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
BMNU
5951
T-REX 2X Long BMNR Daily Target ETF
BMNU
$366M
$124K ﹤0.01%
+26,000
PMVP icon
5952
PMV Pharmaceuticals
PMVP
$73.6M
$124K ﹤0.01%
98,875
+66,480
BITO icon
5953
ProShares Bitcoin Strategy ETF
BITO
$2.02B
$123K ﹤0.01%
10,113
+9,170
WSHP
5954
WeShop Holdings
WSHP
$174M
$120K ﹤0.01%
+1,266
VFVA icon
5955
Vanguard US Value Factor ETF
VFVA
$806M
$120K ﹤0.01%
904
-372
CLNN icon
5956
Clene
CLNN
$74.3M
$120K ﹤0.01%
20,429
+515
TBLU
5957
Tortoise Global Water ETF
TBLU
$56.3M
$119K ﹤0.01%
2,335
+37
RISR icon
5958
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$223M
$118K ﹤0.01%
3,263
GBLI icon
5959
Global Indemnity Group
GBLI
$410M
$118K ﹤0.01%
4,148
+2,844
GEG icon
5960
Great Elm Group
GEG
$72M
$118K ﹤0.01%
46,124
GPIQ icon
5961
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$3.46B
$118K ﹤0.01%
2,223
+82
ITEQ icon
5962
Amplify BlueStar Israel Technology ETF
ITEQ
$115M
$117K ﹤0.01%
2,013
JSML icon
5963
Janus Henderson Small Cap Growth Alpha ETF
JSML
$312M
$117K ﹤0.01%
1,584
SUPX
5964
SuperX AI Technology Ltd
SUPX
$373M
$116K ﹤0.01%
+7,411
ARTV
5965
Artiva Biotherapeutics
ARTV
$310M
$116K ﹤0.01%
27,072
-15,757
ELTX icon
5966
Elicio Therapeutics
ELTX
$249M
$116K ﹤0.01%
14,553
+13,017
HAIL icon
5967
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$20M
$116K ﹤0.01%
3,478
+263
SDEV
5968
Stablecoin Development Corporation
SDEV
$41M
$116K ﹤0.01%
4,106
+4,105
VLT icon
5969
Invesco High Income Trust II
VLT
$67.8M
$115K ﹤0.01%
10,303
-1,218
GAUG icon
5970
FT Vest US Equity Moderate Buffer ETF August
GAUG
$298M
$115K ﹤0.01%
2,930
JNUG icon
5971
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$641M
$115K ﹤0.01%
555
+474
QVMT
5972
Invesco S&P 500 Concentrated QVM ETF
QVMT
$128M
$114K ﹤0.01%
2,001
-28
SDVD icon
5973
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$846M
$114K ﹤0.01%
5,324
+107
CDLR icon
5974
Cadeler
CDLR
$2.42B
$114K ﹤0.01%
6,131
-5,165
EMM icon
5975
Global X Emerging Markets ex-China ETF
EMM
$61.3M
$113K ﹤0.01%
3,303
-888
237 238
239
240 241