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
ICON
7426
Icon Energy
ICON
$2.23M
$118 ﹤0.01%
50
SLNH icon
7427
Soluna Holdings
SLNH
$107M
$116 ﹤0.01%
201
ARCM icon
7428
Arrow Reserve Capital Management ETF
ARCM
$46.2M
$116 ﹤0.01%
+1
AEON icon
7429
AEON Biopharma
AEON
$9.88M
$114 ﹤0.01%
150
RNEM icon
7430
First Trust Emerging Markets Equity Select ETF
RNEM
$16.6M
$114 ﹤0.01%
2
+1
IQM icon
7431
Franklin Intelligent Machines ETF
IQM
$51.8M
$111 ﹤0.01%
1
GDHG icon
7432
Golden Heaven Group Holdings
GDHG
$11.5M
$109 ﹤0.01%
8
-15
BTCO icon
7433
Invesco Galaxy Bitcoin ETF
BTCO
$709M
$108 ﹤0.01%
1
ATMV icon
7434
AlphaVest Acquisition Corp
ATMV
$18.5M
$106 ﹤0.01%
9
-1
TAOP icon
7435
Taoping
TAOP
$3.16M
$106 ﹤0.01%
26
+1
XXII
7436
22nd Century Group
XXII
$6.04M
$106 ﹤0.01%
14
+11
VIVS
7437
VivoSim Labs
VIVS
$5.71M
$106 ﹤0.01%
72
-4,918
LQDB icon
7438
iShares BBB Rated Corporate Bond ETF
LQDB
$48.4M
$105 ﹤0.01%
+1
QRFT icon
7439
Qraft AI-Enhanced US Large Cap ETF
QRFT
$10.8M
$105 ﹤0.01%
1
VTEI icon
7440
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.01B
$105 ﹤0.01%
+1
GTI
7441
DELISTED
Graphjet Technology
GTI
$105 ﹤0.01%
17
EEV icon
7442
ProShares Trust UltraShort MSCI Emerging Markets
EEV
$6.62M
$104 ﹤0.01%
4
+1
JVSA
7443
DELISTED
JV SPAC Acquisition Corp
JVSA
$102 ﹤0.01%
28
+19
BBSB icon
7444
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF
BBSB
$32.1M
$99 ﹤0.01%
1
AEI icon
7445
Alset
AEI
$103M
$98 ﹤0.01%
75
CNTB
7446
Connect Biopharma Holdings
CNTB
$155M
$98 ﹤0.01%
+100
HYDW icon
7447
Xtrackers Low Beta High Yield Bond ETF
HYDW
$157M
$97 ﹤0.01%
+2
ANL
7448
Adlai Nortye
ANL
$51.3M
$96 ﹤0.01%
65
+46
YQ
7449
17 Education & Technology Group
YQ
$41.2M
$96 ﹤0.01%
44
GARP
7450
iShares MSCI USA Quality GARP ETF
GARP
$1.1B
$96 ﹤0.01%
+1
296 297
298
299 300