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
KPTI icon
5926
Karyopharm Therapeutics
KPTI
$91.7M
$108K ﹤0.01%
25,091
+14,668
AKYA
5927
DELISTED
Akoya BioSciences
AKYA
$108K ﹤0.01%
83,019
-30,679
CMBT
5928
CMB.TECH NV
CMBT
$2.67B
$107K ﹤0.01%
11,902
-55,150
LDSF icon
5929
First Trust Low Duration Strategic Focus ETF
LDSF
$131M
$107K ﹤0.01%
5,638
+5,637
APRE icon
5930
Aprea Therapeutics
APRE
$7.46M
$107K ﹤0.01%
63,331
+30,523
JSML icon
5931
Janus Henderson Small Cap Growth Alpha ETF
JSML
$222M
$107K ﹤0.01%
1,585
+1
GLSI icon
5932
Greenwich LifeSciences
GLSI
$115M
$107K ﹤0.01%
11,766
+2,219
APLT icon
5933
Applied Therapeutics
APLT
$111M
$107K ﹤0.01%
342,636
-2,529,588
FAPR icon
5934
FT Vest US Equity Buffer ETF April
FAPR
$877M
$107K ﹤0.01%
2,526
-317
INNV icon
5935
InnovAge Holding
INNV
$658M
$106K ﹤0.01%
28,842
-1,704
SCLX icon
5936
Scilex Holding
SCLX
$132M
$106K ﹤0.01%
18,054
+8,486
LXP.PRC icon
5937
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$90M
$106K ﹤0.01%
2,287
+177
MRSN icon
5938
Mersana Therapeutics
MRSN
$41.1M
$106K ﹤0.01%
14,304
+2,019
GTEC icon
5939
Greenland Technologies Holding Corp
GTEC
$16.7M
$106K ﹤0.01%
53,096
+41,090
MJ icon
5940
Amplify Alternative Harvest ETF
MJ
$165M
$106K ﹤0.01%
5,876
-219
SPVU icon
5941
Invesco S&P 500 Enhanced Value ETF
SPVU
$109M
$106K ﹤0.01%
2,028
-759
FICS icon
5942
First Trust International Developed Capital Strength ETF
FICS
$214M
$105K ﹤0.01%
2,675
-501
CLSD icon
5943
Clearside Biomedical
CLSD
$20.7M
$105K ﹤0.01%
130,896
SECT icon
5944
Main Sector Rotation ETF
SECT
$2.32B
$105K ﹤0.01%
1,802
+350
GEOS icon
5945
Geospace Technologies
GEOS
$337M
$104K ﹤0.01%
7,314
-10,711
JBBB icon
5946
Janus Henderson B-BBB CLO ETF
JBBB
$1.5B
$104K ﹤0.01%
2,163
-1,213,368
GFEB icon
5947
FT Vest US Equity Moderate Buffer ETF February
GFEB
$356M
$104K ﹤0.01%
+2,673
UTES icon
5948
Virtus Reaves Utilities ETF
UTES
$1.07B
$104K ﹤0.01%
1,377
+1,070
SDVD icon
5949
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$613M
$104K ﹤0.01%
5,076
+107
VIGL
5950
DELISTED
Vigil Neuroscience
VIGL
$104K ﹤0.01%
13,091
-87,074
236 237
238
239 240