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
SWIM icon
5276
Latham Group
SWIM
$723M
$623K ﹤0.01%
98,156
-46,664
CFFI icon
5277
C&F Financial
CFFI
$251M
$621K ﹤0.01%
8,557
+788
FMAO icon
5278
Farmers & Merchants Bancorp
FMAO
$374M
$614K ﹤0.01%
24,844
+5,374
BTQ
5279
BTQ Technologies Corp
BTQ
$493M
$614K ﹤0.01%
119,906
+23,575
MRAM icon
5280
Everspin Technologies
MRAM
$296M
$611K ﹤0.01%
65,886
+18,948
HFFG icon
5281
HF Foods Group
HFFG
$108M
$610K ﹤0.01%
283,491
+43,059
NVX
5282
NOVONIX
NVX
$172M
$609K ﹤0.01%
602,890
+474,959
GIFI
5283
DELISTED
Gulf Island Fabrication
GIFI
$607K ﹤0.01%
50,739
+42,343
NUGT icon
5284
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.2B
$603K ﹤0.01%
3,277
-3,844
GSIT icon
5285
GSI Technology
GSIT
$245M
$601K ﹤0.01%
96,731
+92,830
QLD icon
5286
ProShares Ultra QQQ
QLD
$11.2B
$597K ﹤0.01%
8,483
+1,767
IDN icon
5287
Intellicheck
IDN
$176M
$597K ﹤0.01%
89,312
-22,231
INFU icon
5288
InfuSystem Holdings
INFU
$218M
$596K ﹤0.01%
66,487
+22,236
CLYM
5289
Climb Bio
CLYM
$449M
$594K ﹤0.01%
148,538
+62,204
BWZ icon
5290
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$323M
$593K ﹤0.01%
21,642
-6,918
XGN icon
5291
Exagen
XGN
$71.7M
$592K ﹤0.01%
97,438
+54,361
ATS icon
5292
ATS Corp
ATS
$3.2B
$592K ﹤0.01%
21,491
-48,148
LZM icon
5293
Lifezone Metals
LZM
$493M
$592K ﹤0.01%
138,536
+7,559
TTEC icon
5294
TTEC Holdings
TTEC
$156M
$591K ﹤0.01%
164,226
-36,781
MUU
5295
Direxion Shares ETF Trust Direxion Daily MU Bull 2X ETF
MUU
$1.13B
$589K ﹤0.01%
+5,844
FSFG
5296
DELISTED
First Savings Financial Group
FSFG
$587K ﹤0.01%
18,437
+564
EPR.PRC icon
5297
EPR Properties 5.75% Series C Preferred Shares
EPR.PRC
$136M
$587K ﹤0.01%
26,461
+232
GRRR
5298
Gorilla Technology Group
GRRR
$416M
$586K ﹤0.01%
53,689
-10,399
BOC icon
5299
Boston Omaha
BOC
$379M
$584K ﹤0.01%
47,203
-4,497
SPXS icon
5300
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$403M
$583K ﹤0.01%
16,433
+2,801
210 211
212
213 214