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
CTHR
7901
DELISTED
Charles & Colvard Ltd
CTHR
-300
AWH
7902
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
-1,694
VCSA
7903
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
-22,419
EFSH
7904
DELISTED
1847 Holdings LLC
EFSH
-6,306
APTO
7905
DELISTED
Aptose Biosciences, Inc.
APTO
-101
ML
7906
DELISTED
MoneyLion Inc.
ML
-17,804
CHGX
7907
DELISTED
AXS Change Finance ESG ETF
CHGX
-6,016
ALLK
7908
DELISTED
Allakos
ALLK
-13,931
BDGS icon
7909
Bridges Capital Tactical ETF
BDGS
$40.4M
-225
BDRX
7910
Biodexa Pharmaceuticals
BDRX
$2.42M
-70
BFRI icon
7911
Biofrontera
BFRI
$9.2M
-160
BITC icon
7912
Bitwise Bitcoin Strategy Optimum Roll ETF
BITC
$17.3M
-1
BITO icon
7913
ProShares Bitcoin Strategy ETF
BITO
$2.2B
-1
BLIN icon
7914
Bridgeline Digital
BLIN
$11.7M
-200
BLUE
7915
DELISTED
bluebird bio
BLUE
-28,723
BNDI icon
7916
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$122M
-1
GGR icon
7917
Gogoro
GGR
$55.1M
-154
GGROW
7918
Gogoro Inc Warrant
GGROW
$402K
-1,432
GSFP
7919
DELISTED
Goldman Sachs Future Planet Equity ETF
GSFP
-2,174
GSIG icon
7920
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.57M
-1
GSPY icon
7921
Gotham Enhanced 500 ETF
GSPY
$644M
-690
LDTCW
7922
DELISTED
LeddarTech Holdings Inc. Warrants
LDTCW
-333
MYPSW icon
7923
PLAYSTUDIOS Inc Warrant
MYPSW
$2.36M
-999
QBTS.WS
7924
DELISTED
D-Wave Quantum Inc Warrants
QBTS.WS
-1,000
QH
7925
Quhuo
QH
$907K
0