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
MURA icon
6176
Mural Oncology
MURA
$36M
$50.9K ﹤0.01%
20,622
-14,442
SARK icon
6177
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$67.5M
$50.8K ﹤0.01%
1,423
-257
TMQ
6178
Trilogy Metals
TMQ
$652M
$50.7K ﹤0.01%
37,539
+1
UHG icon
6179
United Homes Group
UHG
$78.8M
$50.6K ﹤0.01%
17,452
+6,402
TMFM icon
6180
Motley Fool Mid-Cap Growth ETF
TMFM
$152M
$50.6K ﹤0.01%
1,894
-1
RPAR icon
6181
RPAR Risk Parity ETF
RPAR
$547M
$50.5K ﹤0.01%
2,532
-796
QVCGA
6182
QVC Group Inc Series A
QVCGA
$45.7M
$50.5K ﹤0.01%
18,361
+5,427
BOTJ icon
6183
Bank Of The James
BOTJ
$76.8M
$50.4K ﹤0.01%
3,585
+2,000
DEEF icon
6184
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
$51.8M
$50.3K ﹤0.01%
1,496
BODI icon
6185
The Beachbody Company
BODI
$30.1M
$50.1K ﹤0.01%
12,156
+11,646
DFAW icon
6186
Dimensional World Equity ETF
DFAW
$883M
$50K ﹤0.01%
746
-39
YANG icon
6187
Direxion Daily FTSE China Bear 3X Shares
YANG
$162M
$49.3K ﹤0.01%
1,609
-3,238
DSEP icon
6188
FT Vest US Equity Deep Buffer ETF September
DSEP
$272M
$49.2K ﹤0.01%
1,161
ALXO icon
6189
ALX Oncology
ALXO
$63.2M
$48.8K ﹤0.01%
117,465
-240,995
EQS icon
6190
Equus Total Return
EQS
$25.5M
$48.5K ﹤0.01%
35,666
WGMI icon
6191
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$325M
$48.3K ﹤0.01%
2,126
ELBM
6192
Electra Battery Materials
ELBM
$88.8M
$47.9K ﹤0.01%
44,581
+43,400
BATT icon
6193
Amplify Lithium & Battery Technology ETF
BATT
$81.7M
$47.8K ﹤0.01%
5,118
-37
CRD.B icon
6194
Crawford & Co Class B
CRD.B
$499M
$47.6K ﹤0.01%
4,556
-6
AVSF icon
6195
Avantis Short-Term Fixed Income ETF
AVSF
$673M
$47.5K ﹤0.01%
1,009
+2
TBUX icon
6196
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$641M
$47.4K ﹤0.01%
952
-1
ACTU
6197
Actuate Therapeutics
ACTU
$145M
$47.3K ﹤0.01%
7,740
+6,202
FIAX icon
6198
Nicholas Fixed Income Alternative ETF
FIAX
$156M
$47K ﹤0.01%
2,576
CGMM
6199
Capital Group U.S. Small and Mid Cap ETF
CGMM
$673M
$47K ﹤0.01%
+1,748
DVYA icon
6200
iShares Asia/Pacific Dividend ETF
DVYA
$47.5M
$46.9K ﹤0.01%
1,219
-2,767
246 247
248
249 250