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
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1 +$2.52B
2 +$2.47B
3 +$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1 +$3.15B
2 +$3.05B
3 +$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SWVLW icon
7951
Swvl Holdings Corp Warrant
SWVLW
$167K
$1 ﹤0.01%
45
TOMZ icon
7952
TOMI Environmental Solutions
TOMZ
$16.1M
$1 ﹤0.01%
1
-600
SUNE
7953
SUNation Energy
SUNE
$3.58M
$1 ﹤0.01%
1
AEVAW
7954
Aeva Technologies Warrants
AEVAW
$11.1M
$1 ﹤0.01%
2
CAPS
7955
Capstone Holding Corp
CAPS
$5.56M
$1 ﹤0.01%
1
KWM
7956
K Wave Media Ltd
KWM
$28.9M
-3,738
VBIX
7957
Viewbix Inc
VBIX
$18.7M
-17
BFRG icon
7958
Bullfrog AI
BFRG
$9.19M
-6,476
IVEG
7959
DELISTED
iShares Emergent Food and AgTech Multisector ETF
IVEG
-1
JNPR
7960
DELISTED
Juniper Networks
JNPR
-4,183,164
RORO
7961
DELISTED
ATAC US Rotation ETF
RORO
-1
RSPE icon
7962
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$38.5M
-1
BPMC
7963
DELISTED
Blueprint Medicines
BPMC
-1,031,170
ELEV
7964
DELISTED
Elevation Oncology
ELEV
-16,608
FDWM
7965
DELISTED
Fidelity Women's Leadership ETF
FDWM
-1
FL
7966
DELISTED
Foot Locker
FL
-1,496,469
FLHK
7967
DELISTED
Franklin FTSE Hong Kong ETF
FLHK
-1
FLQS icon
7968
Franklin US Small Cap Multifactor Index ETF
FLQS
$71.4M
-1
FMST
7969
Foremost Lithium Resource & Technology
FMST
$31.8M
-2,500
FOCT icon
7970
FT Vest US Equity Buffer ETF October
FOCT
$1.14B
-113
FOVL
7971
DELISTED
iShares Focused Value Factor ETF
FOVL
-358
GB
7972
DELISTED
Global Blue Group Holding
GB
-108,938
GBR icon
7973
New Concept Energy
GBR
$4.16M
-8
GBUY
7974
DELISTED
Goldman Sachs Future Consumer Equity ETF
GBUY
-184
GFEB icon
7975
FT Vest US Equity Moderate Buffer ETF February
GFEB
$302M
-2,673