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
SHFS icon
7951
SHF Holdings
SHFS
$4.16M
-9
SHYL icon
7952
Xtrackers Short Duration High Yield Bond ETF
SHYL
$244M
-441
SIJ icon
7953
ProShares UltraShort Industrials
SIJ
$1.29M
-2
SIXH icon
7954
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$493M
-1
SKYU icon
7955
ProShares Ultra Nasdaq Cloud Computing ETF
SKYU
$1.99M
-1
SLRN
7956
DELISTED
ACELYRIN
SLRN
-275,815
SMDD icon
7957
ProShares UltraPro Short MidCap400
SMDD
$2.31M
-34
SMI
7958
DELISTED
VanEck HIP Sustainable Muni ETF
SMI
-1
SMX icon
7959
SMX (Security Matters) Plc
SMX
$6.21M
-5
SOLR icon
7960
SmartETFs Sustainable Energy II ETF
SOLR
$3.07M
-1
SOUNW icon
7961
SoundHound AI Warrant
SOUNW
$2.05B
-1,000
SOVF icon
7962
Sovereign's Capital Flourish Fund
SOVF
$107M
-61
SPBC icon
7963
Simplify US Equity PLUS GBTC ETF
SPBC
$56.5M
-1
SPDG icon
7964
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
$10.5M
-1
SPPL icon
7965
SIMPPLE Ltd
SPPL
$18.8M
-1,301
STSS icon
7966
Sharps Technology
STSS
$89.2M
0
SUP
7967
DELISTED
Superior Industries International
SUP
-3,478
SVT
7968
DELISTED
Servotronics
SVT
-1,780
TGRT icon
7969
T. Rowe Price Growth ETF
TGRT
$901M
-648
TRFM icon
7970
AAM Transformers ETF
TRFM
$103M
-1,200
TRIB
7971
Trinity Biotech
TRIB
$16.6M
-2,160
TRTY icon
7972
Cambria Trinity ETF
TRTY
$119M
-1
TSL icon
7973
GraniteShares 1.25x Long TSLA Daily ETF
TSL
$20.1M
-53
TSVT
7974
DELISTED
2seventy bio
TSVT
-2,967,078
EMPD
7975
Empery Digital
EMPD
$175M
-1