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
ICAP icon
7551
InfraCap Equity Income Fund ETF
ICAP
$72.4M
$54 ﹤0.01%
+2
SIXA icon
7552
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$403M
$54 ﹤0.01%
+1
GNLN icon
7553
Greenlane Holdings
GNLN
$5.08M
$53 ﹤0.01%
10
KNGZ icon
7554
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$52.5M
$53 ﹤0.01%
1
NDVG icon
7555
Nuveen Dividend Growth ETF
NDVG
$13.1M
$53 ﹤0.01%
+1
INEQ
7556
Columbia International Equity Income ETF
INEQ
$46.2M
$53 ﹤0.01%
1
ARTL icon
7557
Artelo Biosciences
ARTL
$3.49M
$53 ﹤0.01%
4
+1
CELZ icon
7558
Creative Medical Technology
CELZ
$7.07M
$53 ﹤0.01%
20
AHYB icon
7559
American Century Select High Yield ETF
AHYB
$51.5M
$52 ﹤0.01%
1
ATFV icon
7560
Alger 35 ETF
ATFV
$102M
$52 ﹤0.01%
1
DVLU icon
7561
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$34.5M
$52 ﹤0.01%
1
EMMF icon
7562
WisdomTree Emerging Markets Multifactor Fund
EMMF
$137M
$52 ﹤0.01%
1
FMAG icon
7563
Fidelity Magellan ETF
FMAG
$266M
$52 ﹤0.01%
1
MCH icon
7564
Matthews China Active ETF
MCH
$22.9M
$52 ﹤0.01%
2
QQJG icon
7565
Invesco ESG NASDAQ Next Gen 100 ETF
QQJG
$6.79M
$52 ﹤0.01%
2
+1
YBTC icon
7566
Roundhill Bitcoin Covered Call Strategy ETF
YBTC
$240M
$52 ﹤0.01%
+1
AFSM icon
7567
First Trust Active Factor Small Cap ETF
AFSM
$47.5M
$51 ﹤0.01%
+1
BUL icon
7568
Pacer US Cash Cows Growth ETF
BUL
$101M
$51 ﹤0.01%
1
GV icon
7569
Visionary Holdings
GV
$5.48M
$51 ﹤0.01%
32
-70
LOPP icon
7570
Gabelli Love Our Planet & People ETF
LOPP
$13.1M
$51 ﹤0.01%
1
MIDE icon
7571
Xtrackers S&P MidCap 400 ESG ETF
MIDE
$3.6M
$51 ﹤0.01%
1
PULT icon
7572
Putnam ESG Ultra Short ETF
PULT
$203M
$51 ﹤0.01%
1
RYLG icon
7573
Global X Russell 2000 Covered Call & Growth ETF
RYLG
$7.94M
$51 ﹤0.01%
2
+1
FSCS
7574
First Trust SMID Capital Strength ETF
FSCS
$50M
$51 ﹤0.01%
1
-351
AVTX icon
7575
Avalo Therapeutics
AVTX
$344M
$50 ﹤0.01%
10
-350
301 302
303
304 305