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
WILC icon
8101
G. Willi-Food International
WILC
$341M
-363
WKSP icon
8102
Worksport
WKSP
$18.6M
-7
WLGS
8103
DELISTED
Wang & Lee Group
WLGS
-274
XB icon
8104
BondBloxx B-Rated USD High Yield Corporate Bond ETF
XB
$35.6M
-1
XC icon
8105
WisdomTree True Emerging Markets Fund
XC
$91.7M
-1
XCCC icon
8106
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$234M
-1
XHYH icon
8107
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$26.9M
-1
XIN
8108
DELISTED
Xinyuan Real Estate
XIN
-878
XPON icon
8109
Expion360
XPON
$10.5M
-209
YBTC icon
8110
Roundhill Bitcoin Covered Call Strategy ETF
YBTC
$239M
-1
YMAB
8111
DELISTED
Y-mAbs Therapeutics
YMAB
-292,567
AMIX
8112
Autonomix Medical
AMIX
$6.68M
-1,172
VTEI icon
8113
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.01B
-1
DFVE icon
8114
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$18.9M
-60,000
ULTY icon
8115
YieldMax Ultra Option Income Strategy ETF
ULTY
$1.46B
-1
XDTE icon
8116
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$369M
-1
JVSA
8117
DELISTED
JV SPAC Acquisition Corp
JVSA
-28
AMDL icon
8118
GraniteShares 2x Long AMD Daily ETF
AMDL
$488M
-82,345
BCG
8119
Binah Capital Group
BCG
$52.5M
-18,540
XYLO
8120
DELISTED
Xylo Technologies
XYLO
-2,010
ABLLW
8121
DELISTED
Abacus Life Warrant
ABLLW
-25,000
AC
8122
DELISTED
Associated Capital Group
AC
-1,141
ADFI icon
8123
Anfield Dynamic Fixed Income ETF
ADFI
$46.2M
-942
ADIV icon
8124
SmartETFs Asia Pacific Dividend Builder ETF
ADIV
$26M
-1
ADXN
8125
Addex Therapeutics
ADXN
$8.99M
-100