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
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPA icon
6101
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$24.2M
$72.7K ﹤0.01%
1,944
LOOP icon
6102
Loop Industries
LOOP
$50.4M
$72.5K ﹤0.01%
49,011
+29,930
PMBS
6103
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$940M
$72.3K ﹤0.01%
1,456
-203
PAMT
6104
PAMT Corp
PAMT
$225M
$72.3K ﹤0.01%
6,340
-3,191
UFO icon
6105
Procure Space ETF
UFO
$125M
$71.8K ﹤0.01%
2,011
+453
ASYS icon
6106
Amtech Systems
ASYS
$158M
$71.7K ﹤0.01%
7,738
+5,127
MOTO icon
6107
Guinness Atkinson Smart Transportation & Technology ETF
MOTO
$10.7M
$71.4K ﹤0.01%
1,400
GFAI icon
6108
Guardforce AI
GFAI
$18.4M
$71.4K ﹤0.01%
64,865
+51,884
NEWZ
6109
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$17.9M
$71.3K ﹤0.01%
2,493
IZEA icon
6110
IZEA Worldwide
IZEA
$83.6M
$70.8K ﹤0.01%
19,026
+10,500
WTRE icon
6111
WisdomTree New Economy Real Estate Fund
WTRE
$14.1M
$70.7K ﹤0.01%
3,176
+1
GRWG icon
6112
GrowGeneration
GRWG
$117M
$70.5K ﹤0.01%
37,716
-23,124
DFCF icon
6113
Dimensional Core Fixed Income ETF
DFCF
$8.57B
$70.5K ﹤0.01%
1,649
+369
ACIO icon
6114
Aptus Collared Investment Opportunity ETF
ACIO
$2.22B
$70.3K ﹤0.01%
1,619
+1
MCHX icon
6115
Marchex
MCHX
$71.6M
$70.1K ﹤0.01%
38,809
-1
TMFS icon
6116
Motley Fool Small-Cap Growth ETF
TMFS
$74.6M
$69.9K ﹤0.01%
2,027
-300
COSO
6117
CoastalSouth Bancshares
COSO
$287M
$69.8K ﹤0.01%
+3,201
QINT icon
6118
American Century Quality Diversified International ETF
QINT
$430M
$69.4K ﹤0.01%
1,132
-11
EDRY icon
6119
EuroDry
EDRY
$37.7M
$69.2K ﹤0.01%
5,539
LGH icon
6120
HCM Defender 500 Index ETF
LGH
$580M
$69.1K ﹤0.01%
1,144
BATT icon
6121
Amplify Lithium & Battery Technology ETF
BATT
$93.7M
$69.1K ﹤0.01%
5,318
+200
VFMV icon
6122
Vanguard US Minimum Volatility ETF
VFMV
$328M
$69.1K ﹤0.01%
526
RPID icon
6123
Rapid Micro Biosystems
RPID
$161M
$68.6K ﹤0.01%
20,550
-15,673
VERU icon
6124
Veru
VERU
$38.8M
$68.4K ﹤0.01%
17,994
-6,622
FCO
6125
abrdn Global Income Fund
FCO
$38.4M
$68.2K ﹤0.01%
22,898
-20,611
243 244
245
246 247