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
MLPB icon
6126
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$202M
$59.8K ﹤0.01%
2,300
-7,500
FNGR icon
6127
FingerMotion
FNGR
$84.1M
$58.8K ﹤0.01%
28,980
-8,957
PHYL icon
6128
PGIM Active High Yield Bond ETF
PHYL
$433M
$58.7K ﹤0.01%
1,653
BRTX icon
6129
BioRestorative Therapies
BRTX
$11.2M
$58.3K ﹤0.01%
35,000
-3,000
BW icon
6130
Babcock & Wilcox
BW
$523M
$58.3K ﹤0.01%
60,561
-1,236,808
APT icon
6131
Alpha Pro Tech
APT
$48.6M
$58.2K ﹤0.01%
12,420
-11,572
VCEB icon
6132
Vanguard ESG US Corporate Bond ETF
VCEB
$910M
$58.2K ﹤0.01%
918
+8
PRTS icon
6133
CarParts.com
PRTS
$34.9M
$58K ﹤0.01%
78,429
+48
BNR
6134
Burning Rock Biotech
BNR
$132M
$57.5K ﹤0.01%
18,207
+7,481
MCGAU
6135
Yorkville Acquisition Corp Unit
MCGAU
$163M
$57.5K ﹤0.01%
+5,112
SENEB
6136
Seneca Foods Class B
SENEB
$57.3K ﹤0.01%
562
FBYD icon
6137
Falcon's Beyond
FBYD
$499M
$57.2K ﹤0.01%
9,715
-1,515
CIL icon
6138
VictoryShares International Volatility Wtd ETF
CIL
$103M
$57.2K ﹤0.01%
1,132
-1,013
GRWG icon
6139
GrowGeneration
GRWG
$82.5M
$56.9K ﹤0.01%
60,840
-52,674
HTZWW
6140
Hertz Global Holdings Warrants
HTZWW
$297M
$56.6K ﹤0.01%
15,514
-54,211
AIEQ icon
6141
Amplify AI Powered Equity ETF
AIEQ
$117M
$56.6K ﹤0.01%
1,335
-10
GMOI
6142
GMO International Value ETF
GMOI
$185M
$56.4K ﹤0.01%
+1,931
HUHU
6143
HUHUTECH International Group
HUHU
$223M
$56.3K ﹤0.01%
11,576
-2,574
TURB
6144
Turbo Energy
TURB
$29.7M
$56.2K ﹤0.01%
24,000
+3,900
OGCP
6145
Empire State Realty Series 60
OGCP
$2.04B
$56K ﹤0.01%
6,668
+1,000
EIPX icon
6146
FT Energy Income Partners Strategy ETF
EIPX
$390M
$55.9K ﹤0.01%
2,179
-1,372
RMIF icon
6147
LHA Risk-Managed Income ETF
RMIF
$34.2M
$55.7K ﹤0.01%
2,237
-2,951
ORGN icon
6148
Origin Materials
ORGN
$77.4M
$55.6K ﹤0.01%
115,165
-87,733
PAUG icon
6149
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$55.6K ﹤0.01%
1,375
GRF
6150
Eagle Capital Growth Fund
GRF
$43.1M
$55.3K ﹤0.01%
5,687
+2,180
244 245
246
247 248