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
SSBI icon
5851
Summit State Bank
SSBI
$89.2M
$143K ﹤0.01%
11,970
EMXF icon
5852
iShares ESG Advanced MSCI EM ETF
EMXF
$141M
$142K ﹤0.01%
3,133
+3,132
FINW icon
5853
FinWise Bancorp
FINW
$234M
$142K ﹤0.01%
7,310
-8,258
GTEC icon
5854
Greenland Technologies Holding Corporation Class A Ordinary Shares
GTEC
$16.6M
$142K ﹤0.01%
107,295
+54,199
TAOX
5855
Tao Synergies Inc
TAOX
$31.1M
$141K ﹤0.01%
21,474
+11,438
DEFT
5856
Defi Technologies
DEFT
$280M
$141K ﹤0.01%
66,630
-1,901
NTSI icon
5857
WisdomTree International Efficient Core Fund
NTSI
$505M
$140K ﹤0.01%
3,286
-3,189
TXMD icon
5858
TherapeuticsMD
TXMD
$26.2M
$140K ﹤0.01%
130,572
-638
BOCT icon
5859
Innovator US Equity Buffer ETF October
BOCT
$317M
$140K ﹤0.01%
2,887
-1,256
WEAT icon
5860
Teucrium Wheat Fund
WEAT
$136M
$139K ﹤0.01%
6,774
-3,673
OVBC icon
5861
Ohio Valley Banc Corp
OVBC
$207M
$139K ﹤0.01%
3,759
-3,619
WRAP icon
5862
Wrap Technologies
WRAP
$91M
$139K ﹤0.01%
63,974
-23,981
PHYL icon
5863
PGIM Active High Yield Bond ETF
PHYL
$1.24B
$139K ﹤0.01%
3,883
+2,230
AVBC
5864
Avidia Bancorp
AVBC
$349M
$139K ﹤0.01%
+9,283
NEOV icon
5865
NeoVolta
NEOV
$129M
$138K ﹤0.01%
30,876
+27,285
SENS icon
5866
Senseonics Holdings Inc
SENS
$341M
$138K ﹤0.01%
15,798
-988
CARZ icon
5867
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$48.8M
$137K ﹤0.01%
1,878
-19
NVDY icon
5868
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.42B
$136K ﹤0.01%
8,101
-4,488
AQLT
5869
iShares MSCI Global Quality Factor ETF
AQLT
$223M
$135K ﹤0.01%
4,991
-3,784
BMGL
5870
Basel Medical
BMGL
$11.6M
$135K ﹤0.01%
+74,292
DMAY icon
5871
FT Vest US Equity Deep Buffer ETF May
DMAY
$300M
$135K ﹤0.01%
3,043
-185
UTF.RT
5872
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$135K ﹤0.01%
+1,727,513
GSJY icon
5873
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$85.3M
$135K ﹤0.01%
2,987
-909
EMM icon
5874
Global X Emerging Markets ex-China ETF
EMM
$64.1M
$132K ﹤0.01%
4,191
DLTH icon
5875
Duluth Holdings
DLTH
$83.7M
$132K ﹤0.01%
33,649
-150
233 234
235
236 237