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
MID icon
6051
American Century Mid Cap Growth Impact ETF
MID
$92.9M
$96.6K ﹤0.01%
1,482
+1
OMEX icon
6052
Odyssey Marine Exploration
OMEX
$61.9M
$96.5K ﹤0.01%
49,214
+48,759
REVS icon
6053
Columbia Research Enhanced Value ETF
REVS
$202M
$96.2K ﹤0.01%
3,400
+382
SRFM icon
6054
Surf Air Mobility
SRFM
$105M
$95.9K ﹤0.01%
49,437
+42,059
FTQI icon
6055
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$831M
$94.9K ﹤0.01%
4,559
+1
XDEC icon
6056
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$172M
$94.8K ﹤0.01%
2,316
ALXO icon
6057
ALX Oncology
ALXO
$220M
$94.6K ﹤0.01%
83,757
-1,533
DRTS icon
6058
Alpha Tau Medical
DRTS
$707M
$94.6K ﹤0.01%
19,113
-30,895
LITS
6059
Lite Strategy Inc
LITS
$42.9M
$94.3K ﹤0.01%
71,458
+56,830
NEGG icon
6060
Newegg Commerce
NEGG
$939M
$94.1K ﹤0.01%
1,854
-13,686
RVPH icon
6061
Reviva Pharmaceuticals
RVPH
$10.9M
$94.1K ﹤0.01%
16,866
+16,660
SENEB
6062
Seneca Foods Class B
SENEB
$1.08B
$94K ﹤0.01%
863
AUST icon
6063
Austin Gold Corp
AUST
$20.5M
$93.8K ﹤0.01%
63,400
-112,969
BCFN
6064
Baron Financials ETF
BCFN
$48.7M
$93.3K ﹤0.01%
+3,749
JIVE icon
6065
JPMorgan International Value ETF
JIVE
$2.16B
$93.3K ﹤0.01%
1,162
+855
MCHPP
6066
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$93.2K ﹤0.01%
1,600
-51,478
BETZ icon
6067
Roundhill Sports Betting & iGaming ETF
BETZ
$53.1M
$93.2K ﹤0.01%
4,442
+99
YLDE icon
6068
ClearBridge Dividend Strategy ESG ETF
YLDE
$151M
$92.8K ﹤0.01%
1,712
FLV icon
6069
American Century Focused Large Cap Value ETF
FLV
$338M
$92.7K ﹤0.01%
1,223
-1
STEX
6070
Streamex Corp
STEX
$108M
$92.4K ﹤0.01%
30,484
+26,060
ACLC
6071
American Century Large Cap Equity ETF
ACLC
$303M
$91.9K ﹤0.01%
1,173
KURE icon
6072
KraneShares MSCI All China Health Care Index ETF
KURE
$84.5M
$91.4K ﹤0.01%
5,362
-3,687
RPID icon
6073
Rapid Micro Biosystems
RPID
$104M
$91K ﹤0.01%
31,389
+10,839
PJAN icon
6074
Innovator US Equity Power Buffer ETF January
PJAN
$1.58B
$90.8K ﹤0.01%
1,932
MINN icon
6075
Mairs & Power Minnesota Municipal Bond ETF
MINN
$44.9M
$90.2K ﹤0.01%
4,001
+3,999
241 242
243
244 245