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
MIMI
6001
Mint Inc
MIMI
$9.03M
$95.2K ﹤0.01%
+12,131
KHPI
6002
Kensington Hedged Premium Income ETF
KHPI
$314M
$95.1K ﹤0.01%
3,726
+3,664
SMCL
6003
GraniteShares 2x Long SMCI Daily ETF
SMCL
$53.8M
$95K ﹤0.01%
+6,500
EP icon
6004
Empire Petroleum
EP
$108M
$94.7K ﹤0.01%
20,953
-8,167
AREN icon
6005
Arena Group
AREN
$143M
$94.5K ﹤0.01%
17,267
-4,980
WGMI icon
6006
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$208M
$94.1K ﹤0.01%
2,126
WANT icon
6007
Direxion Daily Consumer Discretionary Bull 3X Shares
WANT
$20.7M
$94K ﹤0.01%
1,763
-14
FTQI icon
6008
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$762M
$93.9K ﹤0.01%
4,558
-4,865
TDI icon
6009
Touchstone Dynamic International ETF
TDI
$125M
$93.6K ﹤0.01%
2,512
YLDE icon
6010
ClearBridge Dividend Strategy ESG ETF
YLDE
$118M
$93.5K ﹤0.01%
1,712
VRCA icon
6011
Verrica Pharmaceuticals
VRCA
$87.5M
$93.5K ﹤0.01%
21,688
+19,061
UYLD icon
6012
Angel Oak UltraShort Income ETF
UYLD
$1.35B
$93.1K ﹤0.01%
1,820
FDIG icon
6013
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$241M
$93K ﹤0.01%
1,895
-151
XDEC icon
6014
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$169M
$92.9K ﹤0.01%
2,316
BUSA icon
6015
Brandes US Value ETF
BUSA
$313M
$92.6K ﹤0.01%
2,654
SENEB
6016
Seneca Foods Class B
SENEB
$940M
$91.9K ﹤0.01%
863
+301
QMOM icon
6017
Alpha Architect US Quantitative Momentum ETF
QMOM
$390M
$91.2K ﹤0.01%
1,414
+10
TCHP icon
6018
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.79B
$91.1K ﹤0.01%
1,863
+1,261
IKT icon
6019
Inhibikase Therapeutics
IKT
$253M
$90.8K ﹤0.01%
56,019
-43,659
ACLC
6020
American Century Large Cap Equity ETF
ACLC
$275M
$90.6K ﹤0.01%
1,173
-10
VFS icon
6021
VinFast Auto
VFS
$7.65B
$90.5K ﹤0.01%
28,107
-6,033
FLV icon
6022
American Century Focused Large Cap Value ETF
FLV
$327M
$90.3K ﹤0.01%
1,224
+1
ASMB icon
6023
Assembly Biosciences
ASMB
$468M
$90.3K ﹤0.01%
3,527
+1,378
RBKB icon
6024
Rhinebeck Bancorp
RBKB
$178M
$90.3K ﹤0.01%
7,948
+1,319
HDL
6025
Super Hi International Holding
HDL
$90.3K ﹤0.01%
5,015
+5
239 240
241
242 243