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
$1.54T
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 22.63%
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
CTSO icon
5851
Cytosorbents Corp
CTSO
$45.1M
$135K ﹤0.01%
105,410
-297
DHX icon
5852
DHI Group
DHX
$79.7M
$135K ﹤0.01%
45,419
-3,037
STI icon
5853
Solidion Technology
STI
$60.8M
$135K ﹤0.01%
34,163
+32,851
NJUL icon
5854
Innovator Growth-100 Power Buffer ETF July
NJUL
$232M
$134K ﹤0.01%
1,973
EXEEL
5855
Expand Energy Corp Class C Warrants
EXEEL
$1B
$134K ﹤0.01%
1,244
-1
ATOS icon
5856
Atossa Therapeutics
ATOS
$77.8M
$134K ﹤0.01%
160,912
-123,275
FARM icon
5857
Farmer Brothers
FARM
$33.1M
$133K ﹤0.01%
97,164
-19,325
GOCO icon
5858
GoHealth
GOCO
$36.5M
$132K ﹤0.01%
23,826
-41,092
VLT icon
5859
Invesco High Income Trust II
VLT
$73.5M
$132K ﹤0.01%
12,044
-883
ABFL
5860
Abacus FCF Leaders ETF
ABFL
$780M
$130K ﹤0.01%
1,834
-779
SSBI icon
5861
Summit State Bank
SSBI
$83M
$130K ﹤0.01%
11,970
DJD icon
5862
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$399M
$130K ﹤0.01%
2,436
-1,551
CLIP icon
5863
Global X 1-3 Month T-Bill ETF
CLIP
$2.17B
$129K ﹤0.01%
1,285
+397
USEP icon
5864
Innovator US Equity Ultra Buffer ETF September
USEP
$221M
$129K ﹤0.01%
3,500
WAVE
5865
Eco Wave Power Global
WAVE
$34.4M
$129K ﹤0.01%
20,957
-197
CURV icon
5866
Torrid Holdings
CURV
$127M
$129K ﹤0.01%
43,594
+1,508
PLTY
5867
YieldMax PLTR Option Income Strategy ETF
PLTY
$568M
$129K ﹤0.01%
2,001
-999
BEEP icon
5868
Mobile Infrastructure Corp
BEEP
$115M
$129K ﹤0.01%
28,369
+7,012
VOC icon
5869
VOC Energy
VOC
$50.5M
$128K ﹤0.01%
44,785
+5,931
CNTY icon
5870
Century Casinos
CNTY
$48.9M
$128K ﹤0.01%
60,308
+5,066
WTAI icon
5871
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$439M
$127K ﹤0.01%
5,187
+3,854
EMM icon
5872
Global X Emerging Markets ex-China ETF
EMM
$42.4M
$127K ﹤0.01%
4,191
+500
MKTW icon
5873
MarketWise
MKTW
$38.7M
$127K ﹤0.01%
6,409
+1,855
UBCP icon
5874
United Bancorp
UBCP
$78.4M
$127K ﹤0.01%
8,731
CMCM
5875
Cheetah Mobile
CMCM
$213M
$127K ﹤0.01%
27,051
+1,055
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235
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