Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1 +$2.52B
2 +$2.47B
3 +$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1 +$3.15B
2 +$3.05B
3 +$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GNSS icon
6526
Genasys
GNSS
$95.3M
$18.7K ﹤0.01%
7,650
BITO icon
6527
ProShares Bitcoin Strategy ETF
BITO
$2.37B
$18.6K ﹤0.01%
+943
KFFB icon
6528
Kentucky First Federal Bancorp
KFFB
$38.2M
$18.4K ﹤0.01%
5,150
+40
TAIL icon
6529
Cambria Tail Risk ETF
TAIL
$147M
$18.3K ﹤0.01%
1,543
+2
PMAY icon
6530
Innovator US Equity Power Buffer ETF May
PMAY
$611M
$18.1K ﹤0.01%
465
YTRA icon
6531
Yatra Online
YTRA
$114M
$18.1K ﹤0.01%
12,918
+1,538
NTIP icon
6532
Network-1 Technologies
NTIP
$31M
$18.1K ﹤0.01%
12,045
EXOZ
6533
eXoZymes Inc
EXOZ
$120M
$18K ﹤0.01%
1,250
UCIB icon
6534
ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038
UCIB
$26.2M
$18K ﹤0.01%
661
ELSE icon
6535
Electro-Sensors
ELSE
$15.8M
$17.9K ﹤0.01%
3,751
OPTT icon
6536
Ocean Power Technologies
OPTT
$81.3M
$17.9K ﹤0.01%
35,523
+3,576
NRXS icon
6537
Neuraxis
NRXS
$28.2M
$17.9K ﹤0.01%
5,802
GAUZ
6538
Gauzy
GAUZ
$22.5M
$17.8K ﹤0.01%
2,817
EMO.RT
6539
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$17.7K ﹤0.01%
+930,277
GGRW icon
6540
Gabelli Growth Innovators ETF
GGRW
$7.06M
$17.6K ﹤0.01%
500
DRCT icon
6541
Direct Digital Holdings
DRCT
$2.84M
$17.5K ﹤0.01%
51,816
+45,000
DDEC icon
6542
FT Vest US Equity Deep Buffer ETF December
DDEC
$342M
$17.5K ﹤0.01%
400
CODA icon
6543
Coda Octopus Group
CODA
$102M
$17.5K ﹤0.01%
2,176
-27
JVA icon
6544
Coffee Holding Co
JVA
$20.2M
$17.4K ﹤0.01%
3,815
+1,731
VTVT icon
6545
vTv Therapeutics
VTVT
$136M
$17.4K ﹤0.01%
746
RGS icon
6546
Regis Corp
RGS
$71.9M
$17.3K ﹤0.01%
595
-242
DEED icon
6547
First Trust Securitized Plus ETF
DEED
$71.9M
$17.3K ﹤0.01%
809
CBAT icon
6548
CBAK Energy Technology
CBAT
$79M
$17.3K ﹤0.01%
19,314
+4,800
GTEK icon
6549
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$174M
$17.3K ﹤0.01%
443
-1
SCWO icon
6550
374Water
SCWO
$47.1M
$17.2K ﹤0.01%
60,053
-25,977