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
GMOM icon
6001
Cambria Global Momentum ETF
GMOM
$118M
$89K ﹤0.01%
3,001
JMUB icon
6002
JPMorgan Municipal ETF
JMUB
$3.77B
$88.9K ﹤0.01%
1,791
-8,164
BUSA icon
6003
Brandes US Value ETF
BUSA
$248M
$88.8K ﹤0.01%
2,654
+450
LOAN
6004
Manhattan Bridge Capital
LOAN
$56.4M
$88.2K ﹤0.01%
16,130
VTSI icon
6005
VirTra
VTSI
$60.8M
$87.2K ﹤0.01%
12,335
-46,010
SFLR icon
6006
Innovator Equity Managed Floor ETF
SFLR
$1.08B
$87.2K ﹤0.01%
+2,596
MCRB icon
6007
Seres Therapeutics
MCRB
$121M
$87.1K ﹤0.01%
7,838
+358
STEM icon
6008
Stem
STEM
$145M
$87.1K ﹤0.01%
13,973
-10,985
KNO
6009
AXS Knowledge Leaders ETF
KNO
$39M
$86K ﹤0.01%
1,755
ACLC
6010
American Century Large Cap Equity ETF
ACLC
$264M
$85.6K ﹤0.01%
1,183
+10
GNOM icon
6011
Global X Genomics & Biotechnology ETF
GNOM
$53.7M
$85.5K ﹤0.01%
2,536
-109
TDI icon
6012
Touchstone Dynamic International ETF
TDI
$66.7M
$85.4K ﹤0.01%
2,512
-130
FLV icon
6013
American Century Focused Large Cap Value ETF
FLV
$262M
$85.3K ﹤0.01%
1,223
+15
NAKA
6014
Kindly MD
NAKA
$320M
$85.3K ﹤0.01%
+6,160
ARBE icon
6015
Arbe Robotics
ARBE
$176M
$85.2K ﹤0.01%
47,875
-2,411
MCHX icon
6016
Marchex
MCHX
$72.4M
$85K ﹤0.01%
38,810
HERO icon
6017
Global X Video Games & Esports ETF
HERO
$162M
$84.7K ﹤0.01%
2,588
-168
ZEPP
6018
Zepp Health
ZEPP
$398M
$84.6K ﹤0.01%
31,796
-11,755
FEPI icon
6019
REX FANG & Innovation Equity Premium Income ETF
FEPI
$525M
$83.8K ﹤0.01%
1,841
+1,591
DWTX
6020
Dogwood Therapeutics
DWTX
$11.9M
$83.2K ﹤0.01%
17,450
+16,850
FOXX
6021
Foxx Development Holdings
FOXX
$23.3M
$82.8K ﹤0.01%
15,081
+509
SCO icon
6022
ProShares UltraShort Bloomberg Crude Oil
SCO
$137M
$82.4K ﹤0.01%
4,561
-1,102
TMFS icon
6023
Motley Fool Small-Cap Growth ETF
TMFS
$73.6M
$82.3K ﹤0.01%
2,327
-1
SIDU icon
6024
Sidus Space
SIDU
$34.9M
$81.9K ﹤0.01%
47,313
+34,672
VXRT
6025
DELISTED
Vaxart
VXRT
$81.8K ﹤0.01%
181,047
-32,981
239 240
241
242 243