Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 22.44%
2 Financials 11.15%
3 Consumer Discretionary 8.06%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIBL icon
6301
Inspire 100 ETF
BIBL
$460M
$44.7K ﹤0.01%
991
-48
AMZA icon
6302
InfraCap MLP ETF
AMZA
$454M
$44.7K ﹤0.01%
1,130
+48
NERV icon
6303
Minerva Neurosciences
NERV
$245M
$44.4K ﹤0.01%
11,055
+47
TMFM icon
6304
Motley Fool Mid-Cap Growth ETF
TMFM
$112M
$44.4K ﹤0.01%
1,894
-1
FMST
6305
Foremost Lithium Resource & Technology
FMST
$27.2M
$44.3K ﹤0.01%
+20,893
IMRN
6306
Immuron
IMRN
$9.96M
$43.8K ﹤0.01%
57,381
+39,128
GK icon
6307
AdvisorShares Gerber Kawasaki ETF
GK
$31.5M
$43.6K ﹤0.01%
1,700
-101
CCCXW
6308
DELISTED
Churchill Capital Corp X Warrants
CCCXW
$43.3K ﹤0.01%
+5,625
QNRX
6309
Quoin Pharmaceuticals
QNRX
$10M
$43.3K ﹤0.01%
+3,000
FLD
6310
Fold Holdings
FLD
$51.3M
$43.1K ﹤0.01%
16,513
-6,357
GEMD icon
6311
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$33.8M
$42.9K ﹤0.01%
1,011
UDEC
6312
Innovator US Equity Ultra Buffer ETF December
UDEC
$316M
$42.7K ﹤0.01%
1,076
+969
SIFY
6313
Sify Technologies
SIFY
$1.19B
$42.5K ﹤0.01%
3,490
-20,164
PETS icon
6314
PetMed Express
PETS
$46.7M
$42.5K ﹤0.01%
13,289
+9,065
COPJ icon
6315
Sprott Junior Copper Miners ETF
COPJ
$171M
$42.5K ﹤0.01%
1,082
TOVX icon
6316
Theriva Biologics
TOVX
$13.5M
$42.1K ﹤0.01%
+200,000
WSBK
6317
Winchester Bancorp
WSBK
$114M
$41.8K ﹤0.01%
4,000
SOTK icon
6318
Sono-Tek
SOTK
$83.4M
$41.8K ﹤0.01%
10,120
ECOW icon
6319
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$216M
$41.6K ﹤0.01%
1,705
+1,704
DVYA icon
6320
iShares Asia/Pacific Dividend ETF
DVYA
$69.9M
$40.7K ﹤0.01%
919
-299
QWLD
6321
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$172M
$40.7K ﹤0.01%
284
-1,834
RDZN icon
6322
Roadzen
RDZN
$158M
$40.2K ﹤0.01%
16,686
+4,100
AVAL icon
6323
Grupo Aval
AVAL
$5.65B
$39.7K ﹤0.01%
9,808
ARL icon
6324
American Realty Investors
ARL
$247M
$39.5K ﹤0.01%
2,461
+377
PHDG icon
6325
Invesco S&P 500 Downside Hedged ETF
PHDG
$67.6M
$39.5K ﹤0.01%
1,055
+1
251 252
253
254 255