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
PHX
7976
DELISTED
PHX Minerals
PHX
-93,916
PLYA
7977
DELISTED
Playa Hotels & Resorts
PLYA
-442,960
PPTY icon
7978
US Diversified Real Estate ETF
PPTY
$29.1M
-72,019
PRTC
7979
PureTech Health
PRTC
$425M
-100
PSHG icon
7980
Performance Shipping
PSHG
$25.4M
-5,000
PTN
7981
Palatin Technologies
PTN
$26.4M
-12,375
PTPI
7982
DELISTED
Petros Pharmaceuticals
PTPI
-28
PXS icon
7983
Pyxis Tankers
PXS
$30M
-2,300
QBTS.WS
7984
DELISTED
D-Wave Quantum Inc Warrants
QBTS.WS
-1,000
QH
7985
Quhuo
QH
$1.13M
0
QVML icon
7986
Invesco S&P 500 QVM Multi-factor ETF
QVML
$1.51B
-1
REE icon
7987
REE Automotive
REE
$22.9M
-27,293
REIT icon
7988
ALPS Active REIT ETF
REIT
$45.6M
-1
RENE
7989
DELISTED
Cartesian Growth Corp II
RENE
-19
RGLS
7990
DELISTED
Regulus Therapeutics
RGLS
-77,621
RGTIW icon
7991
Rigetti Computing Warrants
RGTIW
$311M
-2,100
RNAZ icon
7992
TransCode Therapeutics
RNAZ
$7.34M
-179
RNWWW
7993
ReNew Energy Global PLC Warrant
RNWWW
-306
SHFS icon
7994
SHF Holdings
SHFS
$3.39M
-9
SHYL icon
7995
Xtrackers Short Duration High Yield Bond ETF
SHYL
$248M
-441
SIJ icon
7996
ProShares UltraShort Industrials
SIJ
$1.12M
-2
SIXH icon
7997
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$505M
-1
SKYU icon
7998
ProShares Ultra Nasdaq Cloud Computing ETF
SKYU
$1.98M
-1
SLRN
7999
DELISTED
ACELYRIN
SLRN
-275,815
SMDD icon
8000
ProShares UltraPro Short MidCap400
SMDD
$2.05M
-34