Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFG icon
3626
West Fraser Timber
WFG
$5.14B
$9.48M ﹤0.01%
155,175
-89,753
HFWA icon
3627
Heritage Financial
HFWA
$1.13B
$9.45M ﹤0.01%
399,617
+51,084
SLDP icon
3628
Solid Power
SLDP
$763M
$9.43M ﹤0.01%
2,219,462
+1,389,966
KYTX icon
3629
Kyverna Therapeutics
KYTX
$681M
$9.42M ﹤0.01%
1,002,495
+828,292
OPFI icon
3630
OppFi
OPFI
$233M
$9.42M ﹤0.01%
900,665
+61,373
GXC icon
3631
State Street SPDR S&P China ETF
GXC
$495M
$9.42M ﹤0.01%
97,296
+3,432
DNTH icon
3632
Dianthus Therapeutics
DNTH
$5B
$9.4M ﹤0.01%
228,016
+150,496
PKB icon
3633
Invesco Building & Construction ETF
PKB
$448M
$9.39M ﹤0.01%
101,407
-5,976
LOB icon
3634
Live Oak Bancshares
LOB
$1.73B
$9.38M ﹤0.01%
273,097
-12,980
GVUS icon
3635
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
GVUS
$391M
$9.38M ﹤0.01%
+173,384
NVTS icon
3636
Navitas Semiconductor
NVTS
$3.05B
$9.37M ﹤0.01%
1,312,488
+605,465
MTW icon
3637
Manitowoc
MTW
$463M
$9.36M ﹤0.01%
780,847
-49,602
SH icon
3638
ProShares Short S&P500
SH
$1.13B
$9.35M ﹤0.01%
259,631
-424,345
TIMB icon
3639
TIM SA
TIMB
$12.9B
$9.32M ﹤0.01%
479,083
+299,552
FFC
3640
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
$9.31M ﹤0.01%
563,696
-12,301
VGUS
3641
Vanguard Ultra-Short Treasury ETF
VGUS
$911M
$9.29M ﹤0.01%
123,069
+8,881
LQDH icon
3642
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$506M
$9.29M ﹤0.01%
99,470
+19,512
WRLD icon
3643
World Acceptance Corp
WRLD
$737M
$9.24M ﹤0.01%
65,810
+14,237
LUNG icon
3644
Pulmonx
LUNG
$60M
$9.19M ﹤0.01%
4,160,469
+539,793
HIVE
3645
HIVE Digital Technologies
HIVE
$643M
$9.18M ﹤0.01%
3,557,340
+726,381
ASPI icon
3646
ASP Isotopes
ASPI
$689M
$9.15M ﹤0.01%
1,709,783
+1,270,030
AIVL icon
3647
WisdomTree US AI Enhanced Value Fund
AIVL
$396M
$9.14M ﹤0.01%
79,464
-1,004
HYGW icon
3648
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$173M
$9.13M ﹤0.01%
305,810
+48,255
FVAL icon
3649
Fidelity Value Factor ETF
FVAL
$1.18B
$9.11M ﹤0.01%
126,067
-1,240
HOUS
3650
DELISTED
Anywhere Real Estate
HOUS
$9.1M ﹤0.01%
642,816
+413,465
144 145
146
147 148