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
PMF
8051
DELISTED
PIMCO Municipal Income Fund
PMF
-185,098
AURE
8052
Aurelion Inc
AURE
$95.9M
-530
PYN
8053
DELISTED
PIMCO New York Municipal Income Fund III
PYN
-15,139
PZC
8054
DELISTED
PIMCO California Municipal Income Fund III
PZC
-203,656
QCON
8055
DELISTED
American Century Quality Convertible Securities ETF
QCON
-242
QDIV icon
8056
Global X S&P 500 Quality Dividend ETF
QDIV
$31.5M
-1
QNRX
8057
Quoin Pharmaceuticals
QNRX
$10.2M
-206
QPFF
8058
DELISTED
American Century Quality Preferred ETF
QPFF
-1
RATE
8059
DELISTED
Global X Interest Rate Hedge ETF
RATE
-1
RAYS
8060
DELISTED
Global X Solar ETF
RAYS
-1
RDFN
8061
DELISTED
Redfin
RDFN
-5,280,057
RDUS
8062
DELISTED
Radius Recycling
RDUS
-406,208
RELI icon
8063
Reliance Global Group
RELI
$5.26M
-230
RINC
8064
DELISTED
AXS Real Estate Income ETF
RINC
-9,671
RSSB icon
8065
Return Stacked Global Stocks & Bonds ETF
RSSB
$422M
-54
RXL icon
8066
ProShares Ultra Health Care
RXL
$90.7M
-123
RYLG icon
8067
Global X Russell 2000 Covered Call & Growth ETF
RYLG
$8.29M
-2
SAGE
8068
DELISTED
Sage Therapeutics
SAGE
-529,376
SANW
8069
DELISTED
S&W Seed Co
SANW
-18
SATX
8070
DELISTED
SatixFy Communications
SATX
-9
STRR
8071
DELISTED
Star Equity Holdings
STRR
-2,000
SWTX
8072
DELISTED
SpringWorks Therapeutics
SWTX
-1,247,783
SZZLU
8073
Sizzle Acquisition Corp II Unit
SZZLU
-100
TAGG icon
8074
T. Rowe Price QM US Bond ETF
TAGG
$1.54B
-586
TARK icon
8075
Tradr 2X Long Innovation ETF
TARK
$29M
-1