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
PRZO icon
8026
ParaZero Technologies
PRZO
$25M
-3,404
PWOD
8027
DELISTED
Penns Woods Bancorp
PWOD
-43,721
AURE
8028
Prestige Wealth
AURE
$182M
-530
PYN
8029
DELISTED
PIMCO New York Municipal Income Fund III
PYN
-15,139
PZC
8030
DELISTED
PIMCO California Municipal Income Fund III
PZC
-203,656
QCON
8031
DELISTED
American Century Quality Convertible Securities ETF
QCON
-242
QDIV icon
8032
Global X S&P 500 Quality Dividend ETF
QDIV
$30.5M
-1
QNRX
8033
Quoin Pharmaceuticals
QNRX
$18.7M
-206
QPFF
8034
DELISTED
American Century Quality Preferred ETF
QPFF
-1
RATE
8035
DELISTED
Global X Interest Rate Hedge ETF
RATE
-1
RAYS
8036
DELISTED
Global X Solar ETF
RAYS
-1
RDFN
8037
DELISTED
Redfin
RDFN
-5,280,057
RDUS
8038
DELISTED
Radius Recycling
RDUS
-406,208
RELI icon
8039
Reliance Global Group
RELI
$6.41M
-230
RINC
8040
DELISTED
AXS Real Estate Income ETF
RINC
-9,671
RORO
8041
DELISTED
ATAC US Rotation ETF
RORO
-1
RSPE icon
8042
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$32.2M
-1
RSSB icon
8043
Return Stacked Global Stocks & Bonds ETF
RSSB
$404M
-54
RXL icon
8044
ProShares Ultra Health Care
RXL
$87.4M
-123
RYLG icon
8045
Global X Russell 2000 Covered Call & Growth ETF
RYLG
$7.94M
-2
SAGE
8046
DELISTED
Sage Therapeutics
SAGE
-529,376
SANW
8047
DELISTED
S&W Seed Co
SANW
-18
SATX
8048
DELISTED
SatixFy Communications
SATX
-9
SDA icon
8049
SunCar Technology Group
SDA
$207M
-305
SGBX icon
8050
Safe & Green Holdings
SGBX
$18.1M
-22