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
YLD icon
6951
Principal Active High Yield ETF
YLD
$398M
$2.93K ﹤0.01%
151
+1
NERD icon
6952
Roundhill Video Games ETF
NERD
$24.9M
$2.92K ﹤0.01%
109
+1
NJUN
6953
Innovator Growth-100 Power Buffer ETF - June
NJUN
$72.4M
$2.9K ﹤0.01%
98
CRWS icon
6954
Crown Crafts
CRWS
$30.1M
$2.88K ﹤0.01%
1,001
-3,118
BTAI icon
6955
BioXcel Therapeutics
BTAI
$51.3M
$2.86K ﹤0.01%
1,580
-186
UST icon
6956
ProShares Ultra 7-10 Year Treasury
UST
$29.7M
$2.86K ﹤0.01%
66
-2
UMDD icon
6957
ProShares UltraPro MidCap400
UMDD
$28.1M
$2.84K ﹤0.01%
125
+70
XPP icon
6958
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$22.2M
$2.83K ﹤0.01%
112
-5
MSOX icon
6959
AdvisorShares MSOS 2X Daily ETF
MSOX
$65.2M
$2.81K ﹤0.01%
1,012
+510
BUFB icon
6960
Innovator Laddered Allocation Buffer ETF
BUFB
$223M
$2.81K ﹤0.01%
83
SEA icon
6961
US Global Sea to Sky Cargo ETF
SEA
$8.95M
$2.81K ﹤0.01%
200
-1
NAUG
6962
Innovator Growth-100 Power Buffer ETF - August
NAUG
$84.7M
$2.75K ﹤0.01%
100
SLNZ
6963
TCW Senior Loan ETF
SLNZ
$304M
$2.73K ﹤0.01%
58
NNVC icon
6964
NanoViricides
NNVC
$23.7M
$2.73K ﹤0.01%
1,947
+1,831
LASE icon
6965
Laser Photonics
LASE
$58.5M
$2.69K ﹤0.01%
1,000
-300
QNTM
6966
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$58M
$2.65K ﹤0.01%
131
-2,401
RFEM icon
6967
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$45.6M
$2.64K ﹤0.01%
36
+1
MBS icon
6968
Angel Oak Mortgage-Backed Securities ETF
MBS
$152M
$2.63K ﹤0.01%
305
+291
HUBC icon
6969
Hub Cyber Security
HUBC
$36.4M
$2.63K ﹤0.01%
1,371
+100
PASG icon
6970
Passage Bio
PASG
$27.6M
$2.61K ﹤0.01%
326
-15
TYD icon
6971
Direxion Daily 7-10 Year Treasury Bull 3X Shares
TYD
$52.5M
$2.6K ﹤0.01%
102
-3,976
CARV icon
6972
Carver Bancorp
CARV
$13.4M
$2.6K ﹤0.01%
1,500
WKHS icon
6973
Workhorse Group
WKHS
$21M
$2.57K ﹤0.01%
2,338
-844
OPT
6974
DELISTED
Opthea Limited American Depositary Shares
OPT
$2.57K ﹤0.01%
765
QDEC icon
6975
FT Vest Growth-100 Buffer ETF December
QDEC
$534M
$2.55K ﹤0.01%
87
277 278
279
280 281