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
IMST
6201
Bitwise MSTR Option Income Strategy ETF
IMST
$28.7M
$46.8K ﹤0.01%
+900
DURA icon
6202
VanEck Durable High Dividend ETF
DURA
$53.3M
$46.7K ﹤0.01%
1,430
CAML icon
6203
Congress Large Cap Growth ETF
CAML
$330M
$46.6K ﹤0.01%
1,272
-545
BRAG
6204
Bragg Gaming Group
BRAG
$52.9M
$46.2K ﹤0.01%
10,700
+4,550
GROW icon
6205
US Global Investors
GROW
$31.5M
$46.1K ﹤0.01%
17,737
VALN
6206
Valneva
VALN
$764M
$45.6K ﹤0.01%
8,036
+2,832
NIXX
6207
Nixxy Inc
NIXX
$31.2M
$45.6K ﹤0.01%
+21,800
HITI
6208
High Tide
HITI
$253M
$45.5K ﹤0.01%
19,790
-91,694
OGEN icon
6209
Oragenics
OGEN
$4.58M
$45.5K ﹤0.01%
11,912
+11,759
ROM icon
6210
ProShares Ultra Technology
ROM
$913M
$45.3K ﹤0.01%
595
+474
ZJK
6211
ZJK Industrial Co Ltd
ZJK
$151M
$45.1K ﹤0.01%
11,591
-7,155
DAX icon
6212
Global X DAX Germany ETF
DAX
$300M
$45K ﹤0.01%
1,001
-2,723
WOMN icon
6213
Impact Shares Womens Empowerment ETF Trading
WOMN
$63.4M
$45K ﹤0.01%
1,133
UFO icon
6214
Procure Space ETF
UFO
$131M
$44.8K ﹤0.01%
1,558
+1
OAKM
6215
Oakmark U.S. Large Cap ETF
OAKM
$671M
$44.6K ﹤0.01%
+1,736
TJUL icon
6216
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$168M
$44.4K ﹤0.01%
1,548
JDST icon
6217
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$50.7M
$44.4K ﹤0.01%
4,531
+3,826
ZSL icon
6218
ProShares UltraShort Silver
ZSL
$13.8M
$44.3K ﹤0.01%
1,716
-19,414
NUAI
6219
New Era Energy & Digital Inc
NUAI
$323M
$44.3K ﹤0.01%
+90,000
FCEF icon
6220
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$57.9M
$44.1K ﹤0.01%
1,968
+1
ACET icon
6221
Adicet Bio
ACET
$104M
$44.1K ﹤0.01%
72,226
+70,543
LGL icon
6222
LGL Group
LGL
$31.8M
$44.1K ﹤0.01%
5,781
ORR
6223
Militia Long/Short Equity ETF
ORR
$128M
$43.9K ﹤0.01%
1,500
-500
JUCY icon
6224
Aptus Enhanced Yield ETF
JUCY
$217M
$43.8K ﹤0.01%
1,972
AIVC
6225
Amplify Bloomberg AI Value Chain ETF
AIVC
$34.8M
$43.6K ﹤0.01%
816
247 248
249
250 251