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
$1.54T
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 22.63%
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
VTES icon
6726
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.44B
$7.85K ﹤0.01%
77
-749
AFLG icon
6727
First Trust Active Factor Large Cap ETF
AFLG
$450M
$7.84K ﹤0.01%
216
-1
NEPH icon
6728
Nephros
NEPH
$60.5M
$7.83K ﹤0.01%
1,915
-3,508
PRFD icon
6729
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$197M
$7.7K ﹤0.01%
151
DGICB
6730
Donegal Group Class B
DGICB
$605M
$7.65K ﹤0.01%
430
FEAM icon
6731
5E Advanced Materials
FEAM
$81.2M
$7.63K ﹤0.01%
2,168
ZTEK
6732
Zentek
ZTEK
$81.6M
$7.63K ﹤0.01%
7,000
PBHC icon
6733
Pathfinder Bancorp
PBHC
$85.4M
$7.6K ﹤0.01%
495
-83
BEDU
6734
Bright Scholar Education Holdings
BEDU
$65.3M
$7.57K ﹤0.01%
4,398
-507
SACH
6735
Sachem Capital Corp
SACH
$50.1M
$7.56K ﹤0.01%
6,300
+2,000
PFRL icon
6736
PGIM Floating Rate Income ETF
PFRL
$98.3M
$7.52K ﹤0.01%
150
SST icon
6737
System1
SST
$28.4M
$7.52K ﹤0.01%
1,359
-3,431
JYD icon
6738
Jayud Global Logistics
JYD
$11.9M
$7.41K ﹤0.01%
733
+153
ALTY icon
6739
Global X Alternative Income ETF
ALTY
$39.1M
$7.36K ﹤0.01%
631
BOAT icon
6740
SonicShares Global Shipping ETF
BOAT
$43.4M
$7.34K ﹤0.01%
258
-663
LIDR icon
6741
AEye
LIDR
$111M
$7.29K ﹤0.01%
7,073
-9,312
NCEL
6742
NewcelX Ltd
NCEL
$16M
$7.28K ﹤0.01%
+251
SMXT icon
6743
Solarmax Technology
SMXT
$52.6M
$7.26K ﹤0.01%
6,659
-205,589
DUST icon
6744
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$40.4M
$7.24K ﹤0.01%
293
-330
JPMO icon
6745
YieldMax JPM Option Income Strategy ETF
JPMO
$60M
$7.21K ﹤0.01%
421
WKEY
6746
WISeKey
WKEY
$103M
$7.18K ﹤0.01%
1,095
+770
QNCX icon
6747
Quince Therapeutics
QNCX
$149M
$7.1K ﹤0.01%
4,302
-49,272
GWH icon
6748
ESS Tech
GWH
$50.6M
$7.06K ﹤0.01%
5,309
+498
BLRX
6749
BioLineRX
BLRX
$15.1M
$7.05K ﹤0.01%
1,543
-701
MAGA icon
6750
Point Bridge America First ETF
MAGA
$29.9M
$7.04K ﹤0.01%
140
268 269
270
271 272