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
SOBR icon
7701
SOBR Safe
SOBR
$2.17M
$32 ﹤0.01%
11
-30
STXV icon
7702
Strive 1000 Value ETF
STXV
$69.4M
$32 ﹤0.01%
1
TMFX icon
7703
Motley Fool Next Index ETF
TMFX
$32.9M
$32 ﹤0.01%
1
BLKC icon
7704
Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
BLKC
$6.29M
$31 ﹤0.01%
1
-1
BYRE icon
7705
Principal Real Estate Active Opportunities ETF
BYRE
$20.5M
$31 ﹤0.01%
1
ERET icon
7706
iShares Environmentally Aware Real Estate ETF
ERET
$9.88M
$31 ﹤0.01%
1
FLOW icon
7707
Global X US Cash Flow Kings 100 ETF
FLOW
$24.4M
$31 ﹤0.01%
1
KOCT icon
7708
Innovator US Small Cap Power Buffer ETF October
KOCT
$128M
$31 ﹤0.01%
1
MBND icon
7709
State Street Nuveen Municipal Bond ETF
MBND
$27.4M
$31 ﹤0.01%
1
PBTP icon
7710
Invesco 0-5 Yr US TIPS ETF
PBTP
$72.9M
$31 ﹤0.01%
+1
PQDI icon
7711
Principal Spectrum Preferred and Income ETF
PQDI
$64.5M
$31 ﹤0.01%
1
RDFI icon
7712
Rareview Dynamic Fixed Income ETF
RDFI
$59.1M
$31 ﹤0.01%
1
SMCY
7713
YieldMax SMCI Option Income Strategy ETF
SMCY
$185M
$31 ﹤0.01%
1
-629
MMCA icon
7714
IQ MacKay California Municipal Intermediate ETF
MMCA
$63.5M
$30 ﹤0.01%
+1
QRMI icon
7715
Global X NASDAQ 100 Risk Managed Income ETF
QRMI
$16.4M
$30 ﹤0.01%
1
-1
ROAM icon
7716
Hartford Multifactor Emerging Markets ETF
ROAM
$60.7M
$30 ﹤0.01%
1
SHPP icon
7717
Pacer Industrials and Logistics ETF
SHPP
$7.43M
$30 ﹤0.01%
+1
HIGH icon
7718
Simplify Enhanced Income ETF
HIGH
$157M
$30 ﹤0.01%
1
LBAY icon
7719
Leatherback Long/Short Alternative Yield ETF
LBAY
$23.8M
$30 ﹤0.01%
1
BIAF icon
7720
bioAffinity Technologies
BIAF
$6.43M
$29 ﹤0.01%
3
-7
DLPN icon
7721
Dolphin Entertainment
DLPN
$19.6M
$29 ﹤0.01%
25
HARD icon
7722
Simplify Commodities Strategy No K-1 ETF
HARD
$53.5M
$29 ﹤0.01%
1
HGER icon
7723
Harbor Commodity All-Weather Strategy ETF
HGER
$1.34B
$29 ﹤0.01%
1
-1,376
MKAM icon
7724
MKAM ETF
MKAM
$9.85M
$29 ﹤0.01%
1
SDEM icon
7725
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$40.6M
$29 ﹤0.01%
+1
307 308
309
310 311