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
$1.54T
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 22.63%
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
EUDV icon
7376
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.48M
$184 ﹤0.01%
3
+2
SPXV icon
7377
ProShares S&P 500 ex-Health Care ETF
SPXV
$34.5M
$184 ﹤0.01%
2
TNON icon
7378
Tenon Medical
TNON
$9.72M
$184 ﹤0.01%
188
AGM.A icon
7379
Federal Agricultural Mortgage Class A
AGM.A
$1.42B
$183 ﹤0.01%
1
AVGE icon
7380
Avantis All Equity Markets ETF
AVGE
$649M
$181 ﹤0.01%
2
+1
UYSC
7381
UY Scuti Acquisition Corp
UYSC
$78.2M
$181 ﹤0.01%
+18
TMDV icon
7382
ProShares Russell US Dividend Growers ETF
TMDV
$4.26M
$179 ﹤0.01%
3
ION icon
7383
ProShares S&P Global Core Battery Metals ETF
ION
$4.53M
$178 ﹤0.01%
6
+4
EFU icon
7384
ProShares Trust UltraShort MSCI EAFE
EFU
$888K
$176 ﹤0.01%
16
+3
ESHA icon
7385
ESH Acquisition Corp
ESHA
$45.1M
$176 ﹤0.01%
16
-2
SBB icon
7386
ProShares Short SmallCap600
SBB
$5.28M
$175 ﹤0.01%
11
-2
EVEX.WS icon
7387
Eve Holding Inc Warrants
EVEX.WS
$146M
$173 ﹤0.01%
188
FSYD icon
7388
Fidelity Sustainable High Yield ETF
FSYD
$72.6M
$167 ﹤0.01%
3
-1
EVOK icon
7389
Evoke Pharma
EVOK
$18.6M
$166 ﹤0.01%
64
RISN icon
7390
Inspire Capital Appreciation ETF
RISN
$90.7M
$165 ﹤0.01%
5
+1
INKT icon
7391
MiNK Therapeutics
INKT
$51.2M
$163 ﹤0.01%
22
-2
PIFI icon
7392
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$108M
$163 ﹤0.01%
1
CRPT icon
7393
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$115M
$162 ﹤0.01%
7
-1
PZG icon
7394
Paramount Gold Nevada
PZG
$92.5M
$158 ﹤0.01%
257
+1
STKH
7395
Steakholder Foods
STKH
$2.72M
$158 ﹤0.01%
13
+7
TMDE
7396
TMD Energy Limited
TMDE
$15.6M
$156 ﹤0.01%
+130
INTS icon
7397
Intensity Therapeutics
INTS
$23.8M
$154 ﹤0.01%
500
OPER icon
7398
ClearShares Ultra-Short Maturity ETF
OPER
$108M
$151 ﹤0.01%
1
-1
ARKR icon
7399
Ark Restaurants
ARKR
$25.2M
$150 ﹤0.01%
16
+14
SUPL icon
7400
ProShares Supply Chain Logistics ETF
SUPL
$960K
$150 ﹤0.01%
3
+2
294 295
296
297 298