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
SUUN
7451
PowerBank Corp
SUUN
$57.5M
$122 ﹤0.01%
80
DAAQ
7452
Digital Asset Acquisition Corp
DAAQ
$234M
$122 ﹤0.01%
12
-28
RAAQ
7453
Real Asset Acquisition Corp
RAAQ
$235M
$122 ﹤0.01%
12
-28
AEON icon
7454
AEON Biopharma
AEON
$11.3M
$121 ﹤0.01%
150
INTS icon
7455
Intensity Therapeutics
INTS
$28.2M
$121 ﹤0.01%
500
PIFI icon
7456
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$107M
$121 ﹤0.01%
1
URE icon
7457
ProShares Ultra Real Estate
URE
$54M
$121 ﹤0.01%
1
-102
ICAP icon
7458
InfraCap Equity Income Fund ETF
ICAP
$75.1M
$120 ﹤0.01%
4
+2
KLIP icon
7459
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$121M
$119 ﹤0.01%
+3
SINT icon
7460
SiNtx Technologies
SINT
$14.2M
$119 ﹤0.01%
29
+17
UPW icon
7461
ProShares Ultra Utilities
UPW
$16.1M
$119 ﹤0.01%
4
-96
UIVM icon
7462
VictoryShares International Value Momentum ETF
UIVM
$285M
$115 ﹤0.01%
1
BTCO icon
7463
Invesco Galaxy Bitcoin ETF
BTCO
$733M
$114 ﹤0.01%
1
SYSB
7464
iShares Systematic Bond ETF
SYSB
$686M
$114 ﹤0.01%
+1
CELZ icon
7465
Creative Medical Technology
CELZ
$5.55M
$113 ﹤0.01%
34
+14
ZJYL icon
7466
Jin Medical International
ZJYL
$34.6M
$113 ﹤0.01%
+200
ROLR
7467
High Roller Technologies
ROLR
$15.4M
$112 ﹤0.01%
40
UCYB icon
7468
ProShares Ultra Nasdaq Cybersecurity ETF
UCYB
$4.55M
$110 ﹤0.01%
1
-7
LQIG icon
7469
State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
LQIG
$19.1M
$107 ﹤0.01%
1
TTT icon
7470
ProShares UltraPro Short 20+ Year Treasury
TTT
$21.2M
$107 ﹤0.01%
1
-209
ROM icon
7471
ProShares Ultra Technology
ROM
$850M
$106 ﹤0.01%
1
-594
HCTI icon
7472
Healthcare Triangle
HCTI
$17M
$105 ﹤0.01%
40
SRS icon
7473
ProShares UltraShort Real Estate
SRS
$23.3M
$105 ﹤0.01%
2
-42
ICON
7474
Icon Energy
ICON
$2.51M
$105 ﹤0.01%
50
ARCM icon
7475
Arrow Reserve Capital Management ETF
ARCM
$51.2M
$104 ﹤0.01%
1