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
CTXR icon
7451
Citius Pharmaceuticals
CTXR
$22.5M
$95 ﹤0.01%
60
ARBK
7452
Argo Blockchain
ARBK
$16.4M
$94 ﹤0.01%
500
-79
ATMC icon
7453
AlphaTime Acquisition Corp
ATMC
$31.6M
$94 ﹤0.01%
8
-1
FBTC icon
7454
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.5B
$94 ﹤0.01%
1
FTFT icon
7455
Future FinTech Group
FTFT
$23.8M
$94 ﹤0.01%
79
-1
USAI icon
7456
Pacer American Energy Independence ETF
USAI
$82.7M
$94 ﹤0.01%
2
+1
TYLG icon
7457
Global X Information Technology Covered Call & Growth ETF
TYLG
$11M
$93 ﹤0.01%
2
+1
THYF icon
7458
T. Rowe Price US High Yield ETF
THYF
$785M
$92 ﹤0.01%
+1
TEQI icon
7459
T. Rowe Price Equity Income ETF
TEQI
$356M
$91 ﹤0.01%
2
+1
BNZIW icon
7460
Banzai International Warrant
BNZIW
$251K
$90 ﹤0.01%
3,646
ADME icon
7461
Aptus Behavioral Momentum ETF
ADME
$250M
$87 ﹤0.01%
1
SPUC icon
7462
Simplify US Equity PLUS Upside Convexity ETF
SPUC
$115M
$87 ﹤0.01%
1
STXD icon
7463
Strive 1000 Dividend Growth ETF
STXD
$51.2M
$87 ﹤0.01%
2
+1
VBND icon
7464
Vident US Bond Strategy ETF
VBND
$487M
$87 ﹤0.01%
+1
PY icon
7465
Principal Exchange-Traded Funds Principal Value ETF
PY
$117M
$86 ﹤0.01%
1
SNSE icon
7466
Sensei Biotherapeutics
SNSE
$10.8M
$86 ﹤0.01%
10
-451
FEDM icon
7467
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$71.1M
$85 ﹤0.01%
1
HL.PRB icon
7468
Hecla Mining Co Series B Preferred Stock
HL.PRB
$9.5M
$85 ﹤0.01%
1
PAMC icon
7469
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$57.5M
$85 ﹤0.01%
+1
DBND icon
7470
DoubleLine Opportunistic Bond ETF
DBND
$585M
$82 ﹤0.01%
1
EAOA icon
7471
iShares ESG Aware Aggressive Allocation ETF
EAOA
$32.9M
$82 ﹤0.01%
+2
FORL
7472
DELISTED
Four Leaf Acquisition Corp
FORL
$82 ﹤0.01%
7
+2
FLRT icon
7473
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$568M
$81 ﹤0.01%
+1
BPI
7474
Grayscale Bitcoin Premium Income ETF
BPI
$4.6M
$81 ﹤0.01%
+2
ITAN icon
7475
Sparkline Intangible Value ETF
ITAN
$63.4M
$80 ﹤0.01%
2
+1
297 298
299
300 301