Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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 22.63%
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
RAVE icon
6251
RAVE Restaurant Group
RAVE
$45.1M
$39.6K ﹤0.01%
14,397
NAUT icon
6252
Nautilus Biotechnolgy
NAUT
$243M
$39.6K ﹤0.01%
54,577
-117,584
MODD icon
6253
Modular Medical
MODD
$37.1M
$39.5K ﹤0.01%
53,000
-5,490
SLGL icon
6254
Sol-Gel Technologies
SLGL
$184M
$39.5K ﹤0.01%
5,335
-3,901
HKND
6255
DELISTED
Humankind US Stock ETF
HKND
$39.1K ﹤0.01%
1,203
PTIN icon
6256
Pacer Trendpilot International ETF
PTIN
$168M
$39K ﹤0.01%
1,345
ASMB icon
6257
Assembly Biosciences
ASMB
$505M
$38.9K ﹤0.01%
2,149
-151
HAUZ icon
6258
Xtrackers International Real Estate ETF
HAUZ
$971M
$38.5K ﹤0.01%
1,684
-482
DRIP icon
6259
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$36.8M
$38.4K ﹤0.01%
3,935
+1,649
AGNG icon
6260
Global X Aging Population ETF
AGNG
$74.6M
$38.3K ﹤0.01%
1,201
-1,696
QWLD icon
6261
SPDR MSCI World StrategicFactors ETF
QWLD
$178M
$38.3K ﹤0.01%
284
-149
SBC
6262
SBC Medical Group
SBC
$451M
$38.3K ﹤0.01%
8,245
+7,345
BNGO icon
6263
Bionano Genomics
BNGO
$15.5M
$38.2K ﹤0.01%
11,655
-336
VRM icon
6264
Vroom Inc
VRM
$98.3M
$38.2K ﹤0.01%
1,339
+271
SOTK icon
6265
Sono-Tek
SOTK
$64.9M
$38K ﹤0.01%
10,125
SLVR
6266
Sprott Silver Miners & Physical Silver ETF
SLVR
$772M
$37.9K ﹤0.01%
1,270
+670
BCG
6267
Binah Capital Group
BCG
$41.3M
$37.8K ﹤0.01%
18,540
+790
AAPG
6268
Ascentage Pharma
AAPG
$2.58B
$37.6K ﹤0.01%
+956
USBC
6269
USBC Inc
USBC
$228M
$37.5K ﹤0.01%
18,952
+18,802
SKYH.WS icon
6270
Sky Harbour Group Warrants
SKYH.WS
$24.1M
$37.4K ﹤0.01%
22,000
VGSR icon
6271
Vert Global Sustainable Real Estate ETF
VGSR
$463M
$37.4K ﹤0.01%
+3,574
JULW icon
6272
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$303M
$37.2K ﹤0.01%
1,000
VFMF icon
6273
Vanguard US Multifactor ETF
VFMF
$476M
$37.1K ﹤0.01%
276
-274
SKYE icon
6274
Skye Bioscience
SKYE
$32.7M
$37K ﹤0.01%
8,840
-23,040
YI
6275
111 Inc
YI
$55.4M
$36.9K ﹤0.01%
5,163
249 250
251
252 253