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
FGEN icon
6701
FibroGen
FGEN
$44.6M
$8.8K ﹤0.01%
1,660
-2,250
COCP icon
6702
Cocrystal Pharma
COCP
$15.2M
$8.74K ﹤0.01%
5,863
TCRT icon
6703
Alaunos Therapeutics
TCRT
$5.43M
$8.72K ﹤0.01%
1,798
+901
EMTY icon
6704
ProShares Decline of the Retail Store ETF
EMTY
$2.71M
$8.69K ﹤0.01%
692
+2
ERY icon
6705
Direxion Daily Energy Bear 2X Shares
ERY
$22.6M
$8.67K ﹤0.01%
381
-286
VETZ icon
6706
Academy Veteran Bond ETF
VETZ
$80.7M
$8.64K ﹤0.01%
433
TORO icon
6707
Toro Corp
TORO
$67.1M
$8.58K ﹤0.01%
3,934
+236
GTN.A icon
6708
Gray Media Inc
GTN.A
$899M
$8.51K ﹤0.01%
783
+1
EDGH
6709
3EDGE Dynamic Hard Assets ETF
EDGH
$144M
$8.5K ﹤0.01%
+323
EDUC icon
6710
Educational Development Corp
EDUC
$11.6M
$8.47K ﹤0.01%
6,321
JCPI icon
6711
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
$8.42K ﹤0.01%
174
+1
ONEV icon
6712
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$582M
$8.39K ﹤0.01%
65
-668
QQMG icon
6713
Invesco ESG NASDAQ 100 ETF
QQMG
$105M
$8.37K ﹤0.01%
221
-600
FAAR icon
6714
First Trust Alternative Absolute Return Strategy ETF
FAAR
$111M
$8.29K ﹤0.01%
298
DUG icon
6715
ProShares UltraShort Energy
DUG
$10.3M
$8.29K ﹤0.01%
221
+14
FMST
6716
Foremost Lithium Resource & Technology
FMST
$31.2M
$8.28K ﹤0.01%
+2,500
OVB icon
6717
Overlay Shares Core Bond ETF
OVB
$34.9M
$8.23K ﹤0.01%
401
VS icon
6718
Versus Systems
VS
$8.38M
$8.22K ﹤0.01%
3,530
NFLT icon
6719
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$314M
$8.21K ﹤0.01%
359
+358
IG icon
6720
Principal Investment Grade Corporate Active ETF
IG
$126M
$8.15K ﹤0.01%
391
+3
DRUP icon
6721
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$59.9M
$8.13K ﹤0.01%
130
+1
BKEM icon
6722
BNY Mellon Emerging Markets Equity ETF
BKEM
$66.7M
$8.12K ﹤0.01%
121
-40
ADFI icon
6723
Anfield Dynamic Fixed Income ETF
ADFI
$48.8M
$8.03K ﹤0.01%
+942
MESA icon
6724
Mesa Air Group
MESA
$60.7M
$7.92K ﹤0.01%
8,514
RBNE
6725
Robin Energy Ltd
RBNE
$15.4M
$7.89K ﹤0.01%
+2,629
267 268
269
270 271