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
NJAN icon
6626
Innovator Growth-100 Power Buffer ETF January
NJAN
$286M
$13.6K ﹤0.01%
255
+193
PT
6627
Pintec Technology Holdings
PT
$16.5M
$13.5K ﹤0.01%
14,290
FPRO icon
6628
Fidelity Real Estate Investment ETF
FPRO
$13.4M
$13.5K ﹤0.01%
597
+596
FDRV icon
6629
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$30.1M
$13.5K ﹤0.01%
760
-1,117
UUU icon
6630
Universal Safety Products Inc
UUU
$11M
$13.5K ﹤0.01%
3,375
+3,311
SOHO
6631
Sotherly Hotels
SOHO
$44.9M
$13.3K ﹤0.01%
16,643
-27
NSRX
6632
Nasus Pharma
NSRX
$61.6M
$13.3K ﹤0.01%
+2,000
LSF icon
6633
Laird Superfood
LSF
$22.1M
$13.3K ﹤0.01%
2,381
+106
JNUG icon
6634
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$607M
$13.3K ﹤0.01%
81
-7,926
TACT icon
6635
Transact Technologies
TACT
$43.5M
$13.2K ﹤0.01%
2,438
-1
CLOX icon
6636
Panagram AAA CLO ETF
CLOX
$250M
$13.2K ﹤0.01%
+515
ALOT icon
6637
AstroNova
ALOT
$62.1M
$13.2K ﹤0.01%
1,284
INDO icon
6638
Indonesia Energy Corp
INDO
$44.2M
$13K ﹤0.01%
4,342
+3,602
FDHT
6639
DELISTED
Fidelity Digital Health ETF
FDHT
$13K ﹤0.01%
601
TONX
6640
TON Strategy Co
TONX
$158M
$12.9K ﹤0.01%
+1,830
RFFC icon
6641
ALPS Active Equity Opportunity ETF
RFFC
$26.7M
$12.8K ﹤0.01%
200
TBT icon
6642
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$259M
$12.8K ﹤0.01%
379
-3,486
CRD.B icon
6643
Crawford & Co Class B
CRD.B
$527M
$12.8K ﹤0.01%
1,304
-3,252
XFOR icon
6644
X4 Pharmaceuticals
XFOR
$342M
$12.8K ﹤0.01%
3,728
-7,196
OCC icon
6645
Optical Cable Corp
OCC
$80.5M
$12.7K ﹤0.01%
1,570
MHH icon
6646
Mastech Digital
MHH
$88.8M
$12.7K ﹤0.01%
1,670
PSTP icon
6647
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$128M
$12.7K ﹤0.01%
366
DGCB icon
6648
Dimensional Global Credit ETF
DGCB
$778M
$12.7K ﹤0.01%
+229
NIXX
6649
Nixxy Inc
NIXX
$28.6M
$12.7K ﹤0.01%
9,000
-12,800
NAPR icon
6650
Innovator Growth-100 Power Buffer ETF April
NAPR
$203M
$12.7K ﹤0.01%
241
-1,081
264 265
266
267 268