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
FOVL
8201
DELISTED
iShares Focused Value Factor ETF
FOVL
-358
GB
8202
DELISTED
Global Blue Group Holding
GB
-108,938
GBR icon
8203
New Concept Energy
GBR
$4.21M
-8
GBUY
8204
DELISTED
Goldman Sachs Future Consumer Equity ETF
GBUY
-184
GFEB icon
8205
FT Vest US Equity Moderate Buffer ETF February
GFEB
$300M
-2,673
GMS
8206
DELISTED
GMS Inc
GMS
-597,945
GOGL
8207
DELISTED
Golden Ocean Group
GOGL
-596,997
HES
8208
DELISTED
Hess
HES
-3,402,177
HLVX
8209
DELISTED
HilleVax
HLVX
-174,906
HNNA icon
8210
Hennessy Advisors
HNNA
$78.7M
-1
HNW
8211
DELISTED
Pioneer Diversified High Income Fund
HNW
-9,003
HOOK
8212
DELISTED
HOOKIPA Pharma
HOOK
-19,247
HTCR icon
8213
HeartCore Enterprises
HTCR
$11.5M
-460
HTUS icon
8214
Hull Tactical US ETF
HTUS
$138M
-227
IBBQ icon
8215
Invesco NASDAQ Biotechnology ETF
IBBQ
$52.4M
-1
ICAD
8216
DELISTED
iCAD Inc
ICAD
-50,100
IDAT
8217
DELISTED
iShares Future Cloud 5G and Tech ETF
IDAT
-1
IG icon
8218
Principal Investment Grade Corporate Active ETF
IG
$147M
-391
IGMS
8219
DELISTED
IGM Biosciences
IGMS
-20,100
IHYF icon
8220
Invesco High Yield Bond Factor ETF
IHYF
$134M
-1
INDF
8221
DELISTED
Nifty India Financials ETF
INDF
-1
INDL icon
8222
Direxion Daily MSCI India Bull 2X Shares
INDL
$69.3M
-61
INZY
8223
DELISTED
Inozyme Pharma
INZY
-124,736
IPPP
8224
DELISTED
Preferred-Plus ETF
IPPP
-1
ITOS
8225
DELISTED
iTeos Therapeutics
ITOS
-429,340