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
$1.54T
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 22.63%
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
TELA icon
6876
TELA Bio
TELA
$50.8M
$4.3K ﹤0.01%
2,219
-36,901
KHYB icon
6877
KraneShares Asia Pacific High Income Bond ETF
KHYB
$22M
$4.26K ﹤0.01%
177
DALI icon
6878
First Trust DorseyWright DALI 1 ETF
DALI
$116M
$4.26K ﹤0.01%
160
-1,015
PRZO icon
6879
ParaZero Technologies
PRZO
$25M
$4.25K ﹤0.01%
3,404
EDZ icon
6880
Direxion Daily Emerging Markets Bear 3x Shares
EDZ
$11M
$4.25K ﹤0.01%
79
-3
UBT icon
6881
ProShares Ultra 20+ Year Treasury
UBT
$98.5M
$4.21K ﹤0.01%
249
-42
GRAF
6882
Graf Global Corp
GRAF
$308M
$4.18K ﹤0.01%
400
FLMB icon
6883
Franklin Municipal Green Bond ETF
FLMB
$89.6M
$4.12K ﹤0.01%
178
FLUX icon
6884
Flux Power
FLUX
$33.1M
$4.12K ﹤0.01%
2,730
+2,000
SEED icon
6885
Origin Agritech
SEED
$10.3M
$4.1K ﹤0.01%
4,020
-4,250
SFYX icon
6886
SoFi Next 500 ETF
SFYX
$25.6M
$4.09K ﹤0.01%
274
+1
TGEN
6887
Tecogen Inc
TGEN
$205M
$4.08K ﹤0.01%
+600
FTAG icon
6888
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$6.26M
$4.07K ﹤0.01%
155
BIB icon
6889
ProShares Ultra NASDAQ Biotechnology
BIB
$87M
$4.05K ﹤0.01%
88
+22
UFG
6890
Uni-Fuels Holdings
UFG
$28.2M
$4.03K ﹤0.01%
+1,791
STRR
6891
DELISTED
Star Equity Holdings
STRR
$4K ﹤0.01%
+2,000
ELUT icon
6892
Elutia
ELUT
$26.5M
$3.96K ﹤0.01%
2,000
-895
DDLS icon
6893
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$418M
$3.95K ﹤0.01%
100
-2,584
TBHC
6894
The Brand House Collective
TBHC
$26.5M
$3.91K ﹤0.01%
3,625
+265
SOL
6895
Emeren Group
SOL
$91.4M
$3.9K ﹤0.01%
2,088
-4,501
UDEC icon
6896
Innovator US Equity Ultra Buffer ETF December
UDEC
$242M
$3.9K ﹤0.01%
107
MIDU icon
6897
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$69.7M
$3.88K ﹤0.01%
86
+29
INDL icon
6898
Direxion Daily MSCI India Bull 2X Shares
INDL
$69.5M
$3.87K ﹤0.01%
61
-324
FBLG icon
6899
FibroBiologics
FBLG
$13.8M
$3.86K ﹤0.01%
6,204
-30,455
XOVR
6900
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$382M
$3.86K ﹤0.01%
202
274 275
276
277 278