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
AESR icon
8126
Anfield US Equity Sector Rotation ETF
AESR
$149M
-619
AGIH
8127
DELISTED
iShares Inflation Hedged US Aggregate Bond ETF
AGIH
-1
AGS
8128
DELISTED
PlayAGS
AGS
-439,773
AIYY icon
8129
YieldMax AI Option Income Strategy ETF
AIYY
$65.1M
-1
AKYA
8130
DELISTED
Akoya BioSciences
AKYA
-83,019
AMDY icon
8131
YieldMax AMD Option Income Strategy ETF
AMDY
$181M
-2,175
AMED
8132
DELISTED
Amedisys
AMED
-188,387
ANSS
8133
DELISTED
Ansys
ANSS
-1,045,871
AREB icon
8134
American Rebel
AREB
$6.44M
-1,322
AZEK
8135
DELISTED
The AZEK Co
AZEK
-4,073,804
BASE
8136
DELISTED
Couchbase
BASE
-541,253
BAUG icon
8137
Innovator US Equity Buffer ETF August
BAUG
$217M
-1,750
BCLI
8138
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
-5,803
BFRG icon
8139
Bullfrog AI
BFRG
$11.5M
-6,476
BHAT icon
8140
Blue Hat Interactive Entertainment Technology
BHAT
$49.1M
-11,876
BIS icon
8141
ProShares UltraShort NASDAQ Biotechnology
BIS
$2.46M
-2
BNDD icon
8142
Quadratic Deflation ETF
BNDD
$10M
0
BNZIW icon
8143
Banzai International Warrant
BNZIW
$250K
-3,646
BPMC
8144
DELISTED
Blueprint Medicines
BPMC
-1,031,170
BPT
8145
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
-28,637
BRDG
8146
DELISTED
Bridge Investment Group
BRDG
-390,272
BRFS
8147
DELISTED
BRF SA
BRFS
-1,828,288
BRKL
8148
DELISTED
Brookline Bancorp
BRKL
-1,166,462
BRLN icon
8149
BlackRock Floating Rate Loan ETF
BRLN
$59.4M
-1
BRTX icon
8150
BioRestorative Therapies
BRTX
$9.68M
-35,000