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
STTK icon
6301
Shattuck Labs
STTK
$247M
$39.8K ﹤0.01%
16,651
-7,437
LDSF icon
6302
First Trust Low Duration Strategic Focus ETF
LDSF
$154M
$39.5K ﹤0.01%
2,067
-3,571
FWDI
6303
Forward Industries Inc
FWDI
$371M
$39.5K ﹤0.01%
1,545
+1,544
PHDG icon
6304
Invesco S&P 500 Downside Hedged ETF
PHDG
$64.9M
$39.3K ﹤0.01%
1,054
-3,417
IDX icon
6305
VanEck Indonesia Index ETF
IDX
$40M
$39.1K ﹤0.01%
2,427
+1,316
TOON icon
6306
Kartoon Studios
TOON
$31M
$38.8K ﹤0.01%
52,544
+19,280
NXTT icon
6307
Next Technology
NXTT
$16.8M
$38.8K ﹤0.01%
1,557
+239
ANIX icon
6308
Anixa Biosciences
ANIX
$99.1M
$38.5K ﹤0.01%
11,669
-9,734
BEEM icon
6309
Beam Global
BEEM
$30.4M
$38.4K ﹤0.01%
13,321
-490
NOCT icon
6310
Innovator Growth-100 Power Buffer ETF October
NOCT
$253M
$38.3K ﹤0.01%
674
FDTX icon
6311
Fidelity Disruptive Technology ETF
FDTX
$185M
$38.2K ﹤0.01%
943
QQH icon
6312
HCM Defender 100 Index ETF
QQH
$682M
$38.2K ﹤0.01%
501
NEXA icon
6313
Nexa Resources
NEXA
$1.56B
$38.2K ﹤0.01%
7,662
-4,796
WSBK
6314
Winchester Bancorp
WSBK
$117M
$38.2K ﹤0.01%
+4,000
IXHL icon
6315
Incannex Healthcare
IXHL
$57.4M
$38.1K ﹤0.01%
81,993
+52,145
SIEB icon
6316
Siebert Financial
SIEB
$83.7M
$38K ﹤0.01%
13,001
-23,079
HOWL icon
6317
Werewolf Therapeutics
HOWL
$31M
$37.9K ﹤0.01%
19,252
-7,948
GBLI icon
6318
Global Indemnity Group
GBLI
$397M
$37.9K ﹤0.01%
1,304
+211
MODD icon
6319
Modular Medical
MODD
$36.3M
$37.1K ﹤0.01%
53,000
LANV icon
6320
Lanvin Group Holdings
LANV
$200M
$37K ﹤0.01%
17,791
-15,706
NMG
6321
Nouveau Monde Graphite
NMG
$376M
$36.9K ﹤0.01%
13,004
SLE icon
6322
Super League Enterprise
SLE
$4.23M
$36.9K ﹤0.01%
+685
KOLD icon
6323
ProShares UltraShort Bloomberg Natural Gas
KOLD
$391M
$36.8K ﹤0.01%
1,057
-6,176
GYLD icon
6324
Arrow Dow Jones Global Yield ETF
GYLD
$27.4M
$36.7K ﹤0.01%
2,748
-2,308
FFSM icon
6325
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.14B
$36.6K ﹤0.01%
1,254
+376
251 252
253
254 255