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
DIT icon
5976
AMCON Distributing
DIT
$73.3M
$101K ﹤0.01%
883
BJUL icon
5977
Innovator US Equity Buffer ETF July
BJUL
$267M
$100K ﹤0.01%
2,021
-36
FEPI icon
5978
REX FANG & Innovation Equity Premium Income ETF
FEPI
$584M
$100K ﹤0.01%
2,141
+300
EQTY icon
5979
Kovitz Core Equity ETF
EQTY
$1.33B
$100K ﹤0.01%
3,904
+1
CTSO icon
5980
Cytosorbents Corp
CTSO
$45.7M
$100K ﹤0.01%
107,256
+1,846
PWRD
5981
TCW Transform Systems ETF
PWRD
$1.19B
$99.8K ﹤0.01%
1,021
-199
VWAV
5982
VisionWave Holdings
VWAV
$131M
$99.6K ﹤0.01%
+10,449
TVGN icon
5983
Tevogen Bio Holdings
TVGN
$58.3M
$99.5K ﹤0.01%
126,656
-22,266
GAIA icon
5984
Gaia
GAIA
$84.1M
$98.7K ﹤0.01%
16,674
-8,196
LUCD icon
5985
Lucid Diagnostics
LUCD
$193M
$98.7K ﹤0.01%
97,699
-368,931
GNOM icon
5986
Global X Genomics & Biotechnology ETF
GNOM
$52.3M
$98.4K ﹤0.01%
2,535
-1
TOPS icon
5987
TOP Ships
TOPS
$22.4M
$98.4K ﹤0.01%
16,700
+15,754
MID icon
5988
American Century Mid Cap Growth Impact ETF
MID
$94.2M
$98.4K ﹤0.01%
1,481
-19
TVAL icon
5989
T. Rowe Price Value ETF
TVAL
$620M
$98.1K ﹤0.01%
2,877
VTGN icon
5990
VistaGen Therapeutics
VTGN
$24M
$97.7K ﹤0.01%
27,534
+15,387
ATOS icon
5991
Atossa Therapeutics
ATOS
$38.5M
$97.4K ﹤0.01%
7,490
-3,237
APRE icon
5992
Aprea Therapeutics
APRE
$6.16M
$97.1K ﹤0.01%
65,808
+2,477
GMOM icon
5993
Cambria Global Momentum ETF
GMOM
$140M
$97K ﹤0.01%
3,001
ENLT icon
5994
Enlight Renewable Energy
ENLT
$9.27B
$96.8K ﹤0.01%
3,106
-3,562
IQSU icon
5995
IQ Candriam US Large Cap Equity ETF
IQSU
$246M
$96.8K ﹤0.01%
1,819
-4,986
BW icon
5996
Babcock & Wilcox
BW
$1.02B
$96.8K ﹤0.01%
33,374
-27,187
HYFT
5997
MindWalk Holdings
HYFT
$55.6M
$96.3K ﹤0.01%
55,000
+45,000
FGSM
5998
Frontier Asset Global Small Cap Equity ETF
FGSM
$66.3M
$95.8K ﹤0.01%
+3,273
CNXT icon
5999
VanEck ChiNext ETF
CNXT
$67.3M
$95.7K ﹤0.01%
2,169
SEPW icon
6000
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$283M
$95.5K ﹤0.01%
+3,040
238 239
240
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