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
TOON icon
6401
Kartoon Studios
TOON
$34.8M
$24.7K ﹤0.01%
33,264
+19,483
VICE icon
6402
AdvisorShares Vice ETF
VICE
$7.31M
$24.6K ﹤0.01%
720
+719
MATH icon
6403
Metalpha Technology Holding
MATH
$93.2M
$24.5K ﹤0.01%
7,659
-6,540
CLOI icon
6404
VanEck CLO ETF
CLOI
$1.22B
$24.3K ﹤0.01%
459
+259
VTGN icon
6405
VistaGen Therapeutics
VTGN
$122M
$24.3K ﹤0.01%
12,147
-39,138
FONR icon
6406
Fonar
FONR
$92.6M
$24.2K ﹤0.01%
1,616
+53
HOOK
6407
DELISTED
HOOKIPA Pharma
HOOK
$24.2K ﹤0.01%
19,247
+2,000
NEGG icon
6408
Newegg Commerce
NEGG
$1.91B
$24.1K ﹤0.01%
1,487
+1,354
SCD.RT
6409
DELISTED
LMP Capital and Income Fund Inc. Rights (expiring July 11, 2025)
SCD.RT
$24.1K ﹤0.01%
+338,706
KOSS icon
6410
Koss Corp
KOSS
$42.6M
$23.9K ﹤0.01%
4,693
+1,613
GREE icon
6411
Greenidge Generation Holdings
GREE
$23.7M
$23.9K ﹤0.01%
18,536
+12,859
DWMF icon
6412
WisdomTree International Multifactor Fund
DWMF
$38.6M
$23.9K ﹤0.01%
760
FFSM icon
6413
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$771M
$23.9K ﹤0.01%
878
+23
GAUZ
6414
Gauzy
GAUZ
$88.8M
$23.8K ﹤0.01%
2,817
-53
FLJH icon
6415
Franklin FTSE Japan Hedged ETF
FLJH
$104M
$23.7K ﹤0.01%
736
-2,637
MDAI icon
6416
Spectral AI
MDAI
$59.5M
$23.7K ﹤0.01%
9,564
DALN
6417
DELISTED
DallasNews
DALN
$23.7K ﹤0.01%
5,501
FLYX icon
6418
flyExclusive
FLYX
$65.6M
$23.6K ﹤0.01%
12,100
+1,912
QCLS
6419
Q/C Technologies Inc
QCLS
$8.93M
$23.6K ﹤0.01%
1,920
+900
RIOX
6420
Defiance Daily Target 2X Long RIOT ETF
RIOX
$32.1M
$23.5K ﹤0.01%
1,582
+1,513
SIHY icon
6421
Harbor Scientific Alpha High-Yield ETF
SIHY
$154M
$23.4K ﹤0.01%
507
-1
BTC
6422
Grayscale Bitcoin Mini Trust ETF
BTC
$4.53B
$23.3K ﹤0.01%
488
-66
UBX
6423
DELISTED
Unity Biotechnology
UBX
$23.3K ﹤0.01%
60,556
+17,200
DJIA icon
6424
Global X Dow 30 Covered Call ETF
DJIA
$134M
$23.2K ﹤0.01%
1,072
+128
FDEM icon
6425
Fidelity Emerging Markets Multifactor ETF
FDEM
$245M
$23.2K ﹤0.01%
829
+9
255 256
257
258 259