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
STTK icon
6476
Shattuck Labs
STTK
$94.8M
$19.1K ﹤0.01%
24,088
-56,291
TUA icon
6477
Simplify Short Term Treasury Futures Strategy ETF
TUA
$630M
$18.9K ﹤0.01%
860
+2
NERV icon
6478
Minerva Neurosciences
NERV
$25.9M
$18.9K ﹤0.01%
11,008
+4
FNWB icon
6479
First Northwest Bancorp
FNWB
$81.2M
$18.9K ﹤0.01%
2,458
+209
AIFD
6480
TCW Artificial Intelligence ETF
AIFD
$83.5M
$18.9K ﹤0.01%
615
WPRT
6481
Westport Fuel Systems
WPRT
$34.5M
$18.9K ﹤0.01%
6,013
+784
NACP icon
6482
Impact Shares NAACP Minority Empowerment ETF
NACP
$61M
$18.9K ﹤0.01%
431
AFIF icon
6483
Anfield Universal Fixed Income ETF
AFIF
$145M
$18.9K ﹤0.01%
2,024
-1
TACK icon
6484
Fairlead Tactical Sector ETF
TACK
$274M
$18.8K ﹤0.01%
667
-51
FIDI icon
6485
Fidelity International High Dividend ETF
FIDI
$177M
$18.8K ﹤0.01%
806
+1
HYBB icon
6486
iShares BB Rated Corporate Bond ETF
HYBB
$282M
$18.7K ﹤0.01%
398
+109
RGS icon
6487
Regis Corp
RGS
$67M
$18.7K ﹤0.01%
837
-486
FURY
6488
Fury Gold Mines
FURY
$103M
$18.6K ﹤0.01%
38,048
-1,800
NYXH
6489
Nyxoah
NYXH
$185M
$18.5K ﹤0.01%
2,475
-260
TAIL icon
6490
Cambria Tail Risk ETF
TAIL
$100M
$18.5K ﹤0.01%
1,541
+4
AP icon
6491
Ampco-Pittsburgh
AP
$37.6M
$18.5K ﹤0.01%
6,243
+892
ABVE
6492
Above Food Ingredients Inc
ABVE
$140M
$18.1K ﹤0.01%
16,148
+16,147
WWJD icon
6493
Inspire International ETF
WWJD
$392M
$18.1K ﹤0.01%
527
+93
CODA icon
6494
Coda Octopus Group
CODA
$102M
$18K ﹤0.01%
2,203
+2,127
NBOS icon
6495
Neuberger Berman Option Strategy ETF
NBOS
$445M
$17.9K ﹤0.01%
688
+475
PROV icon
6496
Provident Financial
PROV
$98.9M
$17.9K ﹤0.01%
1,152
-275
CGNG
6497
Capital Group New Geography Equity ETF
CGNG
$877M
$17.8K ﹤0.01%
+617
TMSL icon
6498
T. Rowe Price Small-Mid Cap ETF
TMSL
$928M
$17.7K ﹤0.01%
+541
LNAI
6499
Lunai Bioworks
LNAI
$21.6M
$17.7K ﹤0.01%
61,226
-147,455
AMDY icon
6500
YieldMax AMD Option Income Strategy ETF
AMDY
$236M
$17.7K ﹤0.01%
2,175
-4,531
258 259
260
261 262