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
APM icon
8076
Aptorum Group
APM
$10.3M
-21,156
APVO icon
8077
Aptevo Therapeutics
APVO
$20.1M
0
AQWA icon
8078
Global X Clean Water ETF
AQWA
$25M
-1
ASNS icon
8079
Actelis Networks
ASNS
$4.84M
-40
ATGL
8080
Alpha Technology Group
ATGL
$365M
-4
AVMV icon
8081
Avantis US Mid Cap Value ETF
AVMV
$305M
-561
AXDX
8082
DELISTED
Accelerate Diagnostics
AXDX
-956
AZUL
8083
DELISTED
Azul
AZUL
-2,073,740
BAOS icon
8084
Baosheng Media Group
BAOS
$4.8M
-1,327
BBSC icon
8085
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$589M
-1
SLMT
8086
Brera Holdings
SLMT
$5.29M
-256
BRID icon
8087
Bridgford Foods
BRID
$68.8M
-100
BROG
8088
DELISTED
Brooge Energy
BROG
-80,000
BSBK icon
8089
Bogota Financial
BSBK
$111M
-131
BSMC icon
8090
Brandes US Small-Mid Cap Value ETF
BSMC
$130M
-361
BTCT icon
8091
BTC Digital
BTCT
$16.7M
-630
BUJA
8092
DELISTED
Bukit Jalil Global Acquisition 1
BUJA
-7
BURU icon
8093
Nuburu Inc
BURU
$88.7M
-389
BUYZ icon
8094
Franklin Disruptive Commerce ETF
BUYZ
$7.71M
-1
CKPT
8095
DELISTED
Checkpoint Therapeutics
CKPT
-48,931
CLEU
8096
DELISTED
China Liberal Education Holdings
CLEU
-52
CNCR
8097
DELISTED
ETF Series Solutions Trust Range Cancer Therapeutics ETF
CNCR
-1,448
COPJ icon
8098
Sprott Junior Copper Miners ETF
COPJ
$34.4M
-496
CPII icon
8099
Ionic Inflation Protection ETF
CPII
$10.4M
-1
CVSE
8100
DELISTED
Calvert US Select Equity ETF
CVSE
-166,602