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
FDG icon
5901
American Century Focused Dynamic Growth ETF
FDG
$342M
$120K ﹤0.01%
998
-135
CLNN icon
5902
Clene
CLNN
$63.1M
$120K ﹤0.01%
19,914
+1,858
CPSS icon
5903
Consumer Portfolio Services
CPSS
$186M
$119K ﹤0.01%
15,824
-4,944
LND
5904
BrasilAgro
LND
$425M
$119K ﹤0.01%
30,738
BKCH icon
5905
Global X Blockchain ETF
BKCH
$250M
$119K ﹤0.01%
1,376
+11
JSML icon
5906
Janus Henderson Small Cap Growth Alpha ETF
JSML
$297M
$118K ﹤0.01%
1,584
-1
LFT
5907
Lument Finance Trust
LFT
$70.2M
$118K ﹤0.01%
58,616
-61,823
VTES icon
5908
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.67B
$118K ﹤0.01%
1,161
+1,084
SONN
5909
DELISTED
Sonnet BioTherapeutics
SONN
$118K ﹤0.01%
+25,808
ITEQ icon
5910
Amplify BlueStar Israel Technology ETF
ITEQ
$96.9M
$118K ﹤0.01%
2,013
MSTX
5911
Defiance Daily Target 2x Long MSTR ETF
MSTX
$242M
$118K ﹤0.01%
5,497
-5,446
RISR icon
5912
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$192M
$117K ﹤0.01%
3,263
CEE
5913
Central and Eastern Europe Fund
CEE
$127M
$117K ﹤0.01%
7,606
-1
AUBN icon
5914
Auburn National Bancorp
AUBN
$86.3M
$117K ﹤0.01%
4,764
+9
BEAT icon
5915
Heartbeam
BEAT
$62.2M
$117K ﹤0.01%
70,621
-2,101
RAYC
5916
DELISTED
Rayliant Quantamental China Equity ETF
RAYC
$116K ﹤0.01%
6,289
+4,742
SES icon
5917
SES AI
SES
$628M
$116K ﹤0.01%
69,227
+1,242
JG
5918
Aurora Mobile
JG
$45.1M
$116K ﹤0.01%
14,027
+98
OXSQ icon
5919
Oxford Square Capital
OXSQ
$147M
$115K ﹤0.01%
72,522
+49,573
BGL
5920
Blue Gold Ltd
BGL
$74.9M
$115K ﹤0.01%
+12,378
UTES icon
5921
Virtus Reaves Utilities ETF
UTES
$1.47B
$115K ﹤0.01%
1,376
-1
HAIL icon
5922
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$20.6M
$114K ﹤0.01%
3,215
-48
SNCR
5923
DELISTED
Synchronoss Technologies
SNCR
$114K ﹤0.01%
18,797
-4,473
ABFL
5924
Abacus FCF Leaders ETF
ABFL
$806M
$114K ﹤0.01%
1,581
-253
VIRC icon
5925
Virco
VIRC
$102M
$114K ﹤0.01%
14,687
-7,634
235 236
237
238 239