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
CORZZ icon
6026
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.47B
$90.2K ﹤0.01%
5,028
-13,186
JCPI icon
6027
JPMorgan Inflation Managed Bond ETF
JCPI
$795M
$89.7K ﹤0.01%
1,838
+1,664
EXOD
6028
Exodus Movement Inc
EXOD
$306M
$89.6K ﹤0.01%
3,227
-58,956
MAXN icon
6029
Maxeon Solar Technologies
MAXN
$45.4M
$89.3K ﹤0.01%
26,645
-4,536
YDKG
6030
Yueda Digital Holding
YDKG
$5.21M
$89.1K ﹤0.01%
258
-12
CLIP icon
6031
Global X 1-3 Month T-Bill ETF
CLIP
$2.15B
$88.9K ﹤0.01%
885
-400
ELBM
6032
Electra Battery Materials
ELBM
$73.8M
$88.7K ﹤0.01%
72,707
+28,126
KNO
6033
AXS Knowledge Leaders ETF
KNO
$41.4M
$88.6K ﹤0.01%
1,755
LOAN
6034
Manhattan Bridge Capital
LOAN
$50.9M
$88.5K ﹤0.01%
16,131
+1
PJAN icon
6035
Innovator US Equity Power Buffer ETF January
PJAN
$1.54B
$88.5K ﹤0.01%
1,932
-9,163
BTCS icon
6036
BTCS Inc
BTCS
$77.8M
$88.4K ﹤0.01%
18,311
+15,309
FLD
6037
Fold Holdings
FLD
$71.5M
$88.3K ﹤0.01%
22,870
+14,224
HERO icon
6038
Global X Video Games & Esports ETF
HERO
$87.5M
$88.2K ﹤0.01%
2,604
+16
CSPI icon
6039
CSP Inc
CSPI
$91.5M
$88.2K ﹤0.01%
7,634
-3,438
AMBR
6040
Amber International Holding Ltd
AMBR
$242M
$87.8K ﹤0.01%
26,202
-3,738
INNV icon
6041
InnovAge Holding
INNV
$1.26B
$87.2K ﹤0.01%
16,905
-11,937
GLSI icon
6042
Greenwich LifeSciences
GLSI
$390M
$86.8K ﹤0.01%
8,721
-3,045
XJH icon
6043
iShares ESG Screened S&P Mid-Cap ETF
XJH
$367M
$86.2K ﹤0.01%
1,965
+4
MLCI
6044
Mount Logan Capital Inc
MLCI
$66.7M
$86.1K ﹤0.01%
+11,042
TCI icon
6045
Transcontinental Realty Investors
TCI
$339M
$86.1K ﹤0.01%
1,867
-989
BNOV icon
6046
Innovator US Equity Buffer ETF November
BNOV
$218M
$86.1K ﹤0.01%
1,979
COE
6047
51Talk Online Education Group
COE
$164M
$85.9K ﹤0.01%
1,941
+1,915
CORZW icon
6048
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.14B
$85.8K ﹤0.01%
7,378
-3,214
STSS icon
6049
Sharps Technology
STSS
$52.2M
$85.3K ﹤0.01%
+13,076
QMMM
6050
QMMM Holdings
QMMM
$84.9K ﹤0.01%
+711
240 241
242
243 244