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
ASYS icon
6626
Amtech Systems
ASYS
$107M
$11.6K ﹤0.01%
2,611
+2,529
FLSW icon
6627
Franklin FTSE Switzerland ETF
FLSW
$57.7M
$11.6K ﹤0.01%
304
+3
QCON
6628
DELISTED
American Century Quality Convertible Securities ETF
QCON
$11.5K ﹤0.01%
242
FPFD icon
6629
Fidelity Preferred Securities & Income ETF
FPFD
$68.1M
$11.5K ﹤0.01%
533
+508
EQRR icon
6630
ProShares Equities for Rising Rates ETF
EQRR
$9.46M
$11.5K ﹤0.01%
192
FFTY icon
6631
Innovator IBD 50 ETF
FFTY
$86.7M
$11.4K ﹤0.01%
350
-1,000
TSME icon
6632
Thrivent Small-Mid Cap ESG ETF
TSME
$538M
$11.2K ﹤0.01%
301
+1
MARM icon
6633
FT Vest US Equity Max Buffer ETF March
MARM
$131M
$11.2K ﹤0.01%
350
-175
BKGI icon
6634
BNY Mellon Global Infrastructure Income ETF
BKGI
$256M
$11.2K ﹤0.01%
286
-41
TFPN icon
6635
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$126M
$11.2K ﹤0.01%
488
VTVT icon
6636
vTv Therapeutics
VTVT
$68.1M
$11.2K ﹤0.01%
746
YTRA icon
6637
Yatra Online
YTRA
$85.1M
$11.1K ﹤0.01%
11,380
YJ
6638
Yunji
YJ
$8.42M
$11.1K ﹤0.01%
5,379
-5,196
RMTI icon
6639
Rockwell Medical
RMTI
$33.9M
$11K ﹤0.01%
12,995
-153,398
SOND icon
6640
Sonder
SOND
$6.79M
$11K ﹤0.01%
4,074
-2,306
HYFM icon
6641
Hydrofarm Holdings
HYFM
$10.3M
$11K ﹤0.01%
2,929
+188
IEDI icon
6642
iShares US Consumer Focused ETF
IEDI
$29.8M
$11K ﹤0.01%
200
-1
PW
6643
Power REIT
PW
$2.36M
$10.9K ﹤0.01%
10,100
DGIN icon
6644
VanEck Digital India ETF
DGIN
$18.5M
$10.9K ﹤0.01%
246
FCPI icon
6645
Fidelity Stocks for Inflation ETF
FCPI
$243M
$10.9K ﹤0.01%
233
-1,313
HIBS icon
6646
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
$27.4M
$10.9K ﹤0.01%
1,155
+1,000
FLEE icon
6647
Franklin FTSE Europe ETF
FLEE
$119M
$10.9K ﹤0.01%
324
-45,066
SPDN icon
6648
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$120M
$10.8K ﹤0.01%
1,053
+339
MGMT icon
6649
Ballast Small/Mid Cap ETF
MGMT
$156M
$10.8K ﹤0.01%
273
-115
GLBS icon
6650
Globus Maritime Ltd
GLBS
$24.5M
$10.7K ﹤0.01%
9,333
-1,363
264 265
266
267 268