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
QAT icon
6176
iShares MSCI Qatar ETF
QAT
$89.1M
$66.6K ﹤0.01%
3,538
-70,446
MKTW icon
6177
MarketWise
MKTW
$43.1M
$66.4K ﹤0.01%
4,420
+404
CVEO icon
6178
Civeo
CVEO
$330M
$66.1K ﹤0.01%
2,890
-716
STTK icon
6179
Shattuck Labs
STTK
$569M
$66.1K ﹤0.01%
18,108
+1,457
SCYB icon
6180
Schwab High Yield Bond ETF
SCYB
$2.41B
$65.9K ﹤0.01%
2,494
+2,360
LOAN
6181
Manhattan Bridge Capital
LOAN
$53M
$65.7K ﹤0.01%
14,130
-2,001
APRE icon
6182
Aprea Therapeutics
APRE
$11.5M
$65.7K ﹤0.01%
77,030
+11,222
TOPS icon
6183
TOP Ships
TOPS
$16.6M
$65.4K ﹤0.01%
14,500
-2,200
EPRF icon
6184
Innovator S&P Investment Grade Preferred ETF
EPRF
$72.8M
$65.3K ﹤0.01%
3,711
KPTI icon
6185
Karyopharm Therapeutics
KPTI
$194M
$65.2K ﹤0.01%
8,858
-16,908
SFLR icon
6186
Innovator Equity Managed Floor ETF
SFLR
$1.6B
$65.2K ﹤0.01%
1,768
+1
UFEB icon
6187
Innovator US Equity Ultra Buffer ETF February
UFEB
$247M
$65K ﹤0.01%
1,766
+1,032
SEIS
6188
SEI Select Small Cap ETF
SEIS
$486M
$64.9K ﹤0.01%
2,323
+2,064
DCOR icon
6189
Dimensional US Core Equity 1 ETF
DCOR
$2.89B
$64.9K ﹤0.01%
881
+467
IBTQ
6190
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$168M
$64.5K ﹤0.01%
+2,530
FLMB icon
6191
Franklin Municipal Green Bond ETF
FLMB
$86.1M
$64.3K ﹤0.01%
2,702
+2,524
UPRO icon
6192
ProShares UltraPro S&P 500
UPRO
$5.08B
$63.2K ﹤0.01%
545
+10
DBE icon
6193
Invesco DB Energy Fund
DBE
$75.2M
$62.9K ﹤0.01%
3,601
-380
IVVB icon
6194
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$124M
$62.9K ﹤0.01%
+1,901
HLAL icon
6195
Wahed FTSE USA Shariah ETF
HLAL
$798M
$62.7K ﹤0.01%
1,010
GF
6196
New Germany Fund
GF
$194M
$62.6K ﹤0.01%
5,483
+133
PFFR icon
6197
InfraCap REIT Preferred ETF
PFFR
$115M
$62.4K ﹤0.01%
3,462
+39
DTI icon
6198
Drilling Tools International
DTI
$106M
$61.7K ﹤0.01%
25,180
-7,227
FDIG icon
6199
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$269M
$61.3K ﹤0.01%
1,591
-304
HERO icon
6200
Global X Video Games & Esports ETF
HERO
$86.7M
$61.3K ﹤0.01%
2,058
-546
246 247
248
249 250