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
BULLZ
7751
DELISTED
Webull Corporation Incentive Warrant
BULLZ
$26 ﹤0.01%
+14
APMU icon
7752
ActivePassive Intermediate Municipal Bond ETF
APMU
$200M
$25 ﹤0.01%
1
BAFN icon
7753
BayFirst Financial Corp
BAFN
$32.9M
$25 ﹤0.01%
1
GBLD icon
7754
Invesco MSCI Green Building ETF
GBLD
$5.5M
$25 ﹤0.01%
1
JAGX icon
7755
Jaguar Health
JAGX
$4.63M
$25 ﹤0.01%
10
RORO
7756
DELISTED
ATAC US Rotation ETF
RORO
$25 ﹤0.01%
1
RTAI icon
7757
Rareview Tax Advantaged Income ETF
RTAI
$17.9M
$25 ﹤0.01%
1
XRMI icon
7758
Global X S&P 500 Risk Managed Income ETF
XRMI
$43.5M
$25 ﹤0.01%
1
-1
YMAG icon
7759
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$444M
$25 ﹤0.01%
1
-330
WCT
7760
Wellchange Holdings
WCT
$36M
$25 ﹤0.01%
136
+126
ACCS
7761
ACCESS Newswire
ACCS
$31.8M
$25 ﹤0.01%
2
CISO
7762
CISO Global
CISO
$23.2M
$24 ﹤0.01%
21
FCSH icon
7763
Federated Hermes Short Duration Corporate ETF
FCSH
$63.8M
$24 ﹤0.01%
1
HYRM icon
7764
Xtrackers Risk Managed USD High Yield Strategy ETF
HYRM
$48.2M
$24 ﹤0.01%
1
IBBQ icon
7765
Invesco NASDAQ Biotechnology ETF
IBBQ
$52.6M
$24 ﹤0.01%
1
-3,062
IPOS icon
7766
Renaissance International IPO ETF
IPOS
$4.8M
$24 ﹤0.01%
+1
TLF icon
7767
Tandy Leather Factory
TLF
$22.1M
$24 ﹤0.01%
+7
ADIV icon
7768
SmartETFs Asia Pacific Dividend Builder ETF
ADIV
$26M
$23 ﹤0.01%
1
-739
BULD icon
7769
Pacer BlueStar Engineering the Future ETF
BULD
$1.54M
$23 ﹤0.01%
1
CCRV
7770
DELISTED
iShares Commodity Curve Carry Strategy ETF
CCRV
$23 ﹤0.01%
1
FRTY icon
7771
Alger Mid Cap 40 ETF
FRTY
$122M
$23 ﹤0.01%
1
HIDE icon
7772
Alpha Architect High Inflation and Deflation ETF
HIDE
$67M
$23 ﹤0.01%
+1
HYIN icon
7773
WisdomTree Private Credit and Alternative Income Fund
HYIN
$55.9M
$23 ﹤0.01%
1
LRFC
7774
DELISTED
Logan Ridge Finance Corp
LRFC
$23 ﹤0.01%
1
MFLX icon
7775
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$17.9M
$23 ﹤0.01%
1
309 310
311
312 313