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
ETHO icon
7001
Amplify Etho Climate Leadership US ETF
ETHO
$160M
$3.18K ﹤0.01%
50
-195
WCBR icon
7002
WisdomTree Cybersecurity Fund
WCBR
$122M
$3.18K ﹤0.01%
101
+1
CISO
7003
CISO Global
CISO
$18.8M
$3.17K ﹤0.01%
3,021
+3,000
VPLS icon
7004
Vanguard Core Plus Bond ETF
VPLS
$989M
$3.15K ﹤0.01%
40
-251
RVSN icon
7005
Rail Vision
RVSN
$19.9M
$3.14K ﹤0.01%
+7,300
BJUN icon
7006
Innovator US Equity Buffer ETF June
BJUN
$136M
$3.11K ﹤0.01%
68
FEMR
7007
Fidelity Enhanced Emerging Markets ETF
FEMR
$44.2M
$3.1K ﹤0.01%
+100
RBOT icon
7008
Vicarious Surgical
RBOT
$16.7M
$3.1K ﹤0.01%
563
-1,197
IQST
7009
IQSTEL Inc
IQST
$16.2M
$3.1K ﹤0.01%
477
+227
SKBL
7010
Skyline Builders Group
SKBL
$34.9M
$3.08K ﹤0.01%
900
-30,207
NERD icon
7011
Roundhill Video Games ETF
NERD
$21M
$3.06K ﹤0.01%
109
ASRV icon
7012
AmeriServ Financial
ASRV
$52.2M
$3.04K ﹤0.01%
1,050
+1,049
PAPL
7013
Pineapple Financial
PAPL
$3.49M
$3.04K ﹤0.01%
+539
NJUN
7014
Innovator Growth-100 Power Buffer ETF - June
NJUN
$67.2M
$3.02K ﹤0.01%
98
EHLD
7015
Euroholdings Ltd
EHLD
$20.3M
$3.01K ﹤0.01%
422
-320
OVID icon
7016
Ovid Therapeutics
OVID
$111M
$3.01K ﹤0.01%
2,314
-8,251
SCOR icon
7017
Comscore
SCOR
$35.6M
$3K ﹤0.01%
344
FFND icon
7018
The Future Fund Active ETF
FFND
$104M
$2.99K ﹤0.01%
+100
CLSD
7019
DELISTED
Clearside Biomedical
CLSD
$2.98K ﹤0.01%
750
-7,976
RVP icon
7020
Retractable Technologies
RVP
$24.9M
$2.97K ﹤0.01%
3,530
-167
YLD icon
7021
Principal Active High Yield ETF
YLD
$454M
$2.94K ﹤0.01%
151
ETH
7022
Grayscale Ethereum Mini Trust ETF
ETH
$2.17B
$2.94K ﹤0.01%
+75
HYDR icon
7023
Global X Hydrogen ETF
HYDR
$57.3M
$2.93K ﹤0.01%
85
BYAH
7024
Park Ha Biological Technology Co
BYAH
$6.98M
$2.93K ﹤0.01%
6,125
-1,196
CRWS icon
7025
Crown Crafts
CRWS
$27.8M
$2.91K ﹤0.01%
1,001
279 280
281
282 283