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
QRHC icon
5801
Quest Resource Holding
QRHC
$28.8M
$148K ﹤0.01%
73,365
-91,106
CIX icon
5802
Comp X International
CIX
$274M
$148K ﹤0.01%
5,575
+404
ACIU icon
5803
AC Immune
ACIU
$345M
$148K ﹤0.01%
72,895
+891
DRV icon
5804
Direxion Daily Real Estate Bear 3X Shares
DRV
$45M
$147K ﹤0.01%
5,842
-380
CBNA
5805
Chain Bridge Bancorp
CBNA
$205M
$146K ﹤0.01%
5,656
+4,853
FENG
5806
Phoenix New Media
FENG
$26.9M
$145K ﹤0.01%
67,027
-1,700
SKLZ icon
5807
Skillz
SKLZ
$97.2M
$145K ﹤0.01%
21,264
+282
CPAC
5808
Cementos Pacasmayo
CPAC
$635M
$145K ﹤0.01%
24,364
+3,564
FAUG icon
5809
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
$145K ﹤0.01%
2,953
+103
PRPL icon
5810
Purple Innovation
PRPL
$77.8M
$145K ﹤0.01%
198,535
-27,301
AWRE icon
5811
Aware
AWRE
$47.3M
$145K ﹤0.01%
76,519
LEGR icon
5812
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$119M
$145K ﹤0.01%
2,687
+18
BALY icon
5813
Bally's
BALY
$881M
$145K ﹤0.01%
15,088
+15,056
RAPT icon
5814
RAPT Therapeutics
RAPT
$703M
$144K ﹤0.01%
18,014
-28,539
UJUL icon
5815
Innovator US Equity Ultra Buffer ETF July
UJUL
$218M
$143K ﹤0.01%
3,900
CSPI icon
5816
CSP Inc
CSPI
$118M
$143K ﹤0.01%
11,072
+4,706
VERU icon
5817
Veru
VERU
$41.1M
$143K ﹤0.01%
24,616
-13,021
SLSN
5818
Solesence Inc
SLSN
$231M
$143K ﹤0.01%
+32,824
AIRO
5819
AIRO Group Holdings
AIRO
$389M
$143K ﹤0.01%
+5,937
CWEB icon
5820
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$318M
$142K ﹤0.01%
3,596
+1,363
ANRO icon
5821
Alto Neuroscience
ANRO
$349M
$142K ﹤0.01%
64,630
+17,823
UFI icon
5822
UNIFI
UFI
$75.8M
$142K ﹤0.01%
27,179
+9,713
IMPP icon
5823
Imperial Petroleum
IMPP
$200M
$142K ﹤0.01%
46,055
+26,436
CORN icon
5824
Teucrium Corn Fund
CORN
$50.1M
$142K ﹤0.01%
8,012
+5,411
CLLS
5825
Cellectis
CLLS
$327M
$142K ﹤0.01%
92,795
+6,000
231 232
233
234 235