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
BUFQ icon
6151
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.07B
$55.2K ﹤0.01%
+1,663
EDC icon
6152
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$106M
$55K ﹤0.01%
1,404
-581
PTIX icon
6153
Performance Technologies
PTIX
$3.95M
$54.8K ﹤0.01%
+15,002
ACXP icon
6154
Acurx Pharmaceuticals
ACXP
$10.4M
$54.2K ﹤0.01%
5,310
YMAX icon
6155
YieldMax Universe Fund of Option Income ETFs
YMAX
$926M
$54.2K ﹤0.01%
3,938
-292
EDRY icon
6156
EuroDry
EDRY
$36.3M
$54.2K ﹤0.01%
5,539
-600
DFCF icon
6157
Dimensional Core Fixed Income ETF
DFCF
$8.09B
$54.1K ﹤0.01%
1,280
+696
HLAL icon
6158
Wahed FTSE USA Shariah ETF
HLAL
$711M
$54.1K ﹤0.01%
1,010
+749
AVSE icon
6159
Avantis Responsible Emerging Markets Equity ETF
AVSE
$162M
$54.1K ﹤0.01%
922
SVA
6160
DELISTED
Sinovac Biotech, Ltd
SVA
$54K ﹤0.01%
+8,344
VFQY icon
6161
Vanguard US Quality Factor ETF
VFQY
$413M
$53.5K ﹤0.01%
372
-698
VPC icon
6162
Virtus Private Credit Strategy ETF
VPC
$51.7M
$53K ﹤0.01%
2,585
+2,400
AIFU
6163
AIFU Inc
AIFU
$55M
$52.8K ﹤0.01%
8,749
+577
NANC icon
6164
Unusual Whales Subversive Democratic Trading ETF
NANC
$256M
$52.8K ﹤0.01%
1,259
+1,215
KNDI
6165
Kandi Technologies Group
KNDI
$91.1M
$52.8K ﹤0.01%
47,530
-1,534
LESL icon
6166
Leslie's
LESL
$28.2M
$52.7K ﹤0.01%
125,410
-1,761,424
CPSO
6167
Calamos S&P 500 Structured Alt Protection ETF - October
CPSO
$16.1M
$52.5K ﹤0.01%
+2,000
HERZ
6168
Herzfeld Credit Income Fund
HERZ
$38.6M
$52.2K ﹤0.01%
20,639
+1,781
CPSN
6169
Calamos S&P 500 Structured Alt Protection ETF - November
CPSN
$18.7M
$52.1K ﹤0.01%
+2,000
LVO icon
6170
LiveOne
LVO
$59.6M
$51.9K ﹤0.01%
68,710
-136,709
VIOT
6171
Viomi Technology
VIOT
$201M
$51.7K ﹤0.01%
38,264
+12,360
GRNB icon
6172
VanEck Green Bond ETF
GRNB
$144M
$51.3K ﹤0.01%
2,116
+1
BIRD icon
6173
Allbirds
BIRD
$62M
$51.2K ﹤0.01%
4,818
-791
OXSQ icon
6174
Oxford Square Capital
OXSQ
$154M
$51.2K ﹤0.01%
22,949
-244
RILY icon
6175
B. Riley Financial
RILY
$157M
$51.1K ﹤0.01%
17,204
-26,254
245 246
247
248 249