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
DJD icon
6126
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$447M
$68.1K ﹤0.01%
1,233
-1,203
EPRF icon
6127
Innovator S&P Investment Grade Preferred ETF
EPRF
$71.7M
$67.8K ﹤0.01%
3,711
-1
FID icon
6128
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$145M
$67.8K ﹤0.01%
3,441
GYRE icon
6129
Gyre Therapeutics
GYRE
$821M
$67K ﹤0.01%
8,981
-26,277
EGUS icon
6130
iShares ESG Aware MSCI USA Growth ETF
EGUS
$22.2M
$66.9K ﹤0.01%
+1,297
PXLW icon
6131
Pixelworks
PXLW
$39.7M
$66.5K ﹤0.01%
6,064
+3,898
MKTW icon
6132
MarketWise
MKTW
$35.6M
$66.4K ﹤0.01%
4,016
-2,393
CCEF icon
6133
Calamos CEF Income & Arbitrage ETF
CCEF
$29.9M
$66.2K ﹤0.01%
+2,276
PDEC icon
6134
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
$66.2K ﹤0.01%
1,575
JHPI icon
6135
John Hancock Preferred Income ETF
JHPI
$154M
$66K ﹤0.01%
2,848
-51
MRNO
6136
Murano Global Investments
MRNO
$54.1M
$65.9K ﹤0.01%
25,575
UHG icon
6137
United Homes Group
UHG
$68.2M
$64.9K ﹤0.01%
15,709
-1,743
ILLR
6138
DELISTED
Triller Group Inc
ILLR
$64.8K ﹤0.01%
78,092
-46,771
FFEB icon
6139
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
$64.5K ﹤0.01%
1,170
-96
BHM icon
6140
Bluerock Homes Trust
BHM
$41.5M
$64.4K ﹤0.01%
5,374
+1
LOT icon
6141
Lotus Technology
LOT
$781M
$64.4K ﹤0.01%
31,399
+996
SWAN icon
6142
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$378M
$64.2K ﹤0.01%
1,995
-1
PFFR icon
6143
InfraCap REIT Preferred ETF
PFFR
$110M
$64K ﹤0.01%
3,423
+38
VALU icon
6144
Value Line
VALU
$344M
$63.7K ﹤0.01%
1,630
-257
SFLR icon
6145
Innovator Equity Managed Floor ETF
SFLR
$1.5B
$63.7K ﹤0.01%
1,767
-829
DFVX icon
6146
Dimensional US Large Cap Vector ETF
DFVX
$462M
$63.6K ﹤0.01%
874
-61
UJAN icon
6147
Innovator US Equity Ultra Buffer ETF January
UJAN
$313M
$63.2K ﹤0.01%
1,500
-2,175
PHAR
6148
Pharming Group
PHAR
$1.14B
$63.1K ﹤0.01%
4,355
+1,455
GMGI icon
6149
Golden Matrix Group
GMGI
$72.4M
$62.8K ﹤0.01%
55,609
-31,645
BOTJ icon
6150
Bank Of The James
BOTJ
$93.8M
$62.8K ﹤0.01%
4,025
+440
244 245
246
247 248