Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year 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 Return
1 Year Return
+22.88%
3 Year Return
5 Year Return
10 Year 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
ANGH icon
6926
Anghami
ANGH
$19.5M
$3.43K ﹤0.01%
708
MVV icon
6927
ProShares Ultra MidCap400
MVV
$148M
$3.41K ﹤0.01%
53
+16
LINK icon
6928
Interlink Electronics
LINK
$101M
$3.41K ﹤0.01%
451
+300
RKDA icon
6929
Arcadia Biosciences
RKDA
$4.57M
$3.39K ﹤0.01%
787
+179
UAVS icon
6930
AgEagle Aerial Systems
UAVS
$83M
$3.37K ﹤0.01%
3,274
+100
VVOS icon
6931
Vivos Therapeutics
VVOS
$23.8M
$3.37K ﹤0.01%
1,065
-249
NTWK icon
6932
NetSol Technologies
NTWK
$52.6M
$3.34K ﹤0.01%
1,075
XFIV icon
6933
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$223M
$3.34K ﹤0.01%
67
+66
CHEK icon
6934
Check-Cap
CHEK
$11.2M
$3.21K ﹤0.01%
4,161
+100
XWEL icon
6935
XWELL
XWEL
$5.7M
$3.21K ﹤0.01%
3,480
-1,489
WCBR icon
6936
WisdomTree Cybersecurity Fund
WCBR
$154M
$3.19K ﹤0.01%
100
NYAX
6937
Nayax
NYAX
$1.77B
$3.17K ﹤0.01%
63
-8
EBON icon
6938
Ebang International Holdings
EBON
$29.2M
$3.15K ﹤0.01%
955
NJAN icon
6939
Innovator Growth-100 Power Buffer ETF January
NJAN
$303M
$3.15K ﹤0.01%
62
MKZR
6940
MacKenzie Realty Capital
MKZR
$9.5M
$3.14K ﹤0.01%
468
LIVE icon
6941
Live Ventures
LIVE
$54.2M
$3.13K ﹤0.01%
180
CCEL icon
6942
Cryo-Cell International
CCEL
$35.8M
$3.12K ﹤0.01%
601
CATO icon
6943
Cato Corp
CATO
$82.9M
$3.11K ﹤0.01%
1,107
-2,619
SURG icon
6944
SurgePays
SURG
$53.3M
$3.11K ﹤0.01%
1,000
-99
RINF icon
6945
ProShares Inflation Expectations ETF
RINF
$21.3M
$3.06K ﹤0.01%
93
-321
PAVM icon
6946
PAVmed
PAVM
$12.2M
$3.02K ﹤0.01%
5,026
+234
CWS icon
6947
AdvisorShares Focused Equity ETF
CWS
$187M
$2.99K ﹤0.01%
42
GOLY icon
6948
Strategy Shares Gold-Hedged Bond ETF
GOLY
$91.8M
$2.98K ﹤0.01%
101
BJUN icon
6949
Innovator US Equity Buffer ETF June
BJUN
$178M
$2.98K ﹤0.01%
68
ELTX icon
6950
Elicio Therapeutics
ELTX
$174M
$2.93K ﹤0.01%
380
-462
276 277
278
279 280