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
SKLZ icon
6026
Skillz
SKLZ
$60.4M
$102K ﹤0.01%
23,700
+2,938
EMTL icon
6027
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$90.3M
$102K ﹤0.01%
2,355
+1,231
PCM
6028
PCM Fund
PCM
$71.3M
$102K ﹤0.01%
16,614
+991
NYM
6029
AB New York Intermediate Municipal ETF
NYM
$1.3B
$102K ﹤0.01%
+4,075
TVAL icon
6030
T. Rowe Price Value ETF
TVAL
$651M
$101K ﹤0.01%
2,877
CV
6031
CapsoVision Inc
CV
$300M
$101K ﹤0.01%
9,463
-137
GMOM icon
6032
Cambria Global Momentum ETF
GMOM
$138M
$101K ﹤0.01%
3,001
LCTU icon
6033
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.43B
$100K ﹤0.01%
1,355
-186
PWRD
6034
TCW Transform Systems ETF
PWRD
$1.39B
$100K ﹤0.01%
1,042
+21
HTRB icon
6035
Hartford Total Return Bond ETF
HTRB
$2.29B
$100K ﹤0.01%
2,928
-17,689
SANG
6036
Sangoma Technologies
SANG
$140M
$99.9K ﹤0.01%
19,700
+3,800
CVE.WS
6037
DELISTED
Cenovus Energy Inc Warrants
CVE.WS
$99.4K ﹤0.01%
8,062
-76,874
BEEP icon
6038
Mobile Infrastructure Corp
BEEP
$85.3M
$99.2K ﹤0.01%
38,886
+17,280
WLTH
6039
Wealthfront Corp
WLTH
$1.67B
$99K ﹤0.01%
+7,284
IZEA icon
6040
IZEA Worldwide
IZEA
$75.4M
$98.8K ﹤0.01%
22,553
+3,527
DDLS icon
6041
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$467M
$98.8K ﹤0.01%
2,298
+2,198
ALTS
6042
ALT5 Sigma
ALTS
$125M
$98.5K ﹤0.01%
89,549
-11,717
OPAD icon
6043
Offerpad Solutions
OPAD
$39.9M
$98.2K ﹤0.01%
81,197
+6,192
IQSU icon
6044
IQ Candriam US Large Cap Equity ETF
IQSU
$310M
$97.6K ﹤0.01%
1,783
-36
EMBD icon
6045
Global X Emerging Markets Bond ETF
EMBD
$263M
$97.5K ﹤0.01%
4,060
+4,059
DJD icon
6046
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$460M
$97.4K ﹤0.01%
1,704
+471
SEIE
6047
SEI Select International Equity ETF
SEIE
$1.02B
$97.1K ﹤0.01%
2,986
+2,245
CIG.C icon
6048
CEMIG Ordinary Shares
CIG.C
$10.7B
$96.8K ﹤0.01%
37,292
-135
KNO
6049
AXS Knowledge Leaders ETF
KNO
$41.2M
$96.7K ﹤0.01%
1,886
+131
MGX icon
6050
Metagenomi Therapeutics
MGX
$55.7M
$96.7K ﹤0.01%
59,682
-181,652
240 241
242
243 244