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
PHAR
6326
Pharming Group
PHAR
$1.05B
$31K ﹤0.01%
2,900
APYX icon
6327
Apyx Medical
APYX
$132M
$30.7K ﹤0.01%
13,665
-392
ILDR icon
6328
First Trust Innovation Leaders ETF
ILDR
$154M
$30.7K ﹤0.01%
+1,042
ECNS icon
6329
iShares MSCI China Small-Cap ETF
ECNS
$110M
$30.5K ﹤0.01%
963
-199
GENK icon
6330
GEN Restaurant Group
GENK
$14.4M
$30.4K ﹤0.01%
7,800
+7,500
AMZA icon
6331
InfraCap MLP ETF
AMZA
$377M
$29.8K ﹤0.01%
687
+96
BLBX icon
6332
BlackBoxStocks
BLBX
$27.3M
$29.7K ﹤0.01%
5,038
TSEL
6333
Touchstone Sands Capital US Select Growth ETF
TSEL
$75.3M
$29.7K ﹤0.01%
+1,041
HOWL icon
6334
Werewolf Therapeutics
HOWL
$52.4M
$29.6K ﹤0.01%
27,200
-80,627
USAS
6335
Americas Gold and Silver
USAS
$1.02B
$29.5K ﹤0.01%
14,594
-11,818
ALTO icon
6336
Alto Ingredients
ALTO
$101M
$29.4K ﹤0.01%
25,585
-208,935
BLTE
6337
Belite Bio
BLTE
$3.81B
$29.3K ﹤0.01%
507
+191
FLTW icon
6338
Franklin FTSE Taiwan ETF
FLTW
$583M
$29.2K ﹤0.01%
559
+1
QVAL icon
6339
Alpha Architect US Quantitative Value ETF
QVAL
$401M
$29K ﹤0.01%
660
-2,212
ALGS icon
6340
Aligos Therapeutics
ALGS
$44.1M
$28.9K ﹤0.01%
4,005
-3,493
QCJL
6341
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$80.1M
$28.8K ﹤0.01%
1,286
LUX
6342
DELISTED
Tema Luxury ETF
LUX
$28.4K ﹤0.01%
1,250
PPSI icon
6343
Pioneer Power Solutions
PPSI
$42.5M
$28.3K ﹤0.01%
10,277
-25,315
IUS icon
6344
Invesco RAFI Strategic US ETF
IUS
$668M
$28.2K ﹤0.01%
548
-32
USSE icon
6345
Segall Bryant & Hamill Select Equity ETF
USSE
$270M
$28.1K ﹤0.01%
873
-862
ABLLW
6346
DELISTED
Abacus Life Warrant
ABLLW
$28K ﹤0.01%
25,000
SCWO icon
6347
374Water
SCWO
$65.6M
$27.9K ﹤0.01%
86,030
-61,594
GCTS
6348
GCT Semiconductor Holding
GCTS
$74.3M
$27.9K ﹤0.01%
18,720
-5,659
DDM icon
6349
ProShares Ultra Dow30
DDM
$441M
$27.9K ﹤0.01%
284
-46
SPC icon
6350
CrossingBridge Pre-Merger SPAC ETF
SPC
$22.4M
$27.9K ﹤0.01%
1,300
252 253
254
255 256