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
VIOT
5701
Viomi Technology
VIOT
$74.7M
$245K ﹤0.01%
133,309
-7,405
INSG icon
5702
Inseego
INSG
$246M
$244K ﹤0.01%
23,763
-20,235
RBLD icon
5703
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$21.6M
$244K ﹤0.01%
3,264
-218
QUVU icon
5704
Hartford Quality Value ETF
QUVU
$181M
$244K ﹤0.01%
8,891
HUSV icon
5705
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$73.1M
$243K ﹤0.01%
6,288
-115
GSID icon
5706
Goldman Sachs MarketBeta International Equity ETF
GSID
$1.08B
$243K ﹤0.01%
3,503
-39,968
DGNX
5707
Diginex Ltd
DGNX
$106M
$241K ﹤0.01%
57,820
+4,517
ARKX icon
5708
ARK Space & Defense Innovation ETF
ARKX
$840M
$241K ﹤0.01%
8,308
-41,778
PSBD icon
5709
Palmer Square Capital BDC
PSBD
$346M
$241K ﹤0.01%
19,749
-237,771
HURC icon
5710
Hurco Companies Inc
HURC
$104M
$240K ﹤0.01%
15,546
+2,384
CNYA icon
5711
iShares MSCI China A ETF
CNYA
$221M
$239K ﹤0.01%
6,920
-3
SERA icon
5712
Sera Prognostics
SERA
$90M
$239K ﹤0.01%
80,968
-3,046
BNR
5713
Burning Rock Biotech
BNR
$224M
$239K ﹤0.01%
11,840
-10,427
ABTC
5714
American Bitcoin Corp
ABTC
$1.33B
$238K ﹤0.01%
140,077
+100,548
PLX icon
5715
Protalix BioTherapeutics
PLX
$183M
$238K ﹤0.01%
131,987
+60,950
DAO
5716
Youdao
DAO
$1.28B
$237K ﹤0.01%
23,546
+139
VIRC icon
5717
Virco
VIRC
$99M
$237K ﹤0.01%
37,083
+22,396
NTZ
5718
Natuzzi
NTZ
$34.7M
$236K ﹤0.01%
99,966
-5,100
KLRS
5719
Kalaris Therapeutics
KLRS
$145M
$236K ﹤0.01%
27,948
+3,030
SVCO
5720
Silvaco Group
SVCO
$273M
$236K ﹤0.01%
58,217
-4,948
TDVG icon
5721
T. Rowe Price Dividend Growth ETF
TDVG
$1.29B
$235K ﹤0.01%
5,223
+821
TEAD
5722
Teads Holding Co
TEAD
$70.7M
$235K ﹤0.01%
333,210
+79,281
FMY
5723
First Trust Mortgage Income Fund
FMY
$50.7M
$234K ﹤0.01%
19,269
-4,700
SCMB icon
5724
Schwab Municipal Bond ETF
SCMB
$3.6B
$234K ﹤0.01%
9,078
+3,944
DCRE icon
5725
DoubleLine Commercial Real Estate Debt ETF
DCRE
$417M
$234K ﹤0.01%
4,505
-180
227 228
229
230 231