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
SPYC icon
6776
Simplify US Equity PLUS Convexity ETF
SPYC
$94.2M
$6.27K ﹤0.01%
151
SPTB
6777
State Street SPDR Portfolio Treasury ETF
SPTB
$91.9M
$6.25K ﹤0.01%
205
-77
ESIX icon
6778
State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
$6.91M
$6.21K ﹤0.01%
211
+1
XIMR icon
6779
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$42.6M
$6.15K ﹤0.01%
+197
BGI icon
6780
Birks Group
BGI
$21.4M
$6.15K ﹤0.01%
6,682
+4,277
PRT
6781
PermRock Royalty Trust Unit
PRT
$47.3M
$6.14K ﹤0.01%
1,465
-1
INCR
6782
Intercure
INCR
$73.6M
$6.14K ﹤0.01%
4,177
+149
FLNT
6783
Fluent
FLNT
$55.3M
$6.12K ﹤0.01%
3,061
NINE icon
6784
Nine Energy Service
NINE
$21.7M
$6.12K ﹤0.01%
7,939
-241,288
SRTY icon
6785
ProShares UltraPro Short Russell2000
SRTY
$84.6M
$6.11K ﹤0.01%
357
-154
ELEV
6786
DELISTED
Elevation Oncology
ELEV
$6.1K ﹤0.01%
16,608
-72,487
AVRE icon
6787
Avantis Real Estate ETF
AVRE
$648M
$6.09K ﹤0.01%
138
-1
CGCV
6788
Capital Group Conservative Equity ETF
CGCV
$922M
$6.09K ﹤0.01%
+213
GNTA
6789
Genenta Science
GNTA
$53.9M
$6.09K ﹤0.01%
2,000
-1,400
FUFU icon
6790
BitFuFu
FUFU
$523M
$6.09K ﹤0.01%
1,885
+871
WISE icon
6791
Themes Generative Artificial Intelligence ETF
WISE
$37.9M
$6.08K ﹤0.01%
168
VVPR icon
6792
VivoPower
VVPR
$40.2M
$6.07K ﹤0.01%
1,491
-408
BCDA icon
6793
BioCardia
BCDA
$13.8M
$6.05K ﹤0.01%
3,105
ANY icon
6794
Sphere 3D
ANY
$20.7M
$6.05K ﹤0.01%
10,256
+268
FDCF icon
6795
Fidelity Disruptive Communications ETF
FDCF
$94.7M
$6.04K ﹤0.01%
136
CVV icon
6796
CVD Equipment Corp
CVV
$23.7M
$6.03K ﹤0.01%
2,023
+44
PODC icon
6797
PodcastOne
PODC
$61M
$5.98K ﹤0.01%
2,468
-281
BUCK icon
6798
Simplify Stable Income ETF
BUCK
$352M
$5.97K ﹤0.01%
252
+251
PRAY icon
6799
FIS Christian Stock Fund
PRAY
$72.1M
$5.97K ﹤0.01%
195
-1
CULP icon
6800
Culp
CULP
$47.6M
$5.96K ﹤0.01%
1,516
-700
270 271
272
273 274