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
BRLT icon
6301
Brilliant Earth
BRLT
$41.3M
$34.7K ﹤0.01%
25,252
CKX icon
6302
CKX Lands
CKX
$21.8M
$34.6K ﹤0.01%
3,233
LPSN icon
6303
LivePerson
LPSN
$54M
$34.3K ﹤0.01%
33,990
-227,211
GBLI icon
6304
Global Indemnity Group, LLC Class A Common Stock
GBLI
$415M
$34.3K ﹤0.01%
1,093
-9,535
WBX icon
6305
Wallbox
WBX
$71.1M
$34.1K ﹤0.01%
5,371
+78
CLOZ icon
6306
Panagram BBB-B CLO ETF
CLOZ
$858M
$34.1K ﹤0.01%
1,275
-245
QQH icon
6307
HCM Defender 100 Index ETF
QQH
$672M
$33.9K ﹤0.01%
501
-1
HMOP icon
6308
Hartford Municipal Opportunities ETF
HMOP
$587M
$33.8K ﹤0.01%
882
+27
SOYB icon
6309
Teucrium Soybean Fund
SOYB
$28.9M
$33.6K ﹤0.01%
1,542
+131
OCFT
6310
OneConnect Financial Technology
OCFT
$33.6K ﹤0.01%
4,660
+20
WFH
6311
DELISTED
Direxion Work From Home ETF
WFH
$33.5K ﹤0.01%
483
-1,143
UXIN
6312
Uxin Ltd
UXIN
$631M
$33.4K ﹤0.01%
9,424
+6,315
AREB icon
6313
American Rebel
AREB
$6.51M
$33.3K ﹤0.01%
+26,438
BINI
6314
DELISTED
Bollinger Innovations
BINI
$32.7K ﹤0.01%
+303
CHMI
6315
Cherry Hill Mortgage Investment Corp
CHMI
$84.7M
$32.7K ﹤0.01%
11,977
-15,941
DOMH icon
6316
Dominari Holdings
DOMH
$70.1M
$32.6K ﹤0.01%
+6,000
VHC icon
6317
VirnetX Holding Corp
VHC
$104M
$32.2K ﹤0.01%
2,971
-243
SDP icon
6318
ProShares UltraShort Utilities
SDP
$2.27M
$32.2K ﹤0.01%
2,308
+2,307
ISWN icon
6319
Amplify BlackSwan ISWN ETF
ISWN
$33.3M
$32K ﹤0.01%
1,551
-55
BDMD
6320
Baird Medical Investment Holdings
BDMD
$39.6M
$32K ﹤0.01%
8,734
-4,433
SPE.PRC
6321
Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
$31.9K ﹤0.01%
1,286
+1
TELO icon
6322
Telomir Pharmaceuticals
TELO
$44M
$31.8K ﹤0.01%
25,407
-3,616
GFR icon
6323
Greenfire Resources
GFR
$306M
$31.4K ﹤0.01%
7,039
-82,809
AZ icon
6324
A2Z Smart Technologies
AZ
$233M
$31.4K ﹤0.01%
2,970
-39,609
LABD icon
6325
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$487M
$31.3K ﹤0.01%
4,188
-4,752
251 252
253
254 255