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
NUKZ icon
6376
Range Nuclear Renaissance Index ETF
NUKZ
$616M
$26.5K ﹤0.01%
468
+250
ANVS icon
6377
Annovis Bio
ANVS
$52.2M
$26.5K ﹤0.01%
12,194
+2,005
NEUE
6378
DELISTED
NeueHealth
NEUE
$26.4K ﹤0.01%
3,833
-123
XCH
6379
XCHG Ltd
XCH
$85M
$26.3K ﹤0.01%
19,617
+1,103
CYN icon
6380
Cyngn
CYN
$31.3M
$26.3K ﹤0.01%
1,825
+1,815
DEMZ icon
6381
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
$48.1M
$26.3K ﹤0.01%
674
-11
HSCZ icon
6382
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$171M
$26.2K ﹤0.01%
738
CEW icon
6383
WisdomTree Emerging Currency Strategy Fund
CEW
$9.53M
$26.2K ﹤0.01%
1,401
+1,075
OZEM
6384
Roundhill GLP-1 & Weight Loss ETF
OZEM
$36.7M
$26.2K ﹤0.01%
1,039
NDLS icon
6385
Noodles & Co
NDLS
$32.1M
$26K ﹤0.01%
36,443
+1,418
WINN icon
6386
Harbor Long-Term Growers ETF
WINN
$1.04B
$25.9K ﹤0.01%
890
LEE icon
6387
Lee Enterprises
LEE
$24.7M
$25.8K ﹤0.01%
4,029
-375
FOVL
6388
DELISTED
iShares Focused Value Factor ETF
FOVL
$25.8K ﹤0.01%
358
-1
PSCU icon
6389
Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
$13.8M
$25.7K ﹤0.01%
462
-2,211
FCTE
6390
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$292M
$25.6K ﹤0.01%
964
STCE icon
6391
Schwab Crypto Thematic ETF
STCE
$319M
$25.6K ﹤0.01%
511
-43
EMCS
6392
Xtrackers MSCI Emerging Markets Climate Selection ETF
EMCS
$769M
$25.4K ﹤0.01%
813
+1
ELWS
6393
Earlyworks
ELWS
$11.5M
$25.3K ﹤0.01%
14,107
+7,939
PFIX icon
6394
Simplify Interest Rate Hedge ETF
PFIX
$158M
$25.2K ﹤0.01%
477
+449
NBTX
6395
Nanobiotix
NBTX
$947M
$25.1K ﹤0.01%
5,300
-800
TAGG icon
6396
T. Rowe Price QM US Bond ETF
TAGG
$1.48B
$25K ﹤0.01%
+586
ATLN
6397
Atlantic International
ATLN
$139M
$25K ﹤0.01%
+12,318
INLX icon
6398
Intellinetics
INLX
$40.5M
$25K ﹤0.01%
2,000
LPA
6399
Logistic Properties of the Americas
LPA
$101M
$24.9K ﹤0.01%
3,639
-2,659
IROQ icon
6400
IF Bancorp
IROQ
$83.6M
$24.7K ﹤0.01%
1,016
-31
254 255
256
257 258