Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WRN
5326
Western Copper and Gold
WRN
$702M
$537K ﹤0.01%
272,358
-54,145
SEG
5327
Seaport Entertainment Group
SEG
$297M
$536K ﹤0.01%
23,393
-20,777
GDE icon
5328
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$691M
$536K ﹤0.01%
+9,332
BKMC icon
5329
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$647M
$532K ﹤0.01%
4,907
-3,356
CEPT
5330
Cantor Equity Partners II
CEPT
$339M
$531K ﹤0.01%
50,550
+9,000
CURR
5331
Currenc Group
CURR
$160M
$531K ﹤0.01%
+316,192
AFCG
5332
AFC Gamma
AFCG
$51.5M
$531K ﹤0.01%
138,581
-78,843
MNSB icon
5333
MainStreet Bancshares
MNSB
$166M
$529K ﹤0.01%
25,399
-2,768
GTE icon
5334
Gran Tierra Energy
GTE
$213M
$528K ﹤0.01%
121,449
+22,529
DGXX
5335
Digi Power X Inc
DGXX
$180M
$527K ﹤0.01%
229,948
+224,948
ASRT icon
5336
Assertio
ASRT
$74.8M
$526K ﹤0.01%
39,839
+10,606
STRZ
5337
Starz Entertainment Corp
STRZ
$184M
$525K ﹤0.01%
35,648
-2,200
KFS icon
5338
Kingsway Financial Services
KFS
$350M
$525K ﹤0.01%
35,898
-10,060
NUAG icon
5339
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$68.2M
$523K ﹤0.01%
24,561
-213
CFFI icon
5340
C&F Financial
CFFI
$236M
$522K ﹤0.01%
7,769
-2,582
RELL icon
5341
Richardson Electronics
RELL
$178M
$522K ﹤0.01%
53,295
+243
SPXS icon
5342
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$342M
$518K ﹤0.01%
13,632
-1,381
MSFU icon
5343
Direxion Daily MSFT Bull 2X Shares
MSFU
$586M
$516K ﹤0.01%
+9,900
ATRA icon
5344
Atara Biotherapeutics
ATRA
$39.1M
$515K ﹤0.01%
35,938
+21,012
ATYR
5345
aTyr Pharma
ATYR
$94M
$512K ﹤0.01%
710,341
+450,375
VGZ icon
5346
Vista Gold
VGZ
$353M
$511K ﹤0.01%
239,999
-644,818
GRNY
5347
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.15B
$511K ﹤0.01%
20,449
+7,131
ALAR
5348
Alarum Technologies
ALAR
$47.1M
$511K ﹤0.01%
34,104
+1,005
MBCN icon
5349
Middlefield Banc Corp
MBCN
$274M
$510K ﹤0.01%
17,009
-5,556
LQDB icon
5350
iShares BBB Rated Corporate Bond ETF
LQDB
$52.9M
$508K ﹤0.01%
5,770
+5,769
212 213
214
215 216