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
VGSR icon
6151
Vert Global Sustainable Real Estate ETF
VGSR
$508M
$70.6K ﹤0.01%
6,789
+5,794
CCEC
6152
Capital Clean Energy Carriers
CCEC
$1.21B
$70.3K ﹤0.01%
3,370
-328
VFQY icon
6153
Vanguard US Quality Factor ETF
VFQY
$441M
$70.1K ﹤0.01%
457
+84
CLIP icon
6154
Global X 1-3 Month T-Bill ETF
CLIP
$2.5B
$70K ﹤0.01%
699
-186
NAK
6155
Northern Dynasty Minerals
NAK
$1.18B
$69.9K ﹤0.01%
35,483
-4,102
BIVI icon
6156
BioVie
BIVI
$11.8M
$69.9K ﹤0.01%
60,222
+29,925
BATT icon
6157
Amplify Lithium & Battery Technology ETF
BATT
$128M
$69.5K ﹤0.01%
5,036
-282
DLTH icon
6158
Duluth Holdings
DLTH
$122M
$69.4K ﹤0.01%
33,382
-267
HDUS
6159
Hartford Disciplined US Equity ETF
HDUS
$176M
$69.4K ﹤0.01%
1,063
-114
UEIC icon
6160
Universal Electronics
UEIC
$52.2M
$69.2K ﹤0.01%
19,160
-15,046
SPUS icon
6161
SP Funds S&P 500 Sharia ETF
SPUS
$2.31B
$68.9K ﹤0.01%
1,349
-320
HAUZ icon
6162
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$68.7K ﹤0.01%
2,959
+482
MBND icon
6163
State Street Nuveen Municipal Bond ETF
MBND
$27.3M
$68.4K ﹤0.01%
2,501
+2,500
GNTA
6164
Genenta Science
GNTA
$17.2M
$68.4K ﹤0.01%
45,900
+43,700
PDEC icon
6165
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$68.3K ﹤0.01%
1,575
VFMV icon
6166
Vanguard US Minimum Volatility ETF
VFMV
$431M
$68.3K ﹤0.01%
524
-2
VFS icon
6167
VinFast Auto
VFS
$9.85B
$67.9K ﹤0.01%
20,342
-7,765
NTHI
6168
NeOnc Technologies
NTHI
$131M
$67.8K ﹤0.01%
+8,204
NEWZ
6169
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$18.8M
$67.7K ﹤0.01%
2,493
MBCC icon
6170
Monarch Blue Chips Core Index ETF
MBCC
$163M
$67.6K ﹤0.01%
1,831
+1,829
BMAY icon
6171
Innovator US Equity Buffer ETF May
BMAY
$144M
$67.2K ﹤0.01%
1,500
+750
BCSS.WS
6172
Bain Capital GSS Investment Corp Warrants
BCSS.WS
$67K ﹤0.01%
+102,651
SBC
6173
SBC Medical Group
SBC
$461M
$66.8K ﹤0.01%
15,506
+9,612
QBIG
6174
Invesco Top QQQ ETF
QBIG
$41.2M
$66.8K ﹤0.01%
+1,736
MKOR icon
6175
Matthews Korea Active ETF
MKOR
$123M
$66.6K ﹤0.01%
1,936
-15
245 246
247
248 249