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
MEGL icon
7126
Magic Empire Global Ltd
MEGL
$6.38M
$1.79K ﹤0.01%
1,177
FLSA icon
7127
Franklin FTSE Saudi Arabia ETF
FLSA
$21M
$1.78K ﹤0.01%
51
+1
LFWD icon
7128
ReWalk Robotics
LFWD
$12.4M
$1.78K ﹤0.01%
2,501
-250
VRME icon
7129
VerifyMe
VRME
$8.67M
$1.77K ﹤0.01%
2,000
GPIX icon
7130
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$2.43B
$1.73K ﹤0.01%
33
+1
XOS icon
7131
Xos
XOS
$26.3M
$1.73K ﹤0.01%
641
CBIO
7132
Crescent Biopharma
CBIO
$236M
$1.72K ﹤0.01%
145
-15,249
EDGI
7133
3EDGE Dynamic International Equity ETF
EDGI
$164M
$1.72K ﹤0.01%
62
PCMM
7134
BondBloxx Private Credit CLO ETF
PCMM
$186M
$1.72K ﹤0.01%
34
BGI icon
7135
Birks Group
BGI
$20.2M
$1.72K ﹤0.01%
1,562
-5,120
GWAV icon
7136
Greenwave Technology Solutions
GWAV
$5.57M
$1.72K ﹤0.01%
253
-2
KAPR icon
7137
Innovator US Small Cap Power Buffer ETF April
KAPR
$160M
$1.71K ﹤0.01%
50
WETO
7138
Webus International
WETO
$20M
$1.68K ﹤0.01%
851
XSEP icon
7139
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$104M
$1.66K ﹤0.01%
40
ZDGE icon
7140
Zedge
ZDGE
$36.2M
$1.66K ﹤0.01%
569
BUYW icon
7141
Main BuyWrite ETF
BUYW
$962M
$1.65K ﹤0.01%
116
LPCN icon
7142
Lipocine
LPCN
$17.6M
$1.64K ﹤0.01%
575
KJUN
7143
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$18.1M
$1.64K ﹤0.01%
60
DJTWW
7144
Trump Media & Technology Group Warrants
DJTWW
$939M
$1.62K ﹤0.01%
200
CXAI icon
7145
CXApp
CXAI
$11.5M
$1.61K ﹤0.01%
2,191
INKT icon
7146
MiNK Therapeutics
INKT
$58.3M
$1.61K ﹤0.01%
115
+93
CMCT
7147
Creative Media & Community Trust
CMCT
$3.38M
$1.58K ﹤0.01%
254
FGDL icon
7148
Franklin Responsibly Sourced Gold ETF
FGDL
$445M
$1.55K ﹤0.01%
30
-4,417
AIRE icon
7149
reAlpha
AIRE
$65.1M
$1.53K ﹤0.01%
2,000
+947
OCTW icon
7150
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$537M
$1.53K ﹤0.01%
+40
284 285
286
287 288