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
OCS icon
6201
Oculis Holding
OCS
$1.59B
$60.9K ﹤0.01%
3,050
-3,366
SDOW icon
6202
ProShares UltraPro Short Dow 30
SDOW
$133M
$60.8K ﹤0.01%
1,902
+1,674
FOXX
6203
Foxx Development Holdings
FOXX
$40.6M
$60.8K ﹤0.01%
13,099
-10,000
CAMP icon
6204
CAMP4 Therapeutics
CAMP
$233M
$60.8K ﹤0.01%
9,914
+9,911
BAK icon
6205
Braskem
BAK
$1.42B
$60.4K ﹤0.01%
20,471
-321,269
AIEQ icon
6206
Amplify AI Powered Equity ETF
AIEQ
$119M
$60.3K ﹤0.01%
1,336
+1
OVID icon
6207
Ovid Therapeutics
OVID
$439M
$60.2K ﹤0.01%
36,952
+34,638
SIEB icon
6208
Siebert Financial
SIEB
$78.2M
$60.1K ﹤0.01%
17,133
+4,132
WYHG
6209
Wing Yip Food Holdings
WYHG
$26.7M
$60.1K ﹤0.01%
109,197
-62,811
VCEB icon
6210
Vanguard ESG US Corporate Bond ETF
VCEB
$1.21B
$59.7K ﹤0.01%
938
+11
UP icon
6211
Wheels Up
UP
$294M
$59.5K ﹤0.01%
90,709
-46,387
PAUG icon
6212
Innovator US Equity Power Buffer ETF August
PAUG
$884M
$59.5K ﹤0.01%
1,375
SVA
6213
DELISTED
Sinovac Biotech, Ltd
SVA
$59.2K ﹤0.01%
9,144
QMAR icon
6214
FT Vest Growth-100 Buffer ETF March
QMAR
$515M
$58.3K ﹤0.01%
1,767
-72
BHM icon
6215
Bluerock Homes Trust
BHM
$44.2M
$58.3K ﹤0.01%
5,461
+87
MLPB icon
6216
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$227M
$58.2K ﹤0.01%
2,300
XJUN icon
6217
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$179M
$58.1K ﹤0.01%
1,353
-117
BUSA icon
6218
Brandes US Value ETF
BUSA
$292M
$58K ﹤0.01%
1,588
-1,066
IRD
6219
Opus Genetics
IRD
$409M
$57.6K ﹤0.01%
28,665
+59
NANC icon
6220
Unusual Whales Subversive Democratic Trading ETF
NANC
$263M
$57.5K ﹤0.01%
1,259
CSTE icon
6221
Caesarstone
CSTE
$57.1M
$56.9K ﹤0.01%
30,566
-6,097
JUCY icon
6222
Aptus Enhanced Yield ETF
JUCY
$234M
$56.6K ﹤0.01%
2,548
+577
QBER
6223
TrueShares Quarterly Bear Hedge ETF
QBER
$62.8M
$56.5K ﹤0.01%
2,359
-140
BILT
6224
iShares Infrastructure Active ETF
BILT
$25.7M
$56.5K ﹤0.01%
+2,184
SLSN
6225
Solesence Inc
SLSN
$88.3M
$56.3K ﹤0.01%
35,288
+19,497
247 248
249
250 251