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
BYLD icon
6676
iShares Yield Optimized Bond ETF
BYLD
$273M
$9.54K ﹤0.01%
422
-1
USOI icon
6677
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$45.3M
$9.49K ﹤0.01%
177
+25
XYZY
6678
YieldMax XYZ Option Income Strategy ETF
XYZY
$59.4M
$9.45K ﹤0.01%
922
ITRM icon
6679
Iterum Therapeutics
ITRM
$29.1M
$9.33K ﹤0.01%
9,373
+2,900
GHLD icon
6680
Guild Holdings
GHLD
$1.24B
$9.31K ﹤0.01%
471
+105
BAFE
6681
Brown Advisory Flexible Equity ETF
BAFE
$1.39B
$9.18K ﹤0.01%
+348
MAIA icon
6682
MAIA Biotechnology
MAIA
$37M
$9.17K ﹤0.01%
5,095
AMOM icon
6683
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$30.3M
$9.15K ﹤0.01%
200
-1
INTZ
6684
Intrusion
INTZ
$33.2M
$9.14K ﹤0.01%
3,993
+3,227
IWMY icon
6685
Defiance R2000 Enhanced Options Income ETF
IWMY
$139M
$9.14K ﹤0.01%
379
-1
IONR
6686
Ioneer
IONR
$283M
$9.13K ﹤0.01%
3,500
+2,100
NMTC icon
6687
NeuroOne Medical Technologies
NMTC
$34.7M
$9.11K ﹤0.01%
13,436
+1,490
DJUL icon
6688
FT Vest US Equity Deep Buffer ETF July
DJUL
$407M
$9.11K ﹤0.01%
205
HIPS icon
6689
GraniteShares HIPS US High Income ETF
HIPS
$113M
$9.11K ﹤0.01%
+752
HTUS icon
6690
Hull Tactical US ETF
HTUS
$134M
$9.06K ﹤0.01%
+227
JVA icon
6691
Coffee Holding Co
JVA
$21.6M
$9.03K ﹤0.01%
2,084
-100
APLY icon
6692
YieldMax AAPL Option Income Strategy ETF
APLY
$152M
$9K ﹤0.01%
699
SJB icon
6693
ProShares Short High Yield
SJB
$68.2M
$8.99K ﹤0.01%
576
+205
PSFF icon
6694
Pacer Swan SOS Fund of Funds ETF
PSFF
$510M
$8.99K ﹤0.01%
295
UCL
6695
uCloudlink Group
UCL
$83.5M
$8.94K ﹤0.01%
4,625
TACT icon
6696
Transact Technologies
TACT
$43.4M
$8.93K ﹤0.01%
2,439
+2,232
OPAD icon
6697
Offerpad Solutions
OPAD
$66.3M
$8.87K ﹤0.01%
9,752
-10,215
CHAU icon
6698
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$165M
$8.87K ﹤0.01%
599
-13,952
MUSI icon
6699
American Century Multisector Income ETF
MUSI
$172M
$8.82K ﹤0.01%
200
-1
FTHM icon
6700
Fathom Holdings
FTHM
$39.3M
$8.8K ﹤0.01%
7,101
+2,400
266 267
268
269 270