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
XTLB
6601
XTL Biopharmaceuticals
XTLB
$8.81M
$12.6K ﹤0.01%
11,011
-2,240
WWR icon
6602
Westwater Resources
WWR
$94.8M
$12.4K ﹤0.01%
20,646
-5,807
EXOZ
6603
eXoZymes Inc
EXOZ
$113M
$12.3K ﹤0.01%
+1,250
RLYB icon
6604
Rallybio
RLYB
$26.7M
$12.3K ﹤0.01%
36,484
PSTP icon
6605
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$128M
$12.2K ﹤0.01%
366
BLCN icon
6606
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$49M
$12.2K ﹤0.01%
522
PTRB icon
6607
PGIM Total Return Bond ETF
PTRB
$551M
$12.1K ﹤0.01%
+290
MGRM
6608
DELISTED
Monogram Orthopaedics
MGRM
$12.1K ﹤0.01%
4,197
-10,674
EAOR icon
6609
iShares ESG Aware Growth Allocation ETF
EAOR
$24.6M
$12.1K ﹤0.01%
362
-538
DXLG icon
6610
Destination XL Group
DXLG
$51.3M
$12K ﹤0.01%
10,840
-95,926
HCRB icon
6611
Hartford Core Bond ETF
HCRB
$347M
$12K ﹤0.01%
343
+342
RFFC icon
6612
ALPS Active Equity Opportunity ETF
RFFC
$22.9M
$12K ﹤0.01%
200
MHH icon
6613
Mastech Digital
MHH
$81.3M
$12K ﹤0.01%
1,670
-714
BNAI
6614
Brand Engagement Network
BNAI
$17.2M
$11.9K ﹤0.01%
27,008
NEOV icon
6615
NeoVolta
NEOV
$140M
$11.8K ﹤0.01%
3,591
-5,241
FLXR
6616
TCW Flexible Income ETF
FLXR
$1.79B
$11.8K ﹤0.01%
300
SMSI icon
6617
Smith Micro Software
SMSI
$12.5M
$11.8K ﹤0.01%
13,710
-2,062
TYGO icon
6618
Tigo Energy
TYGO
$160M
$11.8K ﹤0.01%
9,218
MEXX icon
6619
Direxion Daily MSCI Mexico Bull 3X Shares
MEXX
$22.1M
$11.7K ﹤0.01%
674
+434
AESR icon
6620
Anfield US Equity Sector Rotation ETF
AESR
$153M
$11.7K ﹤0.01%
+619
HOTH icon
6621
Hoth Therapeutics
HOTH
$17M
$11.7K ﹤0.01%
10,006
HIBL icon
6622
Direxion Daily S&P 500 High Beta Bull 3X Shares
HIBL
$59.1M
$11.7K ﹤0.01%
272
-2
XJR icon
6623
iShares ESG Screened S&P Small-Cap ETF
XJR
$102M
$11.7K ﹤0.01%
294
-2,259
DFSI icon
6624
Dimensional International Sustainability Core 1 ETF
DFSI
$825M
$11.7K ﹤0.01%
295
+294
AGGH icon
6625
Simplify Aggregate Bond ETF
AGGH
$307M
$11.6K ﹤0.01%
564
263 264
265
266 267