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
GMS
7976
DELISTED
GMS Inc
GMS
-597,945
MAV
7977
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
-237,777
MFDX icon
7978
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$418M
-1
MHI
7979
DELISTED
Pioneer Municipal High Income Fund
MHI
-476,368
MIDE icon
7980
Xtrackers S&P MidCap 400 ESG ETF
MIDE
$3.78M
-1
MIO
7981
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
-586,927
MMCA icon
7982
IQ MacKay California Municipal Intermediate ETF
MMCA
$70.2M
-1
MODV
7983
DELISTED
ModivCare
MODV
-90,140
MOTE
7984
DELISTED
VanEck Morningstar ESG Moat ETF
MOTE
-1
BINI
7985
DELISTED
Bollinger Innovations
BINI
-1
NAAS
7986
NaaS Technology Inc
NAAS
$31.5M
-1
NDIV icon
7987
Amplify Natural Resources Dividend Income ETF
NDIV
$16.8M
-2
NEE.PRR
7988
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
-679,878
NFLY icon
7989
YieldMax NFLX Option Income Strategy ETF
NFLY
$84.9M
-200
NISN icon
7990
NiSun International Enterprise Development Group
NISN
$5.61M
-411
NCEL
7991
NewcelX Ltd
NCEL
$9.98M
-251
NUWE icon
7992
Nuwellis
NUWE
$1.81M
-126
NVD icon
7993
GraniteShares 2x Short NVDA Daily ETF
NVD
$35.1M
-125
NVDX icon
7994
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$577M
-28,347
NVEE
7995
DELISTED
NV5 Global
NVEE
-501,309
NXL icon
7996
Nexalin Technology
NXL
$13.3M
-500
OLO
7997
DELISTED
Olo Inc
OLO
-994,630
ONCO icon
7998
Onconetix
ONCO
$2.67M
-5,800
OOTO
7999
DELISTED
Direxion Daily Travel & Vacation Bull 2X Shares
OOTO
-19
OPOF
8000
DELISTED
Old Point Financial
OPOF
-18,518