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
GJAN icon
5951
FT Vest US Equity Moderate Buffer ETF January
GJAN
$458M
$106K ﹤0.01%
2,547
ACHV icon
5952
Achieve Life Sciences
ACHV
$252M
$106K ﹤0.01%
33,647
-72,650
FSMD icon
5953
Fidelity Small-Mid Multifactor ETF
FSMD
$2.18B
$106K ﹤0.01%
2,399
-5,624
FOXX
5954
Foxx Development Holdings
FOXX
$37.3M
$105K ﹤0.01%
23,099
+8,018
GOCO icon
5955
GoHealth
GOCO
$23.2M
$105K ﹤0.01%
21,761
-2,065
FAPR icon
5956
FT Vest US Equity Buffer ETF April
FAPR
$986M
$105K ﹤0.01%
2,411
-115
PCM
5957
PCM Fund
PCM
$74.8M
$105K ﹤0.01%
15,623
+631
RCG
5958
RENN Fund
RCG
$20.3M
$105K ﹤0.01%
41,000
-42,151
NOM icon
5959
Nuveen Missouri Quality Municipal Income Fund
NOM
$25M
$104K ﹤0.01%
9,499
-5,302
ZVIA icon
5960
Zevia
ZVIA
$91M
$104K ﹤0.01%
38,268
-99,309
DDI
5961
DoubleDown Interactive
DDI
$448M
$104K ﹤0.01%
11,115
+1,465
BETZ icon
5962
Roundhill Sports Betting & iGaming ETF
BETZ
$53M
$104K ﹤0.01%
4,343
+123
ATON
5963
AlphaTON Capital
ATON
$5.76M
$104K ﹤0.01%
19,219
+19,119
ACRV icon
5964
Acrivon Therapeutics
ACRV
$58.1M
$103K ﹤0.01%
57,160
-5,856
APIE icon
5965
ActivePassive International Equity ETF
APIE
$1.03B
$103K ﹤0.01%
2,914
IPHA
5966
Innate Pharma
IPHA
$163M
$103K ﹤0.01%
53,564
+2,340
XVV icon
5967
iShares ESG Screened S&P 500 ETF
XVV
$712M
$103K ﹤0.01%
2,001
-278
GDMA icon
5968
Gadsden Dynamic Multi-Asset ETF
GDMA
$217M
$102K ﹤0.01%
2,659
CRCA
5969
ProShares Ultra CRCL
CRCA
$1.93B
$102K ﹤0.01%
+7,000
CEFS icon
5970
Saba Closed-End Funds ETF
CEFS
$387M
$102K ﹤0.01%
4,487
+2
CIG.C icon
5971
CEMIG Ordinary Shares
CIG.C
$8.9B
$102K ﹤0.01%
37,427
+549
CWVX
5972
Tradr 2X Long CRWV Daily ETF
CWVX
$136M
$102K ﹤0.01%
+1,000
SOGP
5973
Sound Group
SOGP
$59.2M
$101K ﹤0.01%
5,370
+4,000
AIVC
5974
Amplify Bloomberg AI Value Chain ETF
AIVC
$36.4M
$101K ﹤0.01%
1,586
+770
LEGR icon
5975
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$129M
$101K ﹤0.01%
1,790
-897
237 238
239
240 241