Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVX
5801
NOVONIX
NVX
$210M
$164K ﹤0.01%
+127,931
SPWR icon
5802
SunPower Inc
SPWR
$162M
$164K ﹤0.01%
92,941
-19,620
MYO icon
5803
Myomo
MYO
$30.1M
$163K ﹤0.01%
182,549
-262,946
VFVA icon
5804
Vanguard US Value Factor ETF
VFVA
$794M
$163K ﹤0.01%
1,276
-759
DFGR icon
5805
Dimensional Global Real Estate ETF
DFGR
$3.38B
$161K ﹤0.01%
5,911
-341
HSDT icon
5806
Solana Company
HSDT
$87.1M
$161K ﹤0.01%
10,830
+10,828
HGER icon
5807
Harbor Commodity All-Weather Strategy ETF
HGER
$1.97B
$161K ﹤0.01%
6,245
+6,244
VINP icon
5808
Vinci Compass Investments Ltd
VINP
$775M
$160K ﹤0.01%
14,918
-25,396
BATL icon
5809
Battalion Oil
BATL
$68.3M
$160K ﹤0.01%
131,897
TAVI
5810
Tavia Acquisition Corp
TAVI
$167M
$160K ﹤0.01%
15,419
+15,355
UEIC icon
5811
Universal Electronics
UEIC
$52M
$159K ﹤0.01%
34,206
+2,480
NTWO
5812
Newbury Street II Acquisition Corp
NTWO
$253M
$158K ﹤0.01%
15,260
+15,200
PLX icon
5813
Protalix BioTherapeutics
PLX
$242M
$158K ﹤0.01%
71,037
-391,006
CNTY icon
5814
Century Casinos
CNTY
$50.1M
$158K ﹤0.01%
60,375
+67
WTAI icon
5815
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$384M
$157K ﹤0.01%
5,487
+300
INMB icon
5816
INmune Bio
INMB
$35.6M
$157K ﹤0.01%
75,710
-27,028
ALXO icon
5817
ALX Oncology
ALXO
$308M
$156K ﹤0.01%
85,290
-32,175
DIEM icon
5818
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$42.5M
$155K ﹤0.01%
4,815
-1,442
LVWR icon
5819
LiveWire
LVWR
$477M
$155K ﹤0.01%
32,558
-52,846
PGAC
5820
Pantages Capital Acquisition Corp
PGAC
$115M
$154K ﹤0.01%
15,045
+15,005
BALT icon
5821
Innovator Defined Wealth Shield ETF
BALT
$2.16B
$154K ﹤0.01%
4,680
+356
BJAN icon
5822
Innovator US Equity Buffer ETF January
BJAN
$367M
$153K ﹤0.01%
2,890
-2,351
BDL icon
5823
Flanigan's Enterprises
BDL
$62.6M
$153K ﹤0.01%
4,798
+37
SLND icon
5824
Southland Holdings
SLND
$65.5M
$153K ﹤0.01%
35,598
-11,258
EWJV icon
5825
iShares MSCI Japan Value ETF
EWJV
$783M
$152K ﹤0.01%
3,897
-2,644
231 232
233
234 235