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
CXAIW icon
8101
CXApp Inc Warrant
CXAIW
$1.43M
-301
DADA
8102
DELISTED
Dada Nexus
DADA
-1,072,460
MYSE
8103
Myseum Inc
MYSE
$9.3M
-4,668
DESP
8104
DELISTED
Despegar.com
DESP
-2,707,596
DFND icon
8105
Siren DIVCON Dividend Defender ETF
DFND
$8.98M
-54
DFS
8106
DELISTED
Discover Financial Services
DFS
-4,602,174
DGLY icon
8107
Digital Ally
DGLY
$3.21M
0
DIVY icon
8108
Sound Equity Dividend Income ETF
DIVY
$29M
-1
DJUN icon
8109
FT Vest US Equity Deep Buffer ETF June
DJUN
$275M
-1,000
DMF
8110
DELISTED
BNY Mellon Municipal Income
DMF
-41,909
DRIO icon
8111
DarioHealth
DRIO
$82M
-259
DRTSW icon
8112
Alpha Tau Medical Warrant
DRTSW
$7.96M
-2,545
DVND icon
8113
Touchstone Dividend Select ETF
DVND
$37M
-1
DWAT
8114
DELISTED
Arrow Investments Trust Arrow DWA Tactical ETF
DWAT
-3
DWSN icon
8115
Dawson Geophysical
DWSN
$59M
-27
EAOK icon
8116
iShares ESG Aware Conservative Allocation ETF
EAOK
$8.28M
-1
EATZ icon
8117
AdvisorShares Restaurant ETF
EATZ
$3.15M
-1
ECX icon
8118
ECARX Holdings
ECX
$612M
-809,561
ECXWW
8119
ECARX Holdings Warrants
ECXWW
$1.49M
-1,055
ELQD
8120
DELISTED
iShares ESG Advanced Investment Grade Corporate Bond ETF
ELQD
-1
EMTL icon
8121
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$105M
-1
EQLS
8122
DELISTED
Simplify Market Neutral Equity Long/Short ETF
EQLS
-125
ESMV icon
8123
iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
$7.2M
-1
FBL icon
8124
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$485M
-7,400
FBY icon
8125
YieldMax META Option Income Strategy ETF
FBY
$154M
-1,200