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
CRDL
5576
Cardiol Therapeutics
CRDL
$169M
$329K ﹤0.01%
344,463
+188,132
IOBT
5577
DELISTED
IO Biotech
IOBT
$328K ﹤0.01%
539,182
-129,220
STRW icon
5578
Strawberry Fields REIT
STRW
$170M
$328K ﹤0.01%
25,061
+6,210
FNGS icon
5579
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$513M
$328K ﹤0.01%
4,816
+2,014
CBIO
5580
Crescent Biopharma
CBIO
$660M
$326K ﹤0.01%
27,521
+27,376
MYO icon
5581
Myomo
MYO
$34.6M
$326K ﹤0.01%
358,454
+175,905
PSNY icon
5582
Polestar Automotive Holding UK PLC Class A ADS
PSNY
$1.75B
$325K ﹤0.01%
15,220
+8,399
LMRI
5583
Lumexa Imaging Holdings
LMRI
$927M
$324K ﹤0.01%
+17,533
FOSL icon
5584
Fossil Group
FOSL
$327M
$324K ﹤0.01%
86,100
-85,804
ISPR icon
5585
Ispire Technology
ISPR
$98M
$323K ﹤0.01%
115,404
-57,538
THNQ icon
5586
ROBO Global Artificial Intelligence ETF
THNQ
$315M
$323K ﹤0.01%
5,087
+633
PROP icon
5587
Prairie Operating Co
PROP
$88.1M
$321K ﹤0.01%
190,044
+100,783
SOGP
5588
Sound Group
SOGP
$69.5M
$320K ﹤0.01%
27,562
+22,192
KMID
5589
Virtus KAR Mid-Cap ETF
KMID
$43.5M
$318K ﹤0.01%
+13,040
RDNW
5590
RideNow Group
RDNW
$267M
$318K ﹤0.01%
57,573
-2,114
OZ icon
5591
Belpointe PREP
OZ
$195M
$316K ﹤0.01%
4,858
+1,663
BCIC
5592
BCP Investment Corp
BCIC
$100M
$315K ﹤0.01%
26,599
-43,103
GIGM icon
5593
GigaMedia
GIGM
$15.9M
$314K ﹤0.01%
206,506
-9,100
SEER icon
5594
Seer Inc
SEER
$112M
$314K ﹤0.01%
171,368
-19,095
SRBK icon
5595
SR Bancorp
SRBK
$141M
$313K ﹤0.01%
19,871
+1,836
PLG
5596
Platinum Group Metals
PLG
$246M
$313K ﹤0.01%
132,473
-35,478
FMN
5597
Federated Hermes Premier Municipal Income Fund
FMN
$88.5M
$313K ﹤0.01%
28,139
+2,296
FJUL icon
5598
FT Vest US Equity Buffer ETF July
FJUL
$1.14B
$310K ﹤0.01%
5,541
+62
COYA icon
5599
Coya Therapeutics
COYA
$117M
$309K ﹤0.01%
53,356
+51,831
NORW icon
5600
Global X MSCI Norway ETF
NORW
$187M
$308K ﹤0.01%
10,267
+2,004
222 223
224
225 226