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
TVAI
7426
Thayer Ventures Acquisition Corporation II
TVAI
$275M
$150 ﹤0.01%
+15
SHOC icon
7427
Strive US Semiconductor ETF
SHOC
$137M
$149 ﹤0.01%
2
+1
MEM icon
7428
Matthews Emerging Markets Equity Active ETF
MEM
$43.8M
$145 ﹤0.01%
+4
ONEO icon
7429
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$98.2M
$145 ﹤0.01%
+1
IDVO icon
7430
Amplify International Enhanced Dividend Income ETF
IDVO
$575M
$144 ﹤0.01%
3
-28
USEA icon
7431
United Maritime
USEA
$17.1M
$140 ﹤0.01%
85
FORL
7432
DELISTED
Four Leaf Acquisition Corp
FORL
$138 ﹤0.01%
12
+5
BITS icon
7433
Global X Blockchain & Bitcoin Strategy ETF
BITS
$36.8M
$136 ﹤0.01%
1
SIDU icon
7434
Sidus Space
SIDU
$35.6M
$136 ﹤0.01%
131
-47,182
GLMD icon
7435
Galmed Pharmaceuticals
GLMD
$5.75M
$135 ﹤0.01%
98
-33,475
UJB icon
7436
ProShares Ultra High Yield
UJB
$22M
$135 ﹤0.01%
1
-5
ARBK
7437
Argo Blockchain
ARBK
$495M
$131 ﹤0.01%
500
DEFI icon
7438
Hashdex Bitcoin ETF
DEFI
$12.3M
$130 ﹤0.01%
1
IQM icon
7439
Franklin Intelligent Machines ETF
IQM
$61.2M
$129 ﹤0.01%
1
UPV icon
7440
ProShares Ultra FTSE Europe
UPV
$10.1M
$128 ﹤0.01%
1
-7
AVTX icon
7441
Avalo Therapeutics
AVTX
$337M
$127 ﹤0.01%
10
BRZU icon
7442
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$117M
$127 ﹤0.01%
1
-5,172
CHSN icon
7443
Chanson International
CHSN
$2.55M
$127 ﹤0.01%
50
-38
ADME icon
7444
Aptus Behavioral Momentum ETF
ADME
$252M
$126 ﹤0.01%
2
+1
SES.WS icon
7445
SES AI Corp Warrants
SES.WS
$110M
$125 ﹤0.01%
697
TDAC
7446
Translational Development Acquisition Corp
TDAC
$229M
$124 ﹤0.01%
12
-49
ARKR icon
7447
Ark Restaurants
ARKR
$24.2M
$123 ﹤0.01%
17
+1
CURE icon
7448
Direxion Daily Healthcare Bull 3X Shares
CURE
$192M
$123 ﹤0.01%
1
-455
RVYL icon
7449
Ryvyl
RVYL
$11.4M
$123 ﹤0.01%
417
SCAP icon
7450
InfraCap Small Cap Income ETF
SCAP
$16.6M
$122 ﹤0.01%
3
+2
296 297
298
299 300