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
SMI
8001
DELISTED
VanEck HIP Sustainable Muni ETF
SMI
-1
SPDG icon
8002
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
$11.8M
-1
SPPL icon
8003
SIMPPLE Ltd
SPPL
$18.3M
-1,301
SUP
8004
DELISTED
Superior Industries International
SUP
-3,478
SVT
8005
DELISTED
Servotronics
SVT
-1,780
TGRT icon
8006
T. Rowe Price Growth ETF
TGRT
$912M
-648
TRFM icon
8007
AAM Transformers ETF
TRFM
$111M
-1,200
TRIB
8008
Trinity Biotech
TRIB
$13.7M
-2,160
TRTY icon
8009
Cambria Trinity ETF
TRTY
$123M
-1
TSL icon
8010
GraniteShares 1.25x Long TSLA Daily ETF
TSL
$32.8M
-53
TSVT
8011
DELISTED
2seventy bio
TSVT
-2,967,078
EMPD
8012
Empery Digital
EMPD
$163M
-1
VRAI icon
8013
Virtus Real Asset Income ETF
VRAI
$15.4M
-41
VSTE
8014
DELISTED
Vast Renewables
VSTE
-96,547
ZJYL icon
8015
Jin Medical International
ZJYL
$38.8M
-929
ZVSA
8016
DELISTED
ZyVersa Therapeutics
ZVSA
-1
HAO icon
8017
Haoxi Health Technology Ltd
HAO
$21.1M
-77
PBM icon
8018
Psyence Biomedical
PBM
$5.11M
-9
SHRY icon
8019
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
$17.2M
-150
PDYNW icon
8020
Palladyne AI Corp Warrants
PDYNW
$1.89M
-3,000
VRN
8021
DELISTED
Veren
VRN
-13,840,312
WCMI
8022
First Trust WCM International Equity ETF
WCMI
$835M
-1,913
SEIE
8023
SEI Select International Equity ETF
SEIE
$885M
-87
AMOD
8024
Alpha Modus Holdings
AMOD
$27.3M
-19
ANNA
8025
AleAnna Inc
ANNA
$97.6M
-1,088