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
IDMO icon
8151
Invesco S&P International Developed Momentum ETF
IDMO
$2.14B
-1
INDP icon
8152
Indaptus Therapeutics
INDP
$3.27M
-32
ISPOW icon
8153
Inspirato Inc Warrant
ISPOW
$94.9K
-1,489
ITDG icon
8154
iShares LifePath Target Date 2055 ETF
ITDG
$30.7M
-1
IVCA
8155
DELISTED
Investcorp India Acquisition Corp
IVCA
-3
IWTR
8156
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
-1
JOB icon
8157
GEE Group
JOB
$20.7M
-1,000
JWN
8158
DELISTED
Nordstrom
JWN
-907,940
KAVL icon
8159
Kaival Brands Innovations Group
KAVL
$5.56M
-1,315
KLIP icon
8160
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$121M
-123
KPLT icon
8161
Katapult Holdings
KPLT
$29.8M
-66
KPRX icon
8162
Kiora Pharmaceuticals
KPRX
$6.62M
-700
KRON
8163
DELISTED
Kronos Bio
KRON
-37,795
LCFY icon
8164
Locafy
LCFY
$5.99M
-17,700
LCLG icon
8165
Logan Capital Broad Innovative Growth ETF
LCLG
$92.5M
-3,097
LDEM icon
8166
iShares ESG MSCI EM Leaders ETF
LDEM
$32M
-286
LDTC
8167
DELISTED
LeddarTech
LDTC
-2,000
LGMK
8168
DELISTED
LogicMark
LGMK
-193
LKOR icon
8169
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$43.3M
-1
LSEA
8170
DELISTED
Landsea Homes
LSEA
-202,381
SEGG
8171
Lottery.com
SEGG
$6.75M
-11
LUCY icon
8172
Innovative Eyewear
LUCY
$8.35M
-180
MBBB icon
8173
VanEck Moody's Analytics BBB Corporate Bond ETF
MBBB
$8.76M
-1
MBCC icon
8174
Monarch Blue Chips Core Index ETF
MBCC
$132M
-1
MHUA icon
8175
Meihua International Medical Technologies
MHUA
$667M
-2,786