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
PROP icon
5826
Prairie Operating Co
PROP
$92M
$141K ﹤0.01%
47,223
+39,633
NBP
5827
NovaBridge Biosciences American Depositary Shares
NBP
$491M
$141K ﹤0.01%
58,295
+23,478
IQDY icon
5828
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$84.5M
$140K ﹤0.01%
4,342
CIK
5829
Credit Suisse Asset Management Income Fund
CIK
$157M
$140K ﹤0.01%
47,241
+20,204
COOK icon
5830
Traeger
COOK
$137M
$140K ﹤0.01%
81,749
-48,802
QIPT
5831
Quipt Home Medical
QIPT
$102M
$140K ﹤0.01%
78,077
-119,427
SVOL icon
5832
Simplify Volatility Premium ETF
SVOL
$729M
$140K ﹤0.01%
7,590
+2,583
MCHPP
5833
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$139K ﹤0.01%
+2,091
GJUL icon
5834
FT Vest US Equity Moderate Buffer ETF July
GJUL
$599M
$139K ﹤0.01%
3,596
+3,580
OPAL icon
5835
OPAL Fuels
OPAL
$62.6M
$139K ﹤0.01%
57,366
+56,628
BALT icon
5836
Innovator Defined Wealth Shield ETF
BALT
$1.69B
$139K ﹤0.01%
4,324
+941
DMAY icon
5837
FT Vest US Equity Deep Buffer ETF May
DMAY
$289M
$138K ﹤0.01%
3,228
FMN
5838
Federated Hermes Premier Municipal Income Fund
FMN
$86.6M
$138K ﹤0.01%
12,981
-167
HYPD
5839
Hyperion DeFi Inc
HYPD
$58.4M
$138K ﹤0.01%
13,292
+13,267
AREN icon
5840
Arena Group
AREN
$244M
$138K ﹤0.01%
22,247
+12,247
GANX icon
5841
Gain Therapeutics
GANX
$66.1M
$138K ﹤0.01%
76,512
-23,283
MVO
5842
MV Oil Trust
MVO
$53.8M
$138K ﹤0.01%
23,890
+22,039
WRAP icon
5843
Wrap Technologies
WRAP
$127M
$137K ﹤0.01%
87,955
-8,639
CHCI icon
5844
Comstock Holding Companies
CHCI
$151M
$136K ﹤0.01%
13,527
+2,989
CRDL
5845
Cardiol Therapeutics
CRDL
$104M
$136K ﹤0.01%
99,881
+40,268
TBT icon
5846
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$280M
$136K ﹤0.01%
3,865
-410
SDS icon
5847
ProShares UltraShort S&P500
SDS
$459M
$135K ﹤0.01%
8,135
-7,869
XAIX
5848
Xtrackers Artificial Intelligence and Big Data ETF
XAIX
$81.4M
$135K ﹤0.01%
+3,538
CDLR icon
5849
Cadeler
CDLR
$1.53B
$135K ﹤0.01%
6,809
+842
CVEO icon
5850
Civeo
CVEO
$254M
$135K ﹤0.01%
5,859
+1,131
232 233
234
235 236