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
CCCX
6076
DELISTED
Churchill Capital Corp X
CCCX
$79.6K ﹤0.01%
+6,192
ADVM
6077
DELISTED
Adverum Biotechnologies
ADVM
$79.5K ﹤0.01%
17,555
-35,382
CREX icon
6078
Creative Realities
CREX
$36.2M
$78.3K ﹤0.01%
34,200
ACGR
6079
American Century Large Cap Growth ETF
ACGR
$16.4M
$78.3K ﹤0.01%
1,200
DRLL icon
6080
Strive US Energy ETF
DRLL
$282M
$78.1K ﹤0.01%
2,718
+437
SPRU icon
6081
Spruce Power Holding Corp
SPRU
$73.4M
$78.1K ﹤0.01%
31,896
SANG
6082
Sangoma Technologies
SANG
$154M
$78.1K ﹤0.01%
15,900
-4,100
SKYX icon
6083
SKYX Platforms
SKYX
$278M
$77.9K ﹤0.01%
69,567
-99,467
FDEC icon
6084
FT Vest US Equity Buffer ETF December
FDEC
$1.27B
$77.8K ﹤0.01%
1,579
-108
ICLO icon
6085
Invesco AAA CLO Floating Rate Note ETF
ICLO
$415M
$77.3K ﹤0.01%
3,017
+2,335
IBHK
6086
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$50.6M
$77K ﹤0.01%
+2,949
GNFT
6087
DELISTED
Genfit
GNFT
$76.5K ﹤0.01%
20,120
-7,300
BEEP icon
6088
Mobile Infrastructure Corp
BEEP
$128M
$76.1K ﹤0.01%
21,606
-6,763
DWAW icon
6089
AdvisorShares Dorsey Wright FSM All Cap World ETF
DWAW
$90.1M
$76K ﹤0.01%
1,732
-23
SNES icon
6090
SenesTech
SNES
$11.9M
$75.9K ﹤0.01%
17,300
+15,200
HDUS
6091
Hartford Disciplined US Equity ETF
HDUS
$165M
$75.8K ﹤0.01%
1,177
-3
LZMH
6092
LZ Technology Holdings
LZMH
$167M
$75.7K ﹤0.01%
23,022
+12,397
DBE icon
6093
Invesco DB Energy Fund
DBE
$47.1M
$75.7K ﹤0.01%
3,981
-1,133
HNVR icon
6094
Hanover Bancorp
HNVR
$155M
$75.7K ﹤0.01%
3,371
-5,108
HYFI icon
6095
AB High Yield ETF
HYFI
$310M
$75.6K ﹤0.01%
1,992
CVR icon
6096
Chicago Rivet & Machine Co
CVR
$13.5M
$75.6K ﹤0.01%
7,230
-695
KIM.PRN icon
6097
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$84.3M
$75.4K ﹤0.01%
1,267
DTI icon
6098
Drilling Tools International
DTI
$124M
$74.5K ﹤0.01%
32,407
-46,501
STXG icon
6099
Strive 1000 Growth ETF
STXG
$140M
$73.3K ﹤0.01%
1,469
+1,468
ARAI
6100
Arrive AI Inc
ARAI
$42.3M
$73.3K ﹤0.01%
20,125
-2,889
242 243
244
245 246