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
AFMC icon
6901
First Trust Active Factor Mid Cap ETF
AFMC
$96.1M
$4.85K ﹤0.01%
141
-1
GLBZ icon
6902
Glen Burnie Bancorp
GLBZ
$12M
$4.82K ﹤0.01%
1,036
SOL
6903
Emeren Group
SOL
$99.6M
$4.8K ﹤0.01%
2,541
+453
MLSS icon
6904
Milestone Scientific
MLSS
$30.7M
$4.78K ﹤0.01%
10,511
+4,999
MATH icon
6905
Metalpha Technology Holding
MATH
$106M
$4.77K ﹤0.01%
1,300
-6,359
DUG icon
6906
ProShares UltraShort Energy
DUG
$9.99M
$4.74K ﹤0.01%
142
-79
YANG icon
6907
Direxion Daily FTSE China Bear 3X Shares
YANG
$176M
$4.73K ﹤0.01%
220
-1,389
ABOT
6908
Abacus FCF Innovation Leaders ETF
ABOT
$4.97M
$4.68K ﹤0.01%
115
+114
ZDEK
6909
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$118M
$4.67K ﹤0.01%
+185
AJUL
6910
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$60.7M
$4.67K ﹤0.01%
+163
CATO icon
6911
Cato Corp
CATO
$67.1M
$4.66K ﹤0.01%
1,107
AKO.A icon
6912
Embotelladora Andina Series A
AKO.A
$4.65K ﹤0.01%
229
LDEM icon
6913
iShares ESG MSCI EM Leaders ETF
LDEM
$32.3M
$4.65K ﹤0.01%
+78
ZJUL
6914
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$143M
$4.63K ﹤0.01%
+161
AOCT
6915
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$72.1M
$4.62K ﹤0.01%
+176
DWTX
6916
Dogwood Therapeutics
DWTX
$203M
$4.62K ﹤0.01%
600
-16,850
NE.WS icon
6917
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$2.94B
$4.62K ﹤0.01%
332
MXC icon
6918
Mexco Energy
MXC
$20.9M
$4.6K ﹤0.01%
502
+1
NHTC icon
6919
Natural Health Trends
NHTC
$37M
$4.56K ﹤0.01%
1,018
-238
XUDV
6920
Franklin U.S. Dividend Booster Index ETF
XUDV
$54.4M
$4.54K ﹤0.01%
+170
FJUN icon
6921
FT Vest US Equity Buffer ETF June
FJUN
$1.06B
$4.53K ﹤0.01%
81
DALI icon
6922
First Trust DorseyWright DALI 1 ETF
DALI
$118M
$4.52K ﹤0.01%
160
CBON icon
6923
VanEck China Bond ETF
CBON
$18.1M
$4.48K ﹤0.01%
200
+1
INCE
6924
Franklin Income Equity Focus ETF
INCE
$113M
$4.45K ﹤0.01%
75
ACHR.WS icon
6925
Archer Aviation Redeemable Warrants
ACHR.WS
$878M
$4.43K ﹤0.01%
2,021
275 276
277
278 279