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
UPLD icon
6576
Upland Software
UPLD
$52.9M
$14.1K ﹤0.01%
7,244
-34,688
PHIO icon
6577
Phio Pharmaceuticals
PHIO
$8.48M
$14.1K ﹤0.01%
6,000
SZNE icon
6578
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$15.3M
$14.1K ﹤0.01%
409
DGXX
6579
Digi Power X Inc
DGXX
$232M
$14.1K ﹤0.01%
5,000
+4,863
NRXS icon
6580
Neuraxis
NRXS
$25.3M
$14K ﹤0.01%
+5,802
VRCA icon
6581
Verrica Pharmaceuticals
VRCA
$33.8M
$13.9K ﹤0.01%
2,627
-4,315
WIMI
6582
WiMi Hologram Cloud
WIMI
$41.2M
$13.8K ﹤0.01%
4,979
-3,772
AMZY icon
6583
YieldMax AMZN Option Income Strategy ETF
AMZY
$282M
$13.7K ﹤0.01%
844
HEQT icon
6584
Simplify Hedged Equity ETF
HEQT
$310M
$13.7K ﹤0.01%
455
+154
PJFG icon
6585
PGIM Jennison Focused Growth ETF
PJFG
$130M
$13.6K ﹤0.01%
131
SPXT icon
6586
ProShares S&P 500 ex-Technology ETF
SPXT
$219M
$13.6K ﹤0.01%
141
-5,776
CBSE icon
6587
Clough Select Equity ETF
CBSE
$30.4M
$13.4K ﹤0.01%
+364
GNSS icon
6588
Genasys
GNSS
$108M
$13.2K ﹤0.01%
7,650
-55,876
RBOT icon
6589
Vicarious Surgical
RBOT
$28.4M
$13.2K ﹤0.01%
1,760
-311
QJUN icon
6590
FT Vest Growth-100 Buffer ETF June
QJUN
$646M
$13.1K ﹤0.01%
444
HBIO icon
6591
Harvard Bioscience
HBIO
$24.3M
$13.1K ﹤0.01%
29,556
-55,146
INV
6592
Innventure Inc
INV
$194M
$12.9K ﹤0.01%
2,691
-13,589
PT
6593
Pintec Technology Holdings
PT
$16M
$12.9K ﹤0.01%
14,290
+200
BZAI
6594
Blaize Holdings
BZAI
$357M
$12.8K ﹤0.01%
4,286
-19,700
LGO
6595
Largo
LGO
$93.3M
$12.7K ﹤0.01%
9,851
+3,015
NNNN
6596
Anbio Biotechnology
NNNN
$718M
$12.7K ﹤0.01%
+400
FDHT icon
6597
Fidelity Digital Health ETF
FDHT
$8.11M
$12.7K ﹤0.01%
601
KWM
6598
K Wave Media Ltd
KWM
$108M
$12.6K ﹤0.01%
+3,738
BOSC icon
6599
Better Online Solutions
BOSC
$38M
$12.6K ﹤0.01%
+2,600
CMDT icon
6600
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$582M
$12.6K ﹤0.01%
487
+332
262 263
264
265 266