185K ﹤0.01%
258,595
+62,735
NVCT icon
5719
Nuvectis Pharma
NVCT
$145M
$184K ﹤0.01%
24,693
+17,716
FTQI icon
5720
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$722M
$184K ﹤0.01%
9,423
+5,339
SOXQ icon
5721
Invesco PHLX Semiconductor ETF
SOXQ
$638M
$184K ﹤0.01%
4,208
+3,137
JMSI icon
5722
JPMorgan Sustainable Municipal Income ETF
JMSI
$320M
$183K ﹤0.01%
3,709
-2
DAO
5723
Youdao
DAO
$1.26B
$182K ﹤0.01%
21,216
-2,515
LNSR icon
5724
LENSAR
LNSR
$149M
$182K ﹤0.01%
13,813
+8,483
RDNW
5725
RideNow Group
RDNW
$158M
$182K ﹤0.01%
78,625
-12,903
227 228
229
230 231