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
KLRS
6826
Kalaris Therapeutics
KLRS
$88.8M
$5.24K ﹤0.01%
1,964
+668
CHR icon
6827
Cheer Holding
CHR
$1.14M
$5.23K ﹤0.01%
3,580
+500
GLBZ icon
6828
Glen Burnie Bancorp
GLBZ
$13.3M
$5.19K ﹤0.01%
1,036
-1
CVKD icon
6829
Cadrenal Therapeutics
CVKD
$24.8M
$5.18K ﹤0.01%
430
-700
BIVI icon
6830
BioVie
BIVI
$11.2M
$5.11K ﹤0.01%
553
+67
SMBS
6831
Schwab Mortgage-Backed Securities ETF
SMBS
$5.49B
$5.07K ﹤0.01%
+199
FOCT icon
6832
FT Vest US Equity Buffer ETF October
FOCT
$992M
$5.06K ﹤0.01%
+113
EFOI icon
6833
Energy Focus
EFOI
$12.4M
$5.05K ﹤0.01%
2,063
+1,600
RXL icon
6834
ProShares Ultra Health Care
RXL
$73.8M
$5K ﹤0.01%
123
+54
SNGX icon
6835
Soligenix
SNGX
$11.5M
$5K ﹤0.01%
3,815
TOPS icon
6836
TOP Ships
TOPS
$27.1M
$4.98K ﹤0.01%
946
-4,254
HDMV icon
6837
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$22.8M
$4.96K ﹤0.01%
142
-1
OMEX icon
6838
Odyssey Marine Exploration
OMEX
$119M
$4.95K ﹤0.01%
4,191
+2,011
XSHD icon
6839
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$70.8M
$4.93K ﹤0.01%
366
-1
ACOG
6840
Alpha Cognition
ACOG
$120M
$4.9K ﹤0.01%
+525
TROO icon
6841
TROOPS Inc
TROO
$148M
$4.89K ﹤0.01%
6,907
SABSW icon
6842
SAB Biotherapeutics Warrant
SABSW
$362K
$4.88K ﹤0.01%
146,439
XHYE icon
6843
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.6M
$4.87K ﹤0.01%
126
-1
BLES icon
6844
Inspire Global Hope ETF
BLES
$124M
$4.86K ﹤0.01%
119
+101
AGZD icon
6845
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$95.5M
$4.85K ﹤0.01%
218
QTOP
6846
iShares Nasdaq Top 30 Stocks ETF
QTOP
$197M
$4.83K ﹤0.01%
171
+44
GTIM icon
6847
Good Times Restaurants
GTIM
$13.9M
$4.83K ﹤0.01%
2,735
-1,000
GLOF icon
6848
iShares Global Equity Factor ETF
GLOF
$156M
$4.82K ﹤0.01%
+100
UNCY icon
6849
Unicycive Therapeutics
UNCY
$81.6M
$4.77K ﹤0.01%
1,000
-1,227
TWM icon
6850
ProShares UltraShort Russell2000
TWM
$32.2M
$4.76K ﹤0.01%
110
-201
272 273
274
275 276