Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.44%
2 Financials 11.15%
3 Consumer Discretionary 8.06%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFIN icon
3151
Triumph Financial Inc
TFIN
$1.68B
$15.7M ﹤0.01%
250,672
-54,467
ORLA
3152
Orla Mining
ORLA
$4.31B
$15.7M ﹤0.01%
1,162,437
-29,990
NMCO icon
3153
Nuveen Municipal Credit Opportunities Fund
NMCO
$598M
$15.7M ﹤0.01%
1,530,318
-47,286
GHM icon
3154
Graham Corp
GHM
$1.11B
$15.6M ﹤0.01%
243,402
+30,618
VKQ icon
3155
Invesco Municipal Trust
VKQ
$541M
$15.6M ﹤0.01%
1,614,764
+354,100
RUM icon
3156
Rumble
RUM
$2.05B
$15.6M ﹤0.01%
2,463,625
+1,661,816
MBC icon
3157
MasterBrand
MBC
$1.16B
$15.5M ﹤0.01%
1,405,605
+24,285
GDYN icon
3158
Grid Dynamics Holdings
GDYN
$616M
$15.5M ﹤0.01%
1,716,986
-177,186
JPEM icon
3159
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$15.5M ﹤0.01%
254,970
+2,937
BGR icon
3160
BlackRock Energy and Resources Trust
BGR
$397M
$15.5M ﹤0.01%
1,143,311
+678
XHR
3161
Xenia Hotels & Resorts
XHR
$1.62B
$15.5M ﹤0.01%
1,093,445
+106,254
PRLB icon
3162
Protolabs
PRLB
$1.78B
$15.5M ﹤0.01%
305,612
-385
SGDM icon
3163
Sprott Gold Miners ETF
SGDM
$647M
$15.4M ﹤0.01%
221,718
-30,110
GCC icon
3164
WisdomTree Enhanced Commodity Strategy Fund
GCC
$284M
$15.4M ﹤0.01%
728,160
+139,805
TIGR
3165
UP Fintech Holding
TIGR
$894M
$15.4M ﹤0.01%
1,608,446
-415,182
APEI icon
3166
American Public Education
APEI
$935M
$15.3M ﹤0.01%
406,025
-87,703
AUGO
3167
Aura Minerals Inc
AUGO
$6.36B
$15.3M ﹤0.01%
303,837
+249,812
BSOL
3168
Bitwise Solana Staking ETF
BSOL
$601M
$15.3M ﹤0.01%
+932,922
MRTN icon
3169
Marten Transport
MRTN
$1.43B
$15.3M ﹤0.01%
1,343,772
+295,438
HYHG icon
3170
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$174M
$15.3M ﹤0.01%
236,935
-1,125
LBRDA icon
3171
Liberty Broadband Class A
LBRDA
$4.94B
$15.3M ﹤0.01%
316,004
+123,433
OUST icon
3172
Ouster
OUST
$2.7B
$15.2M ﹤0.01%
703,440
-85,132
PCG.PRX
3173
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.31B
$15.2M ﹤0.01%
371,154
+179,493
NHC icon
3174
National Healthcare
NHC
$2.89B
$15.2M ﹤0.01%
110,948
+12,818
EIS icon
3175
iShares MSCI Israel ETF
EIS
$1.02B
$15.2M ﹤0.01%
138,044
+26,757
125 126
127
128 129