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
SLND icon
5926
Southland Holdings
SLND
$61.7M
$132K ﹤0.01%
39,731
+4,133
FLCA icon
5927
Franklin FTSE Canada ETF
FLCA
$731M
$131K ﹤0.01%
2,718
+14
LAWR
5928
Robot Consulting Co
LAWR
$172M
$131K ﹤0.01%
+35,000
SCLZ icon
5929
Swan Enhanced Dividend Income ETF
SCLZ
$17.9M
$131K ﹤0.01%
2,395
UBCP icon
5930
United Bancorp
UBCP
$90.7M
$130K ﹤0.01%
9,080
+49
YSEP icon
5931
FT Vest International Equity Buffer ETF September
YSEP
$125M
$130K ﹤0.01%
5,000
SGA icon
5932
Saga Communications
SGA
$76M
$130K ﹤0.01%
11,360
-159
NXXT
5933
NextNRG Inc
NXXT
$60.5M
$129K ﹤0.01%
89,305
+73,545
HYGH icon
5934
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$468M
$129K ﹤0.01%
1,502
+204
NMG
5935
Nouveau Monde Graphite
NMG
$717M
$129K ﹤0.01%
52,001
+38,997
IH
5936
iHuman
IH
$87.4M
$129K ﹤0.01%
61,200
-18,800
PSTP icon
5937
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$129M
$128K ﹤0.01%
3,625
+3,259
KHPI
5938
Kensington Hedged Premium Income ETF
KHPI
$347M
$128K ﹤0.01%
4,987
+1,261
AVSE icon
5939
Avantis Responsible Emerging Markets Equity ETF
AVSE
$202M
$128K ﹤0.01%
1,969
+1,047
CHAT icon
5940
Roundhill Generative AI & Technology ETF
CHAT
$1.33B
$127K ﹤0.01%
2,155
+102
FDG icon
5941
American Century Focused Dynamic Growth ETF
FDG
$373M
$127K ﹤0.01%
998
TCHP icon
5942
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.08B
$127K ﹤0.01%
2,537
+674
CALI
5943
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$290M
$126K ﹤0.01%
2,500
CGTX icon
5944
Cognition Therapeutics
CGTX
$106M
$126K ﹤0.01%
93,328
+60,638
RCG
5945
RENN Fund
RCG
$20.6M
$126K ﹤0.01%
49,000
+8,000
HNVR icon
5946
Hanover Bancorp
HNVR
$163M
$126K ﹤0.01%
5,435
+2,064
XCOR icon
5947
FundX ETF
XCOR
$180M
$126K ﹤0.01%
1,563
CIX icon
5948
Comp X International
CIX
$286M
$126K ﹤0.01%
5,393
+718
FTCI icon
5949
FTC Solar
FTCI
$72.3M
$125K ﹤0.01%
11,471
+11,094
BTCS icon
5950
BTCS Inc
BTCS
$99.6M
$124K ﹤0.01%
47,137
+28,826
236 237
238
239 240