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
MLECW icon
8176
Moolec Science SA Warrant
MLECW
$118K
– –
-414
MNOV icon
8177
MediciNova
MNOV
$73.6M
– –
-100
MNYWW
8178
MoneyHero Ltd Warrants
MNYWW
$1.19M
– –
-80
MOB
8179
Mobilicom
MOB
$64.1M
– –
-47,000
MPRO icon
8180
Monarch ProCap Index ETF
MPRO
$219M
– –
-1
MSMR icon
8181
McElhenny Sheffield Managed Risk ETF
MSMR
$150M
– –
-1
MTEK icon
8182
Maris-Tech
MTEK
$10.9M
– –
-50
NOVA
8183
DELISTED
Sunnova Energy
NOVA
– –
-3,565,428
NTSE icon
8184
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$35.2M
– –
-1
NWLG icon
8185
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
$11.7M
– –
-818
OPTN
8186
DELISTED
OptiNose
OPTN
– –
-4,770
PAPL
8187
Pineapple Financial
PAPL
$3.77M
– –
-539
PDBA icon
8188
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$61.9M
– –
-1
PEXL icon
8189
Pacer US Export Leaders ETF
PEXL
$33.5M
– –
-1
PHX
8190
DELISTED
PHX Minerals
PHX
– –
-93,916
PINK icon
8191
Simplify Health Care ETF
PINK
$296M
– –
-2
PLYA
8192
DELISTED
Playa Hotels & Resorts
PLYA
– –
-442,960
PPTY icon
8193
US Diversified Real Estate ETF
PPTY
$29.1M
– –
-72,019
PRTC
8194
PureTech Health
PRTC
$386M
– –
-100
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