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
USIO icon
6051
Usio Inc
USIO
$36.6M
$84.8K ﹤0.01%
59,735
-623
DBVT
6052
DBV Technologies
DBVT
$1.18B
$84.6K ﹤0.01%
8,464
-9,010
REVS icon
6053
Columbia Research Enhanced Value ETF
REVS
$200M
$84.4K ﹤0.01%
3,018
+332
OWLT icon
6054
Owlet
OWLT
$320M
$84.2K ﹤0.01%
9,938
+9,137
AIRJ
6055
Montana Technologies Corp
AIRJ
$215M
$84.2K ﹤0.01%
17,944
-8,347
EFAX icon
6056
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$515M
$84.1K ﹤0.01%
1,705
-4,819
DFIP icon
6057
Dimensional Inflation-Protected Securities ETF
DFIP
$1.06B
$83.9K ﹤0.01%
1,986
-442
TLSI icon
6058
TriSalus Life Sciences
TLSI
$269M
$83.6K ﹤0.01%
17,977
-38,351
PDEX icon
6059
Pro-Dex
PDEX
$143M
$83.4K ﹤0.01%
2,465
-1,767
CCEC
6060
Capital Clean Energy Carriers
CCEC
$1.36B
$83.3K ﹤0.01%
3,698
-729
DRV icon
6061
Direxion Daily Real Estate Bear 3X Shares
DRV
$34.4M
$83.2K ﹤0.01%
3,512
-2,330
NRSN icon
6062
NeuroSense Therapeutics
NRSN
$29.9M
$83K ﹤0.01%
66,400
-13,500
CVEO icon
6063
Civeo
CVEO
$319M
$82.9K ﹤0.01%
3,606
-2,253
RILY icon
6064
BRC Group Holdings
RILY
$211M
$82.9K ﹤0.01%
13,869
-3,335
BAPR icon
6065
Innovator US Equity Buffer ETF April
BAPR
$349M
$82.7K ﹤0.01%
1,763
SPUS icon
6066
SP Funds S&P 500 Sharia ETF
SPUS
$2.07B
$82.5K ﹤0.01%
1,669
-392
WWJD icon
6067
Inspire International ETF
WWJD
$492M
$82.1K ﹤0.01%
2,328
+1,801
HOVR icon
6068
New Horizon Aircraft
HOVR
$90.3M
$81.9K ﹤0.01%
32,240
+29,669
NTIC icon
6069
Northern Technologies International Corp
NTIC
$84.2M
$81.6K ﹤0.01%
10,579
-11,301
SPRO icon
6070
Spero Therapeutics
SPRO
$125M
$81.5K ﹤0.01%
43,378
+34,157
OVL icon
6071
Overlay Shares Large Cap Equity ETF
OVL
$177M
$81.1K ﹤0.01%
1,550
-507
CTM icon
6072
Castellum
CTM
$93.6M
$80.3K ﹤0.01%
+73,714
EQS icon
6073
Equus Total Return
EQS
$19.3M
$80.2K ﹤0.01%
35,666
FLYX icon
6074
flyExclusive
FLYX
$72.9M
$79.8K ﹤0.01%
16,152
+4,052
TWN
6075
Taiwan Fund
TWN
$390M
$79.7K ﹤0.01%
1,472