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
LONZ icon
6801
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$647M
$5.92K ﹤0.01%
116
-13
FFLC icon
6802
Fidelity Fundamental Large Cap Core ETF
FFLC
$882M
$5.9K ﹤0.01%
120
BUXX icon
6803
Strive Enhanced Income Short Maturity ETF
BUXX
$313M
$5.87K ﹤0.01%
289
DMA
6804
Destra Multi-Alternative Fund
DMA
$78.3M
$5.87K ﹤0.01%
671
+1
IAPR icon
6805
Innovator International Developed Power Buffer ETF April
IAPR
$238M
$5.85K ﹤0.01%
200
LOCL icon
6806
Local Bounti
LOCL
$59.1M
$5.82K ﹤0.01%
2,488
FTEL icon
6807
Fitell Corp
FTEL
$1.73M
$5.78K ﹤0.01%
11,396
+11,301
AVMU icon
6808
Avantis Core Municipal Fixed Income ETF
AVMU
$151M
$5.78K ﹤0.01%
129
+21
EHLD
6809
Euroholdings Ltd
EHLD
$19.9M
$5.74K ﹤0.01%
742
-577
TWNP
6810
Twin Hospitality Group
TWNP
$199M
$5.67K ﹤0.01%
1,255
-142
MCTR
6811
CTRL Group
MCTR
$14.6M
$5.64K ﹤0.01%
2,000
+1,980
VYNE icon
6812
VYNE Therapeutics
VYNE
$8.97M
$5.63K ﹤0.01%
3,411
-9,400
NE.WS icon
6813
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$3.1B
$5.61K ﹤0.01%
332
DYAI icon
6814
Dyadic International
DYAI
$33.8M
$5.6K ﹤0.01%
5,654
SBFM
6815
Sunshine Biopharma
SBFM
$8.44M
$5.52K ﹤0.01%
3,834
GRCE
6816
Grace Therapeutics
GRCE
$45.4M
$5.49K ﹤0.01%
1,848
NHTC icon
6817
Natural Health Trends
NHTC
$37.8M
$5.44K ﹤0.01%
1,256
+501
DXD icon
6818
ProShares UltraShort Dow 30
DXD
$49.9M
$5.44K ﹤0.01%
224
-3
IGC icon
6819
IGC Pharma
IGC
$33.8M
$5.42K ﹤0.01%
17,707
GWAV icon
6820
Greenwave Technology Solutions
GWAV
$3.75M
$5.4K ﹤0.01%
255
MFUS icon
6821
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$217M
$5.4K ﹤0.01%
101
-45
CAPE icon
6822
DoubleLine Shiller CAPE US Equities ETF
CAPE
$319M
$5.38K ﹤0.01%
169
+1
GENVR
6823
Gen Digital Inc Contingent Value Rights
GENVR
$5.37K ﹤0.01%
+670
DFAR icon
6824
Dimensional US Real Estate ETF
DFAR
$1.4B
$5.31K ﹤0.01%
226
-5,328
SYPR icon
6825
Sypris Solutions
SYPR
$47.2M
$5.3K ﹤0.01%
2,400
-186
271 272
273
274 275