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
BHST
7476
BioHarvest Sciences
BHST
$120M
$104 ﹤0.01%
11
-50
BOWN
7477
DELISTED
Bowen Acquisition Corp
BOWN
$102 ﹤0.01%
12
HIDV icon
7478
AB US High Dividend ETF
HIDV
$129M
$102 ﹤0.01%
+1
EGHA
7479
EGH Acquisition Corp
EGHA
$100 ﹤0.01%
+10
BBSB icon
7480
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF
BBSB
$32M
$99 ﹤0.01%
1
BIB icon
7481
ProShares Ultra NASDAQ Biotechnology
BIB
$85.1M
$99 ﹤0.01%
1
-87
DUSL icon
7482
Direxion Daily Industrials Bull 3X Shares
DUSL
$34.8M
$97 ﹤0.01%
1
-29
EET icon
7483
ProShares Ultra MSCI Emerging Markets
EET
$29.5M
$97 ﹤0.01%
1
-10
FEMY icon
7484
Femasys
FEMY
$50.1M
$97 ﹤0.01%
275
FSEC icon
7485
Fidelity Investment Grade Securitized ETF
FSEC
$4.29B
$97 ﹤0.01%
2
-1,748
SPXN icon
7486
ProShares S&P 500 ex-Financials ETF
SPXN
$68.6M
$97 ﹤0.01%
1
-9
SPXV icon
7487
ProShares S&P 500 ex-Health Care ETF
SPXV
$35M
$97 ﹤0.01%
1
-1
DIVD icon
7488
Altrius Global Dividend ETF
DIVD
$13.2M
$96 ﹤0.01%
2
SHPH icon
7489
Shuttle Pharmaceuticals
SHPH
$2.87M
$96 ﹤0.01%
+27
HL.PRB icon
7490
Hecla Mining Co Series B Preferred Stock
HL.PRB
$10.9M
$95 ﹤0.01%
1
RNEM icon
7491
First Trust Emerging Markets Equity Select ETF
RNEM
$16.5M
$95 ﹤0.01%
1
-1
SNSE icon
7492
Sensei Biotherapeutics
SNSE
$10.8M
$95 ﹤0.01%
10
MBCC icon
7493
Monarch Blue Chips Core Index ETF
MBCC
$137M
$94 ﹤0.01%
+2
MIDU icon
7494
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$74.3M
$94 ﹤0.01%
1
-85
OSCV icon
7495
Opus Small Cap Value ETF
OSCV
$658M
$94 ﹤0.01%
2
+1
XAIR icon
7496
Beyond Air
XAIR
$8.49M
$92 ﹤0.01%
40
-246
AMBO
7497
Ambow Education Holding
AMBO
$10.7M
$91 ﹤0.01%
25
CLIX icon
7498
ProShares Long Online/Short Stores ETF
CLIX
$7.56M
$91 ﹤0.01%
1
-3
TAP.A icon
7499
Molson Coors Class A
TAP.A
$91 ﹤0.01%
1
URTY icon
7500
ProShares UltraPro Russell2000
URTY
$391M
$90 ﹤0.01%
1
-1,043