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
SND icon
6226
Smart Sand
SND
$84.6M
$43.4K ﹤0.01%
21,587
+2,121
GOVX icon
6227
GeoVax Labs
GOVX
$15.5M
$43.4K ﹤0.01%
50,120
-52,045
SY
6228
So-Young International
SY
$429M
$43.2K ﹤0.01%
13,925
-68,018
ABTC
6229
American Bitcoin Corp
ABTC
$4.2B
$43K ﹤0.01%
9,767
+9,635
GK icon
6230
AdvisorShares Gerber Kawasaki ETF
GK
$27.2M
$43K ﹤0.01%
1,800
+1,799
TECS icon
6231
Direxion Daily Technology Bear 3x Shares
TECS
$41.2M
$42.9K ﹤0.01%
1,601
+333
AC
6232
DELISTED
Associated Capital Group
AC
$42.8K ﹤0.01%
1,141
-60
FNOV icon
6233
FT Vest US Equity Buffer ETF November
FNOV
$1.01B
$42.7K ﹤0.01%
852
+182
JPRE icon
6234
JPMorgan Realty Income ETF
JPRE
$454M
$42.4K ﹤0.01%
890
+4
AOTG icon
6235
AOT Growth and Innovation ETF
AOTG
$77M
$42.2K ﹤0.01%
846
WBND
6236
DELISTED
Western Asset Total Return ETF
WBND
$42.1K ﹤0.01%
2,083
+597
TLYS icon
6237
Tilly's
TLYS
$43.3M
$42K ﹤0.01%
30,412
-52,571
CPIX icon
6238
Cumberland Pharmaceuticals
CPIX
$32.8M
$41.5K ﹤0.01%
12,398
+9,738
HGBL icon
6239
Heritage Global
HGBL
$49.7M
$41.4K ﹤0.01%
18,668
GEMD icon
6240
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$34.1M
$41.4K ﹤0.01%
1,010
-114,638
DTIL icon
6241
Precision BioSciences
DTIL
$85.4M
$41.2K ﹤0.01%
9,821
-2,450
URTY icon
6242
ProShares UltraPro Russell2000
URTY
$367M
$41.1K ﹤0.01%
1,044
-841
AII
6243
American Integrity Insurance
AII
$486M
$41.1K ﹤0.01%
+2,235
MOG.B icon
6244
Moog Inc Class B
MOG.B
$6.81B
$41.1K ﹤0.01%
227
-1
WVVI icon
6245
Willamette Valley Vineyards
WVVI
$14.3M
$40.9K ﹤0.01%
7,375
TSLS icon
6246
Direxion Daily TSLA Bear 1X Shares
TSLS
$81.1M
$40.6K ﹤0.01%
5,180
+1,442
LNZA icon
6247
LanzaTech
LNZA
$41.6M
$40K ﹤0.01%
1,474
-290
OKUR
6248
OnKure Therapeutics
OKUR
$42.8M
$39.9K ﹤0.01%
16,701
+14,823
KZR icon
6249
Kezar Life Sciences
KZR
$44.3M
$39.8K ﹤0.01%
8,693
+1,482
ARL icon
6250
American Realty Investors
ARL
$268M
$39.8K ﹤0.01%
2,818
+4
248 249
250
251 252