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
TZA icon
6126
Direxion Daily Small Cap Bear 3x ETF
TZA
$239M
$75.1K ﹤0.01%
10,002
-41,598
DIVI icon
6127
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.48B
$75K ﹤0.01%
1,929
-2,645
HYFI icon
6128
AB High Yield ETF
HYFI
$327M
$74.9K ﹤0.01%
1,992
BOTJ icon
6129
Bank Of The James
BOTJ
$105M
$74.8K ﹤0.01%
4,025
HUHU
6130
HUHUTECH International Group
HUHU
$269M
$74.7K ﹤0.01%
7,720
-3,012
FIDI icon
6131
Fidelity International High Dividend ETF
FIDI
$310M
$74.7K ﹤0.01%
2,882
+2,076
MOTO icon
6132
Guinness Atkinson Smart Transportation & Technology ETF
MOTO
$12.5M
$74.6K ﹤0.01%
1,401
+1
NSPR icon
6133
InspireMD
NSPR
$63.2M
$74.5K ﹤0.01%
41,833
-44,178
CTSO icon
6134
Cytosorbents Corp
CTSO
$41.5M
$74.5K ﹤0.01%
116,480
+9,224
IMA
6135
ImageneBio Inc
IMA
$66M
$74.3K ﹤0.01%
10,771
+9,485
KIM.PRN icon
6136
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$83.6M
$74.2K ﹤0.01%
1,267
PURR
6137
Hyperliquid Strategies Inc
PURR
$795M
$74.2K ﹤0.01%
+20,842
PMAY icon
6138
Innovator US Equity Power Buffer ETF May
PMAY
$599M
$73.3K ﹤0.01%
1,852
+1,387
DFVX icon
6139
Dimensional US Large Cap Vector ETF
DFVX
$477M
$73.2K ﹤0.01%
985
+111
QINT icon
6140
American Century Quality Diversified International ETF
QINT
$587M
$72.7K ﹤0.01%
1,132
FEPI icon
6141
REX FANG & Innovation Equity Premium Income ETF
FEPI
$636M
$72.5K ﹤0.01%
1,592
-549
CNXT icon
6142
VanEck ChiNext ETF
CNXT
$73.7M
$72.5K ﹤0.01%
1,656
-513
FPA icon
6143
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$119M
$72.4K ﹤0.01%
1,938
-6
OKUR
6144
OnKure Therapeutics
OKUR
$68.4M
$72.4K ﹤0.01%
24,962
+7,748
FTLF icon
6145
FitLife Brands
FTLF
$87.5M
$71.2K ﹤0.01%
4,378
+1,232
EDRY icon
6146
EuroDry
EDRY
$63.5M
$71.1K ﹤0.01%
5,539
LGH icon
6147
HCM Defender 500 Index ETF
LGH
$546M
$71K ﹤0.01%
1,145
+1
HYTR icon
6148
CP High Yield Trend ETF
HYTR
$253M
$70.8K ﹤0.01%
3,260
+3,259
ACIO icon
6149
Aptus Collared Investment Opportunity ETF
ACIO
$2.26B
$70.8K ﹤0.01%
1,619
FID icon
6150
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$159M
$70.7K ﹤0.01%
3,441
244 245
246
247 248