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
MFH
5776
Mercurity Fintech Holding
MFH
$757M
$157K ﹤0.01%
40,821
+19,479
AVES icon
5777
Avantis Emerging Markets Value ETF
AVES
$813M
$157K ﹤0.01%
2,932
+1,321
STNC icon
5778
Hennessy Sustainable ETF
STNC
$94.5M
$157K ﹤0.01%
5,083
-311
CMPOW icon
5779
CompoSecure Inc Warrant
CMPOW
$1.36B
$156K ﹤0.01%
25,000
TWIN icon
5780
Twin Disc
TWIN
$227M
$156K ﹤0.01%
17,645
-6,181
VFF icon
5781
Village Farms International
VFF
$349M
$156K ﹤0.01%
141,625
+69,648
SGA icon
5782
Saga Communications
SGA
$79.3M
$156K ﹤0.01%
11,969
-2,276
VHI icon
5783
Valhi
VHI
$389M
$155K ﹤0.01%
9,595
+67
CHRS icon
5784
Coherus Oncology
CHRS
$182M
$155K ﹤0.01%
212,015
+9,067
BUFF icon
5785
Innovator Laddered Allocation Power Buffer ETF
BUFF
$809M
$155K ﹤0.01%
3,295
EP icon
5786
Empire Petroleum
EP
$108M
$154K ﹤0.01%
29,120
-67
NOM icon
5787
Nuveen Missouri Quality Municipal Income Fund
NOM
$26.1M
$153K ﹤0.01%
14,801
-3,248
TXMD icon
5788
TherapeuticsMD
TXMD
$13.8M
$152K ﹤0.01%
131,210
FTXH icon
5789
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$16.6M
$152K ﹤0.01%
5,916
+1
ENLT icon
5790
Enlight Renewable Energy
ENLT
$4.68B
$152K ﹤0.01%
6,668
+5,831
AVIG icon
5791
Avantis Core Fixed Income ETF
AVIG
$1.26B
$151K ﹤0.01%
3,640
+1,934
NRSN icon
5792
NeuroSense Therapeutics
NRSN
$31M
$151K ﹤0.01%
79,900
+29,399
ADAG
5793
Adagene
ADAG
$70.7M
$151K ﹤0.01%
77,238
-21,836
TFLR icon
5794
T. Rowe Price Floating Rate ETF
TFLR
$385M
$150K ﹤0.01%
2,918
-11
JG
5795
Aurora Mobile
JG
$38.8M
$150K ﹤0.01%
13,929
+12,884
OTF
5796
Blue Owl Technology Finance Corp
OTF
$6.72B
$149K ﹤0.01%
+9,790
ELA icon
5797
Envela
ELA
$254M
$149K ﹤0.01%
24,333
+2,681
UJAN icon
5798
Innovator US Equity Ultra Buffer ETF January
UJAN
$208M
$149K ﹤0.01%
3,675
QQQI icon
5799
NEOS Nasdaq 100 High Income ETF
QQQI
$4.9B
$148K ﹤0.01%
2,855
+2,115
GMGI icon
5800
Golden Matrix Group
GMGI
$144M
$148K ﹤0.01%
87,254
+20,174
230 231
232
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