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
SFBC icon
5751
Sound Financial Bancorp
SFBC
$114M
$217K ﹤0.01%
4,970
+509
TII
5752
Titan Mining Corp
TII
$278M
$217K ﹤0.01%
+73,200
FLJH icon
5753
Franklin FTSE Japan Hedged ETF
FLJH
$145M
$216K ﹤0.01%
5,735
+5,000
FCBD
5754
Frontier Asset Core Bond ETF
FCBD
$40.7M
$215K ﹤0.01%
+8,424
ALAR
5755
Alarum Technologies
ALAR
$51.2M
$215K ﹤0.01%
25,025
-9,079
LODE icon
5756
Comstock
LODE
$230M
$214K ﹤0.01%
56,878
-284,201
CHGG icon
5757
Chegg
CHGG
$116M
$213K ﹤0.01%
228,977
-2,166,255
RSPC icon
5758
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$66.5M
$212K ﹤0.01%
5,312
+492
NVCT icon
5759
Nuvectis Pharma
NVCT
$227M
$211K ﹤0.01%
28,011
+9,494
AMTD
5760
AMTD IDEA Group
AMTD
$82.6M
$211K ﹤0.01%
214,267
+1,800
TXMD icon
5761
TherapeuticsMD
TXMD
$24.5M
$211K ﹤0.01%
129,217
-1,355
EFIV icon
5762
State Street SPDR S&P 500 ESG ETF
EFIV
$992M
$210K ﹤0.01%
3,178
-23,000
PFUT icon
5763
Putnam Sustainable Future ETF
PFUT
$5.08M
$210K ﹤0.01%
8,305
-1,891
BIO.B icon
5764
Bio-Rad Laboratories Class B
BIO.B
$7.48B
$208K ﹤0.01%
697
-15
WRAP icon
5765
Wrap Technologies
WRAP
$78.8M
$207K ﹤0.01%
86,778
+22,804
PLTY
5766
YieldMax PLTR Option Income Strategy ETF
PLTY
$389M
$206K ﹤0.01%
4,001
+2,001
NUKZ icon
5767
Range Nuclear Renaissance Index ETF
NUKZ
$855M
$205K ﹤0.01%
3,233
-43,696
MCGAU
5768
Yorkville Acquisition Corp Unit
MCGAU
$158M
$205K ﹤0.01%
20,000
-5,112
LVWR icon
5769
LiveWire
LVWR
$430M
$205K ﹤0.01%
46,343
+13,785
DERM icon
5770
Journey Medical
DERM
$141M
$204K ﹤0.01%
26,500
+5,768
SIXA icon
5771
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$469M
$204K ﹤0.01%
+4,088
XEMD icon
5772
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$898M
$204K ﹤0.01%
4,573
+465
EFNL icon
5773
iShares MSCI Finland ETF
EFNL
$40.3M
$204K ﹤0.01%
4,261
-206
SDHC icon
5774
Smith Douglas Homes
SDHC
$134M
$204K ﹤0.01%
12,150
+2,083
PSCM icon
5775
Invesco S&P SmallCap Materials ETF
PSCM
$20.8M
$204K ﹤0.01%
2,422
-17,249
229 230
231
232 233