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
NRDY icon
5476
Nerdy
NRDY
$117M
$403K ﹤0.01%
387,697
-265,931
VLN icon
5477
Valens Semiconductor
VLN
$155M
$403K ﹤0.01%
283,927
+84,231
ASEA icon
5478
Global X FTSE Southeast Asia ETF
ASEA
$96.7M
$403K ﹤0.01%
21,985
-4,527
JMSB icon
5479
John Marshall Bancorp
JMSB
$305M
$403K ﹤0.01%
20,153
+4,224
FBYD icon
5480
Falcon's Beyond
FBYD
$658M
$403K ﹤0.01%
26,835
+17,120
KEN icon
5481
Kenon Holdings
KEN
$4.25B
$403K ﹤0.01%
6,073
+2,136
ENLT icon
5482
Enlight Renewable Energy
ENLT
$11.5B
$402K ﹤0.01%
8,850
+5,744
GNLX icon
5483
Genelux
GNLX
$119M
$402K ﹤0.01%
92,189
+31,545
ANDG
5484
Andersen Group
ANDG
$426M
$401K ﹤0.01%
+15,472
AVR
5485
Anteris Technologies
AVR
$576M
$401K ﹤0.01%
80,378
+6,770
LSBK icon
5486
Lake Shore Bancorp
LSBK
$125M
$397K ﹤0.01%
27,098
URAA
5487
Direxion Daily Uranium Industry Bull 2X ETF
URAA
$56.8M
$397K ﹤0.01%
+12,700
GRNY
5488
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.28B
$397K ﹤0.01%
16,028
-4,421
OPAL icon
5489
OPAL Fuels
OPAL
$75.1M
$396K ﹤0.01%
168,273
+47,089
ALTI icon
5490
AlTi Global
ALTI
$411M
$394K ﹤0.01%
84,995
+16,854
VEGN icon
5491
US Vegan Climate ETF
VEGN
$149M
$394K ﹤0.01%
6,473
-280
PSCC icon
5492
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$33.7M
$394K ﹤0.01%
12,665
+1,927
AREN icon
5493
Arena Group
AREN
$90.4M
$393K ﹤0.01%
98,275
+81,008
ACHV icon
5494
Achieve Life Sciences
ACHV
$226M
$393K ﹤0.01%
79,061
+45,414
ARAY icon
5495
Accuray
ARAY
$55.2M
$393K ﹤0.01%
476,143
-279,461
TMFG icon
5496
Motley Fool Global Opportunities ETF
TMFG
$358M
$392K ﹤0.01%
13,010
+2,320
RFEU
5497
DELISTED
First Trust RiverFront Dynamic Europe ETF
RFEU
$392K ﹤0.01%
5,221
-8
AFCG
5498
AFC Gamma
AFCG
$66.6M
$392K ﹤0.01%
137,448
-1,133
XBIT icon
5499
XBiotech
XBIT
$76.5M
$391K ﹤0.01%
163,419
+41,966
PFIG icon
5500
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$113M
$390K ﹤0.01%
16,055
-914
218 219
220
221 222