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
PEW
6251
GrabAGun Digital Holdings
PEW
$88.2M
$51.3K ﹤0.01%
17,054
-24,481
CSHI icon
6252
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.01B
$51.3K ﹤0.01%
1,032
+911
ORR
6253
Militia Long/Short Equity ETF
ORR
$416M
$51.2K ﹤0.01%
1,500
GNOV icon
6254
FT Vest US Equity Moderate Buffer ETF November
GNOV
$312M
$51.1K ﹤0.01%
+1,286
SIF icon
6255
SIFCO Industries
SIF
$90.7M
$51.1K ﹤0.01%
+9,150
DEEF icon
6256
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
$58.1M
$50.8K ﹤0.01%
1,413
-83
WTRE icon
6257
WisdomTree New Economy Real Estate Fund
WTRE
$16.4M
$50.6K ﹤0.01%
2,378
-798
QID icon
6258
ProShares UltraShort QQQ
QID
$299M
$50.5K ﹤0.01%
2,501
-17,299
SEIQ icon
6259
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$592M
$50.5K ﹤0.01%
1,298
+1,297
LOOP icon
6260
Loop Industries
LOOP
$64.3M
$50.5K ﹤0.01%
50,511
+1,500
NTSI icon
6261
WisdomTree International Efficient Core Fund
NTSI
$498M
$50.5K ﹤0.01%
1,145
-2,141
EQS icon
6262
Equus Total Return
EQS
$20.1M
$50.5K ﹤0.01%
35,666
FSMD icon
6263
Fidelity Small-Mid Multifactor ETF
FSMD
$2.35B
$50.4K ﹤0.01%
1,143
-1,256
PASG icon
6264
Passage Bio
PASG
$37.4M
$50.4K ﹤0.01%
4,275
+3,937
SEIV icon
6265
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.25B
$50.4K ﹤0.01%
+1,213
ORMP icon
6266
Oramed Pharmaceuticals
ORMP
$157M
$50.3K ﹤0.01%
17,634
+710
PTIN icon
6267
Pacer Trendpilot International ETF
PTIN
$185M
$50.2K ﹤0.01%
1,597
+252
CRCA
6268
ProShares Ultra CRCL
CRCA
$190M
$50.1K ﹤0.01%
1,240
+540
HCMAW
6269
HCM III Acquisition Corp Warrants
HCMAW
$5.11M
$50K ﹤0.01%
100,000
+55,598
TOON icon
6270
Kartoon Studios
TOON
$38.5M
$49.7K ﹤0.01%
69,064
+16,520
PAPR icon
6271
Innovator US Equity Power Buffer ETF April
PAPR
$912M
$49.4K ﹤0.01%
1,264
DIG icon
6272
ProShares Ultra Energy
DIG
$82.8M
$48.9K ﹤0.01%
1,353
-1
TJUL icon
6273
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$142M
$48.6K ﹤0.01%
1,642
CAML icon
6274
Congress Large Cap Growth ETF
CAML
$372M
$48.6K ﹤0.01%
1,272
DSEP icon
6275
FT Vest US Equity Deep Buffer ETF September
DSEP
$344M
$48.5K ﹤0.01%
1,080
249 250
251
252 253