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
KALA icon
7076
KALA BIO
KALA
$6.5M
$2.35K ﹤0.01%
1,533
+561
ICCM icon
7077
IceCure Medical
ICCM
$44.1M
$2.33K ﹤0.01%
2,300
+500
XSVN icon
7078
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$189M
$2.33K ﹤0.01%
48
+1
RLYB icon
7079
Rallybio
RLYB
$32.5M
$2.31K ﹤0.01%
4,640
-31,844
MKZR
7080
MacKenzie Realty Capital
MKZR
$7.74M
$2.3K ﹤0.01%
468
JYD icon
7081
Jayud Global Logistics
JYD
$9.6M
$2.29K ﹤0.01%
333
-400
SDM
7082
Smart Digital Group
SDM
$2.29K ﹤0.01%
+1,238
QVMS icon
7083
Invesco S&P SmallCap 600 QVM Multi-factor ETF
QVMS
$214M
$2.27K ﹤0.01%
81
+1
FBRX icon
7084
Forte Biosciences
FBRX
$275M
$2.27K ﹤0.01%
151
QIS icon
7085
Simplify Multi-QIS Alternative ETF
QIS
$60M
$2.2K ﹤0.01%
115
CIL icon
7086
VictoryShares International Volatility Wtd ETF
CIL
$61.6M
$2.2K ﹤0.01%
42
-1,090
NEMD
7087
Neuberger Berman Emerging Markets Debt Hard Currency ETF
NEMD
$111M
$2.19K ﹤0.01%
+43
DVLT
7088
Datavault AI
DVLT
$365M
$2.18K ﹤0.01%
2,002
+2,000
YCL icon
7089
ProShares Ultra Yen
YCL
$47.9M
$2.18K ﹤0.01%
100
AIRG icon
7090
Airgain
AIRG
$48.4M
$2.17K ﹤0.01%
500
PAVM icon
7091
PAVmed
PAVM
$8.64M
$2.17K ﹤0.01%
5,026
PSQH icon
7092
PSQ Holdings
PSQH
$60.1M
$2.16K ﹤0.01%
1,129
GP
7093
GreenPower Motor Co
GP
$2.69M
$2.14K ﹤0.01%
605
-349
RNRG icon
7094
Global X Renewable Energy Producers ETF
RNRG
$26.3M
$2.13K ﹤0.01%
67
-1
YMAG icon
7095
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$431M
$2.12K ﹤0.01%
135
+134
ATHA icon
7096
Athira Pharma
ATHA
$15.2M
$2.11K ﹤0.01%
510
-1
RKDA icon
7097
Arcadia Biosciences
RKDA
$5.04M
$2.11K ﹤0.01%
608
-179
BLES icon
7098
Inspire Global Hope ETF
BLES
$128M
$2.1K ﹤0.01%
49
-70
MSOX icon
7099
AdvisorShares MSOS 2X Daily ETF
MSOX
$65.2M
$2.09K ﹤0.01%
270
-742
RLMD icon
7100
Relmada Therapeutics
RLMD
$320M
$2.09K ﹤0.01%
1,039
+187
282 283
284
285 286