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
SPDV icon
5726
AAM S&P 500 High Dividend Value ETF
SPDV
$88.2M
$232K ﹤0.01%
6,704
-46
UPXI icon
5727
Upexi
UPXI
$101M
$231K ﹤0.01%
137,788
-163,335
BDTX icon
5728
Black Diamond Therapeutics
BDTX
$175M
$231K ﹤0.01%
95,149
+26,011
CVLC icon
5729
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$784M
$231K ﹤0.01%
2,742
UXIN
5730
Uxin Ltd
UXIN
$621M
$230K ﹤0.01%
68,353
+64,269
BSVO icon
5731
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.2B
$230K ﹤0.01%
9,873
-810
ASRT icon
5732
Assertio
ASRT
$116M
$230K ﹤0.01%
25,345
-14,494
CBC
5733
Central Bancompany Inc
CBC
$6.15B
$229K ﹤0.01%
+9,497
MLP icon
5734
Maui Land & Pineapple Co
MLP
$325M
$228K ﹤0.01%
13,484
+3,315
SCM icon
5735
Stellus Capital Investment Corp
SCM
$290M
$228K ﹤0.01%
17,996
-7,767
TCRX icon
5736
TScan Therapeutics
TCRX
$67.7M
$226K ﹤0.01%
225,829
-621,708
VALU icon
5737
Value Line
VALU
$331M
$224K ﹤0.01%
5,840
+4,210
SOPH icon
5738
SOPHiA GENETICS
SOPH
$378M
$224K ﹤0.01%
48,047
+6,513
HNDL icon
5739
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$641M
$222K ﹤0.01%
10,104
-2,377
LXRX icon
5740
Lexicon Pharmaceuticals
LXRX
$792M
$222K ﹤0.01%
193,035
+24,017
RTACU
5741
Renatus Tactical Acquisition Corp I Unit
RTACU
$184M
$222K ﹤0.01%
20,000
YINN icon
5742
Direxion Daily FTSE China Bull 3X ETF
YINN
$826M
$222K ﹤0.01%
5,201
-221
AVSD icon
5743
Avantis Responsible International Equity ETF
AVSD
$449M
$221K ﹤0.01%
+2,974
OVBC icon
5744
Ohio Valley Banc Corp
OVBC
$220M
$221K ﹤0.01%
5,520
+1,761
EIPX icon
5745
FT Energy Income Partners Strategy ETF
EIPX
$502M
$220K ﹤0.01%
8,315
+1
ARQQ icon
5746
Arqit Quantum
ARQQ
$251M
$220K ﹤0.01%
10,045
+1,981
PSET icon
5747
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$33.1M
$219K ﹤0.01%
2,876
+3
MPU icon
5748
Mega Matrix
MPU
$47.3M
$219K ﹤0.01%
240,449
-57,800
OPPE
5749
WisdomTree European Opportunities Fund
OPPE
$293M
$218K ﹤0.01%
4,235
+2
CURV icon
5750
Torrid Holdings
CURV
$218M
$217K ﹤0.01%
222,256
+104,385
228 229
230
231 232