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
GSIG icon
7926
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.53M
-1
GSPY icon
7927
Gotham Enhanced 500 ETF
GSPY
$653M
-690
HART
7928
DELISTED
IQ Healthy Hearts ETF
HART
-1
HEPA
7929
DELISTED
Hepion Pharmaceuticals
HEPA
-30
HOFV
7930
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
-821
KLIP icon
7931
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$125M
-123
KPRX icon
7932
Kiora Pharmaceuticals
KPRX
$7.91M
-700
LSEA
7933
DELISTED
Landsea Homes
LSEA
-202,381
SEGG
7934
Lottery.com
SEGG
$2.67M
-11
LUCY icon
7935
Innovative Eyewear
LUCY
$8.35M
-180
MBCC icon
7936
Monarch Blue Chips Core Index ETF
MBCC
$143M
-1
MHUA
7937
DELISTED
Meihua International Medical Technologies
MHUA
-28
MLECW icon
7938
Moolec Science SA Warrant
MLECW
$53.3K
-414
WFCF icon
7939
Where Food Comes From
WFCF
$58.4M
-38
WINC
7940
DELISTED
Western Asset Short Duration Income ETF
WINC
-1
WINT
7941
DELISTED
Windtree Therapeutics
WINT
-15,000
WW
7942
DELISTED
WW International
WW
-2,562,401
NTRP icon
7943
NextTrip
NTRP
$46.5M
-5
KOOL
7944
North Shore Equity Rotation ETF
KOOL
$53.5M
-10,649
LOGC
7945
DELISTED
ContextLogic
LOGC
-144,098
QBER
7946
TrueShares Quarterly Bear Hedge ETF
QBER
$171M
-10
CGBS
7947
DELISTED
Crown LNG Holdings Limited Ordinary Shares
CGBS
-177,933
CNTM
7948
DELISTED
ConnectM Technology Solutions, Inc. Common Stock
CNTM
-4,000
ZDAI
7949
DirectBooking Technology Co
ZDAI
$6.45M
-30,000
HPAI
7950
Helport AI
HPAI
$138M
-205