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
SCLZ icon
5876
Swan Enhanced Dividend Income ETF
SCLZ
$13.6M
$127K ﹤0.01%
2,395
CALI
5877
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$159M
$126K ﹤0.01%
+2,500
RPID icon
5878
Rapid Micro Biosystems
RPID
$126M
$125K ﹤0.01%
36,223
+16,658
BCAB icon
5879
BioAtla
BCAB
$35.5M
$125K ﹤0.01%
315,571
-280,016
ARKX icon
5880
ARK Space Exploration & Innovation ETF
ARKX
$447M
$124K ﹤0.01%
5,145
-235
LXRX icon
5881
Lexicon Pharmaceuticals
LXRX
$520M
$124K ﹤0.01%
131,393
-510,236
GUSH icon
5882
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$225M
$124K ﹤0.01%
5,445
-541
SPXU icon
5883
ProShares UltraPro Short S&P 500
SPXU
$538M
$124K ﹤0.01%
7,368
-3,297
FDG icon
5884
American Century Focused Dynamic Growth ETF
FDG
$361M
$124K ﹤0.01%
1,133
+135
CLYM
5885
Climb Bio
CLYM
$131M
$123K ﹤0.01%
99,459
-77,520
PAMT
5886
PAMT Corp
PAMT
$214M
$123K ﹤0.01%
9,531
+668
MSTZ
5887
T-Rex 2X Inverse MSTR Daily Target ETF
MSTZ
$170M
$122K ﹤0.01%
29,198
+23,268
YSEP icon
5888
FT Vest International Equity Buffer ETF September
YSEP
$97.8M
$122K ﹤0.01%
+5,000
VFS icon
5889
VinFast Auto
VFS
$7.76B
$122K ﹤0.01%
34,140
-38,209
STKS icon
5890
The ONE Group
STKS
$62.5M
$122K ﹤0.01%
30,093
-25,191
AIRJ
5891
Montana Technologies Corp
AIRJ
$291M
$122K ﹤0.01%
26,291
+15,484
TCI icon
5892
Transcontinental Realty Investors
TCI
$413M
$122K ﹤0.01%
2,856
+1,053
TBLU
5893
Tortoise Global Water Fund
TBLU
$63.7M
$122K ﹤0.01%
2,299
AARD
5894
Aardvark Therapeutics
AARD
$218M
$121K ﹤0.01%
8,960
+6,742
SANG
5895
Sangoma Technologies
SANG
$162M
$121K ﹤0.01%
20,000
-2,200
DRTS icon
5896
Alpha Tau Medical
DRTS
$337M
$120K ﹤0.01%
38,550
-4,791
UDOW icon
5897
ProShares UltraPro Dow 30
UDOW
$723M
$120K ﹤0.01%
1,270
-1,480
RISR icon
5898
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$171M
$119K ﹤0.01%
3,263
CPSH icon
5899
CPS Technologies
CPSH
$61.3M
$119K ﹤0.01%
42,940
+38,500
AUBN icon
5900
Auburn National Bancorp
AUBN
$92.5M
$119K ﹤0.01%
4,755
+10
234 235
236
237 238