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
FTLF icon
6151
FitLife Brands
FTLF
$142M
$62.6K ﹤0.01%
3,146
-1,841
XJUN icon
6152
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$139M
$62K ﹤0.01%
1,470
GF
6153
New Germany Fund
GF
$195M
$61.9K ﹤0.01%
5,350
QBER
6154
TrueShares Quarterly Bear Hedge ETF
QBER
$191M
$61.6K ﹤0.01%
+2,499
LCUT icon
6155
Lifetime Brands
LCUT
$76.1M
$61.5K ﹤0.01%
15,882
-3,343
GHRS icon
6156
GH Research
GHRS
$962M
$60.7K ﹤0.01%
4,242
-276,760
BGFV
6157
DELISTED
Big 5 Sporting Goods
BGFV
$60.6K ﹤0.01%
42,050
-6,437
KNDI
6158
Kandi Technologies Group
KNDI
$82.9M
$60.3K ﹤0.01%
49,838
+2,308
HLAL icon
6159
Wahed FTSE USA Shariah ETF
HLAL
$753M
$59.9K ﹤0.01%
1,010
AIEQ icon
6160
Amplify AI Powered Equity ETF
AIEQ
$118M
$59.9K ﹤0.01%
1,335
ACET icon
6161
Adicet Bio
ACET
$70.8M
$59.7K ﹤0.01%
4,605
+91
UPRO icon
6162
ProShares UltraPro S&P 500
UPRO
$4.61B
$59.7K ﹤0.01%
535
-3,794
VCEB icon
6163
Vanguard ESG US Corporate Bond ETF
VCEB
$1.05B
$59.5K ﹤0.01%
927
+9
PNBK icon
6164
Patriot National Bancorp
PNBK
$149M
$59.4K ﹤0.01%
45,661
-72,831
NFTY icon
6165
First Trust India Nifty 50 Equal Weight ETF
NFTY
$165M
$59.3K ﹤0.01%
1,042
+1
WINN icon
6166
Harbor Long-Term Growers ETF
WINN
$1.01B
$59.2K ﹤0.01%
1,900
+1,010
QMAR icon
6167
FT Vest Growth-100 Buffer ETF March
QMAR
$464M
$59.2K ﹤0.01%
1,839
-145
SVA
6168
DELISTED
Sinovac Biotech, Ltd
SVA
$59.2K ﹤0.01%
9,144
+800
GIFI
6169
DELISTED
Gulf Island Fabrication
GIFI
$58.9K ﹤0.01%
8,396
-1,520
MKOR icon
6170
Matthews Korea Active ETF
MKOR
$109M
$58.9K ﹤0.01%
1,951
-374
HTZWW
6171
Hertz Global Holdings Warrants
HTZWW
$200M
$58.9K ﹤0.01%
15,837
+323
TORO icon
6172
Toro Corp
TORO
$110M
$58.7K ﹤0.01%
18,698
+14,764
AVSE icon
6173
Avantis Responsible Emerging Markets Equity ETF
AVSE
$201M
$58.6K ﹤0.01%
922
PSCU icon
6174
Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
$14M
$58.5K ﹤0.01%
1,016
+554
PAUG icon
6175
Innovator US Equity Power Buffer ETF August
PAUG
$892M
$58.4K ﹤0.01%
1,375
245 246
247
248 249