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
SCMB icon
5876
Schwab Municipal Bond ETF
SCMB
$3.62B
$131K ﹤0.01%
5,134
+5,133
PRE icon
5877
Prenetics Global
PRE
$300M
$131K ﹤0.01%
9,824
+900
PLTY
5878
YieldMax PLTR Option Income Strategy ETF
PLTY
$350M
$131K ﹤0.01%
2,000
-1
VHI icon
5879
Valhi
VHI
$398M
$130K ﹤0.01%
8,260
-1,335
AOUT icon
5880
American Outdoor Brands
AOUT
$116M
$130K ﹤0.01%
15,002
-6,639
SCLZ icon
5881
Swan Enhanced Dividend Income ETF
SCLZ
$16.1M
$130K ﹤0.01%
2,395
VLT icon
5882
Invesco High Income Trust II
VLT
$70.6M
$129K ﹤0.01%
11,521
-523
SQNS
5883
Sequans Communications SA
SQNS
$47.7M
$129K ﹤0.01%
13,609
+7,034
LARK icon
5884
Landmark Bancorp
LARK
$172M
$128K ﹤0.01%
5,051
-4,668
CARL
5885
Carlsmed
CARL
$387M
$128K ﹤0.01%
+9,525
YSEP icon
5886
FT Vest International Equity Buffer ETF September
YSEP
$128M
$128K ﹤0.01%
5,000
ZONE
5887
CleanCore Solutions
ZONE
$2.62M
$127K ﹤0.01%
+63,100
SLGL icon
5888
Sol-Gel Technologies
SLGL
$248M
$127K ﹤0.01%
4,365
-970
CALI
5889
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$274M
$127K ﹤0.01%
2,500
UBCP icon
5890
United Bancorp
UBCP
$87.7M
$126K ﹤0.01%
9,031
+300
CHAT icon
5891
Roundhill Generative AI & Technology ETF
CHAT
$1.08B
$126K ﹤0.01%
2,053
+433
ESP icon
5892
Espey Mfg & Electronics Corp
ESP
$176M
$126K ﹤0.01%
3,183
-2,423
CIK
5893
Credit Suisse Asset Management Income Fund
CIK
$149M
$124K ﹤0.01%
42,475
-4,766
NBJP
5894
Neuberger Japan Equity ETF
NBJP
$104M
$124K ﹤0.01%
+4,183
JCTR
5895
DELISTED
JPMorgan Carbon Transition US Equity ETF
JCTR
$123K ﹤0.01%
1,380
HELO icon
5896
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.83B
$123K ﹤0.01%
1,897
+55
ARTV
5897
Artiva Biotherapeutics
ARTV
$134M
$123K ﹤0.01%
42,829
-3,418
FLCA icon
5898
Franklin FTSE Canada ETF
FLCA
$673M
$123K ﹤0.01%
2,704
-8,919
TBLU
5899
Tortoise Global Water Fund
TBLU
$59.7M
$122K ﹤0.01%
2,298
-1
XCOR icon
5900
FundX ETF
XCOR
$176M
$122K ﹤0.01%
1,563
+1,184
234 235
236
237 238