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
JULT icon
6451
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
$84.6M
$21.1K ﹤0.01%
505
GDXU icon
6452
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$1.3B
$21.1K ﹤0.01%
+290
RFIL icon
6453
RF Industries
RFIL
$76M
$21K ﹤0.01%
3,251
+300
XFOR icon
6454
X4 Pharmaceuticals
XFOR
$324M
$20.8K ﹤0.01%
10,924
-8,076
PTHL
6455
Pheton Holdings
PTHL
$8.55M
$20.7K ﹤0.01%
+1,126
BHAT icon
6456
Blue Hat Interactive Entertainment Technology
BHAT
$56.5M
$20.7K ﹤0.01%
+11,876
ELLO icon
6457
Ellomay Capital Ltd
ELLO
$282M
$20.7K ﹤0.01%
1,200
BOLT icon
6458
Bolt Biotherapeutics
BOLT
$8.73M
$20.7K ﹤0.01%
3,579
+2,998
GOAU icon
6459
US Global GO Gold and Precious Metal Miners ETF
GOAU
$162M
$20.5K ﹤0.01%
700
-1
BNKK
6460
Bonk Inc
BNKK
$33.1M
$20.3K ﹤0.01%
61,624
-7,756
VGAS icon
6461
Verde Clean Fuels
VGAS
$73.9M
$20.2K ﹤0.01%
5,872
+1,417
BEEM icon
6462
Beam Global
BEEM
$40.2M
$20.2K ﹤0.01%
13,811
CUE icon
6463
Cue Biopharma
CUE
$53.9M
$20.1K ﹤0.01%
29,452
+760
RDOG icon
6464
ALPS REIT Dividend Dogs ETF
RDOG
$13.6M
$19.9K ﹤0.01%
557
+313
KJUL icon
6465
Innovator US Small Cap Power Buffer ETF July
KJUL
$157M
$19.9K ﹤0.01%
680
GLRY icon
6466
Inspire Momentum ETF
GLRY
$91.8M
$19.8K ﹤0.01%
600
-4
FYLD icon
6467
Cambria Foreign Shareholder Yield ETF
FYLD
$454M
$19.8K ﹤0.01%
676
-3,039
CENN icon
6468
Cenntro
CENN
$8.46M
$19.7K ﹤0.01%
25,423
-1
XMAR icon
6469
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$174M
$19.6K ﹤0.01%
511
INVE icon
6470
Identive
INVE
$89.7M
$19.6K ﹤0.01%
6,000
-175
DRN icon
6471
Direxion Daily Real Estate Bull 3X Shares
DRN
$61.9M
$19.5K ﹤0.01%
2,043
-308
EVGN icon
6472
Evogene
EVGN
$10M
$19.4K ﹤0.01%
15,186
+600
LYRA icon
6473
Lyra Therapeutics
LYRA
$7.58M
$19.4K ﹤0.01%
2,164
+852
HERD icon
6474
Pacer Cash Cows Fund of Funds ETF
HERD
$87.8M
$19.3K ﹤0.01%
485
+445
BYSI icon
6475
BeyondSpring
BYSI
$79M
$19.3K ﹤0.01%
8,210
257 258
259
260 261