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
EURL icon
6851
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$34.3M
$4.75K ﹤0.01%
137
+96
SIMS icon
6852
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$10.5M
$4.75K ﹤0.01%
134
-62
DCRE icon
6853
DoubleLine Commercial Real Estate ETF
DCRE
$319M
$4.74K ﹤0.01%
+91
ADUR
6854
Aduro Clean Technologies
ADUR
$384M
$4.73K ﹤0.01%
528
-2,272
AFBI icon
6855
Affinity Bancshares
AFBI
$117M
$4.72K ﹤0.01%
257
-153
ADN
6856
DELISTED
Advent Technologies
ADN
$4.7K ﹤0.01%
2,259
-21
EDGU
6857
3EDGE Dynamic US Equity ETF
EDGU
$41.4M
$4.68K ﹤0.01%
+180
PABU icon
6858
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.31B
$4.68K ﹤0.01%
70
-3,108
VSEE
6859
VSee Health
VSEE
$16.7M
$4.64K ﹤0.01%
4,000
KALA icon
6860
KALA BIO
KALA
$5.01M
$4.63K ﹤0.01%
972
COYA icon
6861
Coya Therapeutics
COYA
$121M
$4.6K ﹤0.01%
800
-5,940
FBIO icon
6862
Fortress Biotech
FBIO
$77.7M
$4.57K ﹤0.01%
2,457
-8,881
VAMO icon
6863
Cambria Value and Momentum ETF
VAMO
$66M
$4.57K ﹤0.01%
151
+1
AFMC icon
6864
First Trust Active Factor Mid Cap ETF
AFMC
$86M
$4.56K ﹤0.01%
142
+141
OCC icon
6865
Optical Cable Corp
OCC
$66M
$4.56K ﹤0.01%
1,570
-3,479
AKO.A icon
6866
Embotelladora Andina Series A
AKO.A
$4.55K ﹤0.01%
229
+83
BRNS
6867
Barinthus Biotherapeutics
BRNS
$43.7M
$4.51K ﹤0.01%
4,852
+3,981
ISPO icon
6868
Inspirato
ISPO
$31.2M
$4.5K ﹤0.01%
1,318
CBON icon
6869
VanEck China Bond ETF
CBON
$18M
$4.46K ﹤0.01%
199
MXC icon
6870
Mexco Energy
MXC
$18.4M
$4.45K ﹤0.01%
501
-1
HOVR icon
6871
New Horizon Aircraft
HOVR
$88.4M
$4.4K ﹤0.01%
+2,571
ENGS
6872
Energys Group
ENGS
$25.7M
$4.39K ﹤0.01%
+2,509
FJUN icon
6873
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
$4.35K ﹤0.01%
81
-59
INCE
6874
Franklin Income Equity Focus ETF
INCE
$97.2M
$4.31K ﹤0.01%
75
XCUR icon
6875
Exicure
XCUR
$25M
$4.31K ﹤0.01%
612
273 274
275
276 277