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
FENG
6076
Phoenix New Media
FENG
$21.3M
$90.2K ﹤0.01%
54,002
-9,441
WEAT icon
6077
Teucrium Wheat Fund
WEAT
$273M
$90.2K ﹤0.01%
4,515
-2,259
NTIC icon
6078
Northern Technologies International Corp
NTIC
$77M
$89.7K ﹤0.01%
11,452
+873
DFCF icon
6079
Dimensional Core Fixed Income ETF
DFCF
$9.79B
$89.6K ﹤0.01%
2,105
+456
DDI
6080
DoubleDown Interactive
DDI
$432M
$89.5K ﹤0.01%
10,372
-743
JCPI icon
6081
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
$88.6K ﹤0.01%
1,838
SHMD
6082
SCHMID Group
SHMD
$384M
$88.4K ﹤0.01%
+14,275
XJH icon
6083
iShares ESG Screened S&P Mid-Cap ETF
XJH
$372M
$88.1K ﹤0.01%
1,972
+7
GRCE
6084
Grace Therapeutics
GRCE
$71.2M
$88K ﹤0.01%
25,448
+23,600
NEPH icon
6085
Nephros
NEPH
$31.4M
$87.6K ﹤0.01%
17,959
+16,044
KMDA icon
6086
Kamada
KMDA
$490M
$87.6K ﹤0.01%
12,411
-55,657
WAVE
6087
Eco Wave Power Global
WAVE
$36.5M
$87.4K ﹤0.01%
14,970
-4,250
VUSE icon
6088
Vident US Equity Strategy ETF
VUSE
$646M
$87.4K ﹤0.01%
1,323
+522
OVL icon
6089
Overlay Shares Large Cap Equity ETF
OVL
$189M
$87K ﹤0.01%
1,635
+85
TWN
6090
Taiwan Fund
TWN
$460M
$86.8K ﹤0.01%
1,625
+153
TUG icon
6091
STF Tactical Growth ETF
TUG
$33.4M
$86.1K ﹤0.01%
2,170
-9,513
EFAX icon
6092
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$508M
$86K ﹤0.01%
1,704
-1
QMOM icon
6093
Alpha Architect US Quantitative Momentum ETF
QMOM
$427M
$85.7K ﹤0.01%
1,313
-101
QMMM
6094
QMMM Holdings
QMMM
$6.83B
$84.9K ﹤0.01%
711
BAPR icon
6095
Innovator US Equity Buffer ETF April
BAPR
$377M
$84.6K ﹤0.01%
1,763
BNAI
6096
Brand Engagement Network
BNAI
$223M
$84.6K ﹤0.01%
36,459
+33,758
APYX icon
6097
Apyx Medical
APYX
$166M
$84.2K ﹤0.01%
24,069
+10,404
WWJD icon
6098
Inspire International ETF
WWJD
$510M
$83.3K ﹤0.01%
2,284
-44
DFSU icon
6099
Dimensional US Sustainability Core 1 ETF
DFSU
$2.04B
$83.2K ﹤0.01%
1,916
+1,915
BKCH icon
6100
Global X Blockchain ETF
BKCH
$265M
$83.1K ﹤0.01%
1,301
-75
242 243
244
245 246