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
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSSS icon
6876
Research Solutions
RSSS
$97.9M
$5.45K ﹤0.01%
1,460
+960
BSMY
6877
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$83.5M
$5.4K ﹤0.01%
+222
DFAR icon
6878
Dimensional US Real Estate ETF
DFAR
$1.4B
$5.37K ﹤0.01%
225
-1
ZTEK
6879
Zentek
ZTEK
$75.2M
$5.36K ﹤0.01%
7,000
ZYBT
6880
Zhengye Biotechnology
ZYBT
$95.3M
$5.26K ﹤0.01%
2,009
-427
AAM
6881
AA Mission Acquisition Corp
AAM
$467M
$5.26K ﹤0.01%
500
-475
AEI icon
6882
Alset
AEI
$119M
$5.25K ﹤0.01%
2,075
+2,000
FLGC icon
6883
Flora Growth
FLGC
$7.27M
$5.2K ﹤0.01%
301
-1
SLAI
6884
SOLAI Ltd
SLAI
$24.5M
$5.17K ﹤0.01%
1,913
+722
QCAP
6885
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$38.9M
$5.13K ﹤0.01%
+220
BLZRU
6886
Trailblazer Acquisition Corp Unit
BLZRU
$205M
$5.11K ﹤0.01%
+500
SYPR icon
6887
Sypris Solutions
SYPR
$50.9M
$5.11K ﹤0.01%
2,400
NTWK icon
6888
NetSol Technologies
NTWK
$34.6M
$5.11K ﹤0.01%
1,075
WKEY
6889
WISeKey
WKEY
$88.1M
$5.07K ﹤0.01%
797
-298
ARTL icon
6890
Artelo Biosciences
ARTL
$3.94M
$5.05K ﹤0.01%
1,100
+1,096
EDGU
6891
3EDGE Dynamic US Equity ETF
EDGU
$38.6M
$5.03K ﹤0.01%
180
PABU icon
6892
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.26B
$5.03K ﹤0.01%
70
VAMO icon
6893
Cambria Value and Momentum ETF
VAMO
$73.7M
$5.01K ﹤0.01%
150
-1
HDMV icon
6894
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$22.6M
$4.99K ﹤0.01%
143
+1
XHYE icon
6895
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.6M
$4.98K ﹤0.01%
127
+1
AVMU icon
6896
Avantis Core Municipal Fixed Income ETF
AVMU
$147M
$4.97K ﹤0.01%
109
-20
AGZD icon
6897
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$89.2M
$4.93K ﹤0.01%
219
+1
XSHD icon
6898
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$70.9M
$4.93K ﹤0.01%
367
+1
GTIM icon
6899
Good Times Restaurants
GTIM
$13.6M
$4.87K ﹤0.01%
2,985
+250
SEED icon
6900
Origin Agritech
SEED
$11.3M
$4.86K ﹤0.01%
4,020
274 275
276
277 278