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
MRSK icon
7151
Toews Agility Shares Managed Risk ETF
MRSK
$331M
$1.53K ﹤0.01%
+43
RVPH icon
7152
Reviva Pharmaceuticals
RVPH
$76.5M
$1.52K ﹤0.01%
4,120
CYCN icon
7153
Cyclerion Therapeutics
CYCN
$5.75M
$1.49K ﹤0.01%
649
EMCB icon
7154
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$90.6M
$1.48K ﹤0.01%
22
BWET icon
7155
Breakwave Tanker Shipping ETF
BWET
$3.78M
$1.48K ﹤0.01%
100
FEDU
7156
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$1.45K ﹤0.01%
101
KZIA
7157
Kazia Therapeutics
KZIA
$112M
$1.44K ﹤0.01%
+200
QBUL
7158
TrueShares Quarterly Bull Hedge ETF
QBUL
$14.8M
$1.41K ﹤0.01%
+54
CRIS icon
7159
Curis
CRIS
$15M
$1.4K ﹤0.01%
845
CNCK
7160
Coincheck Group
CNCK
$562M
$1.39K ﹤0.01%
300
-3,577
LXEH
7161
Lixiang Education Holding
LXEH
$5.49M
$1.38K ﹤0.01%
+445
YCBD icon
7162
cbdMD
YCBD
$10.7M
$1.38K ﹤0.01%
1,139
SFYF icon
7163
SoFi Social 50 ETF
SFYF
$41.1M
$1.37K ﹤0.01%
25
MOLN
7164
Molecular Partners
MOLN
$162M
$1.36K ﹤0.01%
367
EFAS icon
7165
Global X MSCI SuperDividend EAFE ETF
EFAS
$35M
$1.34K ﹤0.01%
71
ZENV icon
7166
Zenvia
ZENV
$66.2M
$1.34K ﹤0.01%
1,000
VFMF icon
7167
Vanguard US Multifactor ETF
VFMF
$446M
$1.33K ﹤0.01%
9
-267
TRAW icon
7168
Traws Pharma
TRAW
$18.6M
$1.33K ﹤0.01%
719
XTEN icon
7169
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$760M
$1.31K ﹤0.01%
28
+1
EFOI icon
7170
Energy Focus
EFOI
$14.1M
$1.29K ﹤0.01%
463
-1,600
EWUS icon
7171
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$41.1M
$1.28K ﹤0.01%
31
+1
MAIA icon
7172
MAIA Biotechnology
MAIA
$50.4M
$1.28K ﹤0.01%
832
-4,263
BCTX
7173
Briacell Therapeutics
BCTX
$18M
$1.25K ﹤0.01%
114
+113
AIRI icon
7174
Air Industries Group
AIRI
$14.2M
$1.25K ﹤0.01%
400
XELB icon
7175
Xcel Brands
XELB
$5.58M
$1.23K ﹤0.01%
700