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
NUAI
5601
New Era Energy & Digital Inc
NUAI
$433M
$308K ﹤0.01%
+104,959
NEON icon
5602
Neonode
NEON
$27.4M
$307K ﹤0.01%
176,337
+98,715
ACR
5603
ACRES Commercial Realty
ACR
$146M
$307K ﹤0.01%
14,368
-4,260
RDCM icon
5604
Radcom
RDCM
$216M
$306K ﹤0.01%
23,422
+884
HQI icon
5605
HireQuest
HQI
$149M
$306K ﹤0.01%
29,142
+24,776
JPRE icon
5606
JPMorgan Realty Income ETF
JPRE
$487M
$305K ﹤0.01%
6,527
+5,633
SEAT icon
5607
Vivid Seats
SEAT
$83.9M
$305K ﹤0.01%
42,270
+6,850
INTT icon
5608
inTEST
INTT
$209M
$304K ﹤0.01%
40,663
-4,362
RMBI icon
5609
Richmond Mutual Bancorp
RMBI
$143M
$302K ﹤0.01%
21,519
-546
TMAT icon
5610
Main Thematic Innovation ETF
TMAT
$208M
$302K ﹤0.01%
12,070
+12,069
RLMD icon
5611
Relmada Therapeutics
RLMD
$773M
$301K ﹤0.01%
62,357
+61,318
IHY icon
5612
VanEck International High Yield Bond ETF
IHY
$50.5M
$301K ﹤0.01%
13,690
-2,632
NURE icon
5613
Nuveen Short-Term REIT ETF
NURE
$32.8M
$299K ﹤0.01%
10,624
-354
NDIA icon
5614
Global X India Active ETF
NDIA
$57M
$298K ﹤0.01%
+10,000
DFSD icon
5615
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.53B
$298K ﹤0.01%
6,205
+1,836
ACIU icon
5616
AC Immune
ACIU
$303M
$296K ﹤0.01%
94,345
+2,312
SEIM icon
5617
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.4B
$295K ﹤0.01%
6,390
+366
BLLN
5618
BillionToOne Inc
BLLN
$4B
$295K ﹤0.01%
+3,599
AISP
5619
Airship AI Holdings
AISP
$85.6M
$294K ﹤0.01%
101,769
+51,324
IONR
5620
Ioneer
IONR
$326M
$292K ﹤0.01%
60,905
+51,305
GEOS icon
5621
Geospace Technologies
GEOS
$127M
$292K ﹤0.01%
17,264
+9,725
UPGD icon
5622
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$113M
$292K ﹤0.01%
3,940
-22
STRS icon
5623
Stratus Properties
STRS
$239M
$291K ﹤0.01%
12,017
+1,421
THM
5624
International Tower Hill Mines
THM
$675M
$290K ﹤0.01%
156,171
-503,143
EEX icon
5625
Emerald Holding
EEX
$954M
$290K ﹤0.01%
64,930
+13,349
223 224
225
226 227