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
TVGN icon
6101
Tevogen Bio Holdings
TVGN
$30.7M
$82.9K ﹤0.01%
5,005
+2,472
MUSQ icon
6102
MUSQ Global Music Industry ETF
MUSQ
$22.9M
$82.7K ﹤0.01%
+2,937
WGMI icon
6103
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$220M
$81.4K ﹤0.01%
2,126
NBCR
6104
Neuberger Core Equity ETF
NBCR
$837M
$81.2K ﹤0.01%
+2,578
IPHA
6105
Innate Pharma
IPHA
$156M
$81.2K ﹤0.01%
46,394
-7,170
DRLL icon
6106
Strive US Energy ETF
DRLL
$284M
$80.9K ﹤0.01%
2,834
+116
FDEC icon
6107
FT Vest US Equity Buffer ETF December
FDEC
$1.3B
$80.8K ﹤0.01%
1,579
HDL
6108
Super Hi International Holding
HDL
$856M
$80.6K ﹤0.01%
5,016
+1
TORO icon
6109
Toro Corp
TORO
$113M
$80.3K ﹤0.01%
15,207
-3,491
ACTU
6110
Actuate Therapeutics
ACTU
$54.8M
$80.3K ﹤0.01%
13,119
+5,493
DIT icon
6111
AMCON Distributing
DIT
$93.3M
$80.2K ﹤0.01%
1,145
-180
IPO icon
6112
Renaissance IPO ETF
IPO
$137M
$80.1K ﹤0.01%
1,754
-1,284
NBJP
6113
Neuberger Japan Equity ETF
NBJP
$127M
$79.5K ﹤0.01%
2,581
-1,602
ACGR
6114
American Century Large Cap Growth ETF
ACGR
$12M
$79.3K ﹤0.01%
1,200
ADUR
6115
Aduro Clean Technologies
ADUR
$379M
$77.9K ﹤0.01%
7,523
+5,034
AMTX icon
6116
Aemetis
AMTX
$155M
$77.7K ﹤0.01%
55,925
-35,641
TLSA icon
6117
Tiziana Life Sciences
TLSA
$158M
$77.7K ﹤0.01%
52,156
-44,946
PTRB icon
6118
PGIM Total Return Bond ETF
PTRB
$898M
$77.2K ﹤0.01%
1,835
+634
CNTY icon
6119
Century Casinos
CNTY
$42.7M
$77.1K ﹤0.01%
57,955
-2,420
DWAW icon
6120
AdvisorShares Dorsey Wright FSM All Cap World ETF
DWAW
$89.2M
$76.5K ﹤0.01%
1,733
+1
NEOV icon
6121
NeoVolta
NEOV
$132M
$76.5K ﹤0.01%
25,154
-5,722
BBBY.WS
6122
Bed Bath & Beyond Warrants
BBBY.WS
$76.4K ﹤0.01%
+115,697
USIO icon
6123
Usio Inc
USIO
$33.9M
$76.3K ﹤0.01%
56,135
-3,600
FFLC icon
6124
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.07B
$75.5K ﹤0.01%
1,414
+494
NAUT icon
6125
Nautilus Biotechnolgy
NAUT
$383M
$75.2K ﹤0.01%
38,584
+12,856
243 244
245
246 247