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
SND icon
6251
Smart Sand
SND
$203M
$46.5K ﹤0.01%
21,722
+135
CV
6252
CapsoVision Inc
CV
$242M
$46.5K ﹤0.01%
+9,600
FIAX icon
6253
Nicholas Fixed Income Alternative ETF
FIAX
$142M
$46.4K ﹤0.01%
2,576
YOLO icon
6254
AdvisorShares Pure Cannabis ETF
YOLO
$36.8M
$46.4K ﹤0.01%
13,143
+7,966
AOTG icon
6255
AOT Growth and Innovation ETF
AOTG
$81.3M
$46.4K ﹤0.01%
846
UNCY icon
6256
Unicycive Therapeutics
UNCY
$146M
$46.3K ﹤0.01%
10,612
+9,612
BIBL icon
6257
Inspire 100 ETF
BIBL
$403M
$46.2K ﹤0.01%
1,039
+485
WOMN icon
6258
Impact Shares Womens Empowerment ETF Trading
WOMN
$59.2M
$46.1K ﹤0.01%
1,134
+1
FAZ icon
6259
Direxion Daily Financial Bear 3x Shares
FAZ
$108M
$46K ﹤0.01%
1,138
-2,804
IROQ icon
6260
IF Bancorp
IROQ
$90.1M
$45.9K ﹤0.01%
1,775
+759
DMA
6261
Destra Multi-Alternative Fund
DMA
$77.5M
$45.8K ﹤0.01%
5,296
+4,625
CEW
6262
WisdomTree Emerging Currency Strategy Fund
CEW
$15.6M
$45.7K ﹤0.01%
2,426
+1,025
DBND icon
6263
DoubleLine Opportunistic Bond ETF
DBND
$659M
$45.4K ﹤0.01%
975
+974
PMVP icon
6264
PMV Pharmaceuticals
PMVP
$70.2M
$45.4K ﹤0.01%
32,395
-1,700
FNOV icon
6265
FT Vest US Equity Buffer ETF November
FNOV
$1.16B
$45.1K ﹤0.01%
852
FCEF icon
6266
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$75M
$45.1K ﹤0.01%
1,969
+1
AGMH icon
6267
AGM Group Holdings
AGMH
$3.22M
$44.9K ﹤0.01%
+5,400
NBTX
6268
Nanobiotix
NBTX
$1.31B
$44.9K ﹤0.01%
2,378
-2,922
SOTK icon
6269
Sono-Tek
SOTK
$69.1M
$44.8K ﹤0.01%
10,120
-5
DAX icon
6270
Global X DAX Germany ETF
DAX
$296M
$44.8K ﹤0.01%
1,001
TISI icon
6271
Team
TISI
$66.6M
$44.8K ﹤0.01%
2,700
-612
TBX icon
6272
ProShares Short 7-10 Year Treasury
TBX
$12.4M
$44.7K ﹤0.01%
1,601
+1,597
ORMP icon
6273
Oramed Pharmaceuticals
ORMP
$139M
$44.7K ﹤0.01%
16,924
-15,171
MIND icon
6274
MIND Technology
MIND
$71.9M
$44.7K ﹤0.01%
5,522
+2,775
GROW icon
6275
US Global Investors
GROW
$43.9M
$44.7K ﹤0.01%
16,237
-1,500
249 250
251
252 253