Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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 +$2.4B
2 +$2.37B
3 +$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1 +$2.63B
2 +$2.46B
3 +$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TARK icon
8076
Tradr 2X Long Innovation ETF
TARK
$20.9M
-1
TGI
8077
DELISTED
Triumph Group
TGI
-1,336,581
THRD
8078
DELISTED
Third Harmonic Bio
THRD
-272,473
THTX
8079
DELISTED
Theratechnologies
THTX
-858,614
TMCWW
8080
TMC The Metals Company Warrants
TMCWW
$13.5M
-10
TMDV icon
8081
ProShares Russell US Dividend Growers ETF
TMDV
$4.67M
-3
TOTR icon
8082
T. Rowe Price Total Return ETF
TOTR
$559M
-1
TURB
8083
Turbo Energy
TURB
$7.79M
-24,000
TURN
8084
DELISTED
180 Degree Capital
TURN
-19,495
UAUG icon
8085
Innovator US Equity Ultra Buffer ETF August
UAUG
$169M
-5,750
UBX
8086
DELISTED
Unity Biotechnology
UBX
-60,556
UCC icon
8087
ProShares Ultra Consumer Discretionary
UCC
$13.1M
-24
UDIV icon
8088
Franklin US Core Dividend Tilt Index ETF
UDIV
$122M
-1
UOCT icon
8089
Innovator US Equity Ultra Buffer ETF October
UOCT
$237M
-10,000
USAI icon
8090
Pacer American Energy Independence ETF
USAI
$94.4M
-2
USEP icon
8091
Innovator US Equity Ultra Buffer ETF September
USEP
$213M
-3,500
VERS icon
8092
ProShares Metaverse ETF
VERS
$4.96M
-6
VERV
8093
DELISTED
Verve Therapeutics
VERV
-507,127
VIDI icon
8094
Vident International Equity Strategy
VIDI
$439M
-9,073
VIGL
8095
DELISTED
Vigil Neuroscience
VIGL
-13,091
GGRP
8096
Glimpse Group
GGRP
$12.6M
-45,356
VSLU icon
8097
Applied Finance Valuation Large Cap ETF
VSLU
$423M
-10,834
VWID icon
8098
Virtus WMC International Dividend ETF
VWID
$13.6M
-1
VXRT
8099
DELISTED
Vaxart
VXRT
-181,047
WBA
8100
DELISTED
Walgreens Boots Alliance
WBA
-12,184,041