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
WANT icon
6051
Direxion Daily Consumer Discretionary Bull 3X Shares
WANT
$24.6M
$73.7K ﹤0.01%
1,777
-7
HQI icon
6052
HireQuest
HQI
$118M
$73.5K ﹤0.01%
7,341
+85
LANV icon
6053
Lanvin Group Holdings
LANV
$244M
$73.4K ﹤0.01%
33,497
+9,833
ULBI icon
6054
Ultralife
ULBI
$114M
$73.2K ﹤0.01%
8,156
-12,040
DWAW icon
6055
AdvisorShares Dorsey Wright FSM All Cap World ETF
DWAW
$83.7M
$73K ﹤0.01%
1,755
FDIG icon
6056
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$280M
$72.8K ﹤0.01%
2,046
+1,001
GLDG
6057
GoldMining Inc
GLDG
$259M
$72.5K ﹤0.01%
100,673
+57,168
COCH icon
6058
Envoy Medical
COCH
$20.9M
$72.3K ﹤0.01%
50,941
-600
CNF
6059
CNFinance Holdings
CNF
$34.2M
$72.3K ﹤0.01%
111,178
+96,300
ORMP icon
6060
Oramed Pharmaceuticals
ORMP
$87.7M
$72.2K ﹤0.01%
32,095
-3,730
PEPG icon
6061
PepGen
PEPG
$289M
$72K ﹤0.01%
64,838
+32
BKCH icon
6062
Global X Blockchain ETF
BKCH
$371M
$71.9K ﹤0.01%
1,365
+3
ACGR
6063
American Century Large Cap Growth ETF
ACGR
$19.7M
$71.8K ﹤0.01%
1,200
+1
DLTH icon
6064
Duluth Holdings
DLTH
$101M
$71K ﹤0.01%
33,799
-360
NEWZ
6065
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$19M
$70.9K ﹤0.01%
+2,493
BUZZ icon
6066
VanEck Social Sentiment ETF
BUZZ
$108M
$70.9K ﹤0.01%
2,341
-384
TNYA icon
6067
Tenaya Therapeutics
TNYA
$220M
$70.8K ﹤0.01%
115,879
-198,670
TLX
6068
Telix Pharmaceuticals
TLX
$3.31B
$70.7K ﹤0.01%
4,402
-1,232
ANIX icon
6069
Anixa Biosciences
ANIX
$134M
$70.6K ﹤0.01%
21,403
-11,922
CLNN icon
6070
Clene
CLNN
$93.1M
$70.6K ﹤0.01%
18,056
+125
REVS icon
6071
Columbia Research Enhanced Value ETF
REVS
$83.3M
$70.6K ﹤0.01%
2,686
+686
HDUS icon
6072
Hartford Disciplined US Equity ETF
HDUS
$148M
$70.2K ﹤0.01%
1,180
-899
ACSI icon
6073
American Customer Satisfaction ETF
ACSI
$101M
$70K ﹤0.01%
1,103
+1,102
ARTV
6074
Artiva Biotherapeutics
ARTV
$84M
$69.8K ﹤0.01%
46,247
+18,427
FPA icon
6075
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$23.2M
$69.5K ﹤0.01%
1,944
241 242
243
244 245