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
ROKT icon
6526
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$28.8M
$16.2K ﹤0.01%
251
-89
IDX icon
6527
VanEck Indonesia Index ETF
IDX
$38.5M
$16.2K ﹤0.01%
1,111
-1,718
GTEK icon
6528
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$192M
$16K ﹤0.01%
444
-6,034
ROBN
6529
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$202M
$16K ﹤0.01%
+305
ELSE icon
6530
Electro-Sensors
ELSE
$16.3M
$15.9K ﹤0.01%
3,751
SOHO
6531
Sotherly Hotels
SOHO
$44.1M
$15.8K ﹤0.01%
16,670
-1,861
ENVB icon
6532
Enveric Biosciences
ENVB
$3.13M
$15.8K ﹤0.01%
+13,020
FBOT icon
6533
Fidelity Disruptive Automation ETF
FBOT
$151M
$15.7K ﹤0.01%
522
ANEW icon
6534
ProShares MSCI Transformational Changes ETF
ANEW
$7.56M
$15.5K ﹤0.01%
309
+8
MMLG icon
6535
First Trust Multi-Manager Large Growth ETF
MMLG
$92.2M
$15.5K ﹤0.01%
461
MSFO icon
6536
YieldMax MSFT Option Income Strategy ETF
MSFO
$138M
$15.5K ﹤0.01%
868
-1,206
VUSE icon
6537
Vident US Equity Strategy ETF
VUSE
$635M
$15.4K ﹤0.01%
245
WYY icon
6538
WidePoint Corp
WYY
$66.5M
$15.4K ﹤0.01%
4,500
MOGO
6539
Mogo
MOGO
$33.7M
$15.4K ﹤0.01%
12,189
+832
XTIA icon
6540
XTI Aerospace
XTIA
$44.4M
$15.3K ﹤0.01%
9,400
+7,897
AMS icon
6541
American Shared Hospital Services
AMS
$13.7M
$15.3K ﹤0.01%
6,356
LVTX icon
6542
LAVA Therapeutics
LVTX
$42.6M
$15.3K ﹤0.01%
11,600
-200
CNYA icon
6543
iShares MSCI China A ETF
CNYA
$275M
$15.3K ﹤0.01%
533
-29,045
YEAR icon
6544
AB Ultra Short Income ETF
YEAR
$1.48B
$15.3K ﹤0.01%
302
-1
PLUR icon
6545
Pluri
PLUR
$26.5M
$15.3K ﹤0.01%
3,083
+2,561
SWVL icon
6546
Swvl Holdings
SWVL
$29.8M
$15.3K ﹤0.01%
3,610
TTT icon
6547
ProShares UltraPro Short 20+ Year Treasury
TTT
$21.7M
$15.3K ﹤0.01%
210
+109
PPI icon
6548
AXS Astoria Inflation Sensitive ETF
PPI
$67.4M
$15.2K ﹤0.01%
931
+930
OPTT icon
6549
Ocean Power Technologies
OPTT
$77.4M
$15.2K ﹤0.01%
31,947
+1,500
PXLW icon
6550
Pixelworks
PXLW
$38.5M
$15.1K ﹤0.01%
2,166
-2,286
260 261
262
263 264