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
BRR
6101
Columbus Circle Capital Corp I
BRR
$348M
$63.3K ﹤0.01%
+5,957
PDEC icon
6102
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$63K ﹤0.01%
1,575
+75
NUKK icon
6103
Nukkleus
NUKK
$84.7M
$62.9K ﹤0.01%
5,754
+3,370
ATNM icon
6104
Actinium Pharmaceuticals
ATNM
$41.2M
$62.6K ﹤0.01%
44,700
-21,058
NFTY icon
6105
First Trust India Nifty 50 Equal Weight ETF
NFTY
$192M
$62.4K ﹤0.01%
1,041
+110
LGH icon
6106
HCM Defender 500 Index ETF
LGH
$572M
$62.3K ﹤0.01%
1,144
KITT icon
6107
Nauticus Robotics
KITT
$7.99M
$62.1K ﹤0.01%
68,682
+53,571
CNXT icon
6108
VanEck ChiNext ETF
CNXT
$43.3M
$62.1K ﹤0.01%
2,169
-16,292
GSIT icon
6109
GSI Technology
GSIT
$256M
$62K ﹤0.01%
18,450
+16,519
DRLL icon
6110
Strive US Energy ETF
DRLL
$257M
$61.9K ﹤0.01%
2,281
-1,312
WTRE icon
6111
WisdomTree New Economy Real Estate Fund
WTRE
$14.8M
$61.8K ﹤0.01%
3,175
-54
NEXA icon
6112
Nexa Resources
NEXA
$703M
$61.8K ﹤0.01%
12,458
+8,571
GLMD icon
6113
Galmed Pharmaceuticals
GLMD
$6.74M
$61.8K ﹤0.01%
33,573
+26,188
VRAR icon
6114
Glimpse Group
VRAR
$28.2M
$61.7K ﹤0.01%
45,356
+44,022
QMAR icon
6115
FT Vest Growth-100 Buffer ETF March
QMAR
$457M
$61.5K ﹤0.01%
1,984
SWAN icon
6116
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$268M
$61.2K ﹤0.01%
1,996
-36
LODE icon
6117
Comstock
LODE
$139M
$60.6K ﹤0.01%
16,000
+7,884
IPST
6118
Heritage Distilling Holding Co
IPST
$76.4M
$60.6K ﹤0.01%
148,951
+57,087
PFFR icon
6119
InfraCap REIT Preferred ETF
PFFR
$103M
$60.6K ﹤0.01%
3,385
+2,013
SES icon
6120
SES AI
SES
$799M
$60.4K ﹤0.01%
67,985
-191,625
XJUN icon
6121
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$147M
$60.4K ﹤0.01%
+1,470
NXXT
6122
NextNRG Inc
NXXT
$195M
$60.4K ﹤0.01%
21,794
+2,913
TISI icon
6123
Team
TISI
$71.4M
$60.3K ﹤0.01%
3,312
+672
AGOX icon
6124
Adaptive Alpha Opportunities ETF
AGOX
$363M
$60K ﹤0.01%
2,027
+459
SDOW icon
6125
ProShares UltraPro Short Dow 30
SDOW
$160M
$59.8K ﹤0.01%
1,443
+577
243 244
245
246 247