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
SKYH.WS icon
6351
Sky Harbour Group Warrants
SKYH.WS
$19.8M
$33.2K ﹤0.01%
22,000
WEBL icon
6352
Direxion Daily Dow Jones Internet Bull 3X Shares
WEBL
$86.6M
$33K ﹤0.01%
1,021
+255
BMAY icon
6353
Innovator US Equity Buffer ETF May
BMAY
$143M
$32.9K ﹤0.01%
+750
ISWN icon
6354
Amplify BlackSwan ISWN ETF
ISWN
$36.6M
$32.8K ﹤0.01%
1,551
FLHY icon
6355
Franklin High Yield Corporate ETF
FLHY
$764M
$32.7K ﹤0.01%
1,332
+1,298
ETHZ
6356
ETHZilla Corp
ETHZ
$74.3M
$32.6K ﹤0.01%
+1,353
BRAG
6357
Bragg Gaming Group
BRAG
$41.5M
$32.5K ﹤0.01%
10,700
AVAL icon
6358
Grupo Aval
AVAL
$5.22B
$32.4K ﹤0.01%
9,808
+344
FLGV icon
6359
Franklin US Treasury Bond ETF
FLGV
$1.11B
$32.3K ﹤0.01%
+1,566
IMOS
6360
ChipMOS TECHNOLOGIES
IMOS
$1.47B
$32.3K ﹤0.01%
1,689
-17,304
WYY icon
6361
WidePoint Corp
WYY
$39.2M
$32.1K ﹤0.01%
6,500
+2,000
SPE.PRC
6362
Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
$63.7M
$32.1K ﹤0.01%
1,286
WBX icon
6363
Wallbox
WBX
$61.3M
$32.1K ﹤0.01%
7,173
+1,802
GRF
6364
Eagle Capital Growth Fund
GRF
$43.2M
$32K ﹤0.01%
3,043
-2,644
AGOX icon
6365
Adaptive Alpha Opportunities ETF
AGOX
$375M
$31.8K ﹤0.01%
1,037
-990
ANGX
6366
Angel Studios
ANGX
$612M
$31.7K ﹤0.01%
+5,459
SRFM icon
6367
Surf Air Mobility
SRFM
$123M
$31.7K ﹤0.01%
7,378
-50,593
AXR icon
6368
AMREP Corp
AXR
$143M
$31.5K ﹤0.01%
1,317
RDFI icon
6369
Rareview Dynamic Fixed Income ETF
RDFI
$70.1M
$31.4K ﹤0.01%
1,294
+1,293
HCMAW
6370
HCM III Acquisition Corp Warrants
HCMAW
$31.4K ﹤0.01%
+44,402
UGA icon
6371
United States Gasoline Fund
UGA
$100M
$31.3K ﹤0.01%
486
-125
PRPL icon
6372
Purple Innovation
PRPL
$70.2M
$31.3K ﹤0.01%
33,487
-165,048
PRSO icon
6373
Peraso
PRSO
$8.1M
$31.3K ﹤0.01%
25,000
HGBL icon
6374
Heritage Global
HGBL
$44.8M
$31K ﹤0.01%
18,668
TLX
6375
Telix Pharmaceuticals
TLX
$2.27B
$30.9K ﹤0.01%
3,234
-1,168
253 254
255
256 257