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
MIND icon
6426
MIND Technology
MIND
$105M
$23.2K ﹤0.01%
2,747
+466
GSC icon
6427
Goldman Sachs Small Cap Equity ETF
GSC
$149M
$23.2K ﹤0.01%
459
-516
RAYC icon
6428
Rayliant Quantamental China Equity ETF
RAYC
$21.6M
$23.2K ﹤0.01%
1,547
AFSC
6429
abrdn Focused U.S. Small Cap Active ETF
AFSC
$36.8M
$23K ﹤0.01%
808
WEBL icon
6430
Direxion Daily Dow Jones Internet Bull 3X Shares
WEBL
$138M
$23K ﹤0.01%
766
-7
BIBL icon
6431
Inspire 100 ETF
BIBL
$337M
$22.9K ﹤0.01%
554
-1,289
VPLS icon
6432
Vanguard Core Plus Bond ETF
VPLS
$736M
$22.6K ﹤0.01%
+291
TBJL icon
6433
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
$29.8M
$22.6K ﹤0.01%
1,133
IGMS
6434
DELISTED
IGM Biosciences
IGMS
$22.5K ﹤0.01%
20,100
-14,404
OPI
6435
DELISTED
Office Properties Income Trust
OPI
$22.5K ﹤0.01%
91,100
+15,545
EDGF
6436
3EDGE Dynamic Fixed Income ETF
EDGF
$195M
$22.3K ﹤0.01%
+901
DIVI icon
6437
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.86B
$22.2K ﹤0.01%
622
-4,646
RIME
6438
Algorhythm Holdings
RIME
$5.42M
$22.1K ﹤0.01%
9,039
-22,544
PROF
6439
Profound Medical
PROF
$180M
$22K ﹤0.01%
3,734
-1,500
DDC icon
6440
DDC Enterprise Ltd
DDC
$154M
$21.8K ﹤0.01%
+2,000
IZEA icon
6441
IZEA Worldwide
IZEA
$87.6M
$21.7K ﹤0.01%
8,526
-859
CTEX icon
6442
ProShares S&P Kensho Cleantech ETF
CTEX
$1.92M
$21.6K ﹤0.01%
1,027
-25,775
LEAD icon
6443
Siren DIVCON Leaders Dividend ETF
LEAD
$62.7M
$21.6K ﹤0.01%
300
-301
CVU icon
6444
CPI Aerostructures
CVU
$27.2M
$21.5K ﹤0.01%
6,130
-170
JIVE icon
6445
JPMorgan International Value ETF
JIVE
$647M
$21.4K ﹤0.01%
309
-14
CRGO icon
6446
Freightos
CRGO
$188M
$21.4K ﹤0.01%
8,801
NMG
6447
Nouveau Monde Graphite
NMG
$395M
$21.3K ﹤0.01%
13,004
+4,200
CNCK
6448
Coincheck Group
CNCK
$463M
$21.2K ﹤0.01%
3,877
+3,577
FTWO icon
6449
Strive FAANG 2.0 ETF
FTWO
$47.3M
$21.2K ﹤0.01%
592
FJAN icon
6450
FT Vest US Equity Buffer ETF January
FJAN
$1.12B
$21.1K ﹤0.01%
+444
256 257
258
259 260