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
DRCT icon
6901
Direct Digital Holdings
DRCT
$4.04M
$3.85K ﹤0.01%
6,816
-3,510
NFLY icon
6902
YieldMax NFLX Option Income Strategy ETF
NFLY
$116M
$3.85K ﹤0.01%
200
-414
GP
6903
GreenPower Motor Co
GP
$2.79M
$3.81K ﹤0.01%
954
-200
SPCX icon
6904
The SPAC and New Issue ETF
SPCX
$8.92M
$3.81K ﹤0.01%
150
FITE icon
6905
State Street SPDR S&P Kensho Future Security ETF
FITE
$92.4M
$3.76K ﹤0.01%
49
-171
CRESW
6906
Cresud SACIF y A. Warrant
CRESW
$60.5M
$3.76K ﹤0.01%
4,480
WHWK
6907
Whitehawk Therapeutics
WHWK
$101M
$3.75K ﹤0.01%
2,003
-62,234
XOMO icon
6908
YieldMax XOM Option Income Strategy ETF
XOMO
$46.7M
$3.73K ﹤0.01%
300
CAMX icon
6909
Cambiar Aggressive Value ETF
CAMX
$59.2M
$3.73K ﹤0.01%
118
HTOO icon
6910
Fusion Fuel Green
HTOO
$5.72M
$3.69K ﹤0.01%
528
GYRO icon
6911
Gyrodyne
GYRO
$20.3M
$3.67K ﹤0.01%
426
SLNG icon
6912
Stabilis Solutions
SLNG
$87.4M
$3.66K ﹤0.01%
770
-39
FBZ
6913
DELISTED
First Trust Brazil AlphaDEX Fund
FBZ
$3.63K ﹤0.01%
302
+1
CLRB icon
6914
Cellectar Biosciences
CLRB
$13M
$3.63K ﹤0.01%
510
RANI icon
6915
Rani Therapeutics
RANI
$157M
$3.61K ﹤0.01%
7,020
-7,566
SNT
6916
Senstar Technologies
SNT
$102M
$3.6K ﹤0.01%
760
SIM icon
6917
Grupo SIMEC
SIM
$4.45B
$3.59K ﹤0.01%
132
-11
PRPH icon
6918
ProPhase Labs
PRPH
$7.47M
$3.59K ﹤0.01%
9,167
+1
FCLD icon
6919
Fidelity Cloud Computing ETF
FCLD
$88.2M
$3.58K ﹤0.01%
125
-134
KRKR
6920
36Kr Holdings
KRKR
$9.58M
$3.58K ﹤0.01%
619
+73
FLN icon
6921
First Trust Latin America AlphaDEX Fund
FLN
$15.5M
$3.56K ﹤0.01%
178
MLSS icon
6922
Milestone Scientific
MLSS
$24.4M
$3.51K ﹤0.01%
5,512
RDHL
6923
Redhill Biopharma
RDHL
$3.7M
$3.5K ﹤0.01%
1,802
+1,789
OVID icon
6924
Ovid Therapeutics
OVID
$107M
$3.48K ﹤0.01%
10,565
-72,162
MIGI icon
6925
Mawson Infrastructure Group
MIGI
$5.77M
$3.47K ﹤0.01%
9,122
-160
275 276
277
278 279