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
QVAL icon
6376
Alpha Architect US Quantitative Value ETF
QVAL
$492M
$30.9K ﹤0.01%
663
+3
KZR icon
6377
Kezar Life Sciences
KZR
$49.7M
$30.5K ﹤0.01%
7,820
-873
IUS icon
6378
Invesco RAFI Strategic US ETF
IUS
$735M
$30.3K ﹤0.01%
549
+1
FEAM icon
6379
5E Advanced Materials
FEAM
$85.1M
$30.2K ﹤0.01%
8,657
+6,489
GRN icon
6380
iPath Series B Carbon Exchange-Traded Notes
GRN
$20.8M
$30.2K ﹤0.01%
1,000
CLOZ icon
6381
Panagram BBB-B CLO ETF
CLOZ
$759M
$30.1K ﹤0.01%
1,124
-151
ACTV
6382
DELISTED
LeaderShares Activist Leaders ETF
ACTV
$30.1K ﹤0.01%
890
+889
EDC icon
6383
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$207M
$30K ﹤0.01%
589
-815
CBUS icon
6384
Cibus
CBUS
$246M
$29.9K ﹤0.01%
23,217
-44,592
QCJL
6385
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$70.5M
$29.9K ﹤0.01%
1,286
NAKA
6386
Nakamoto Inc
NAKA
$173M
$29.9K ﹤0.01%
27,950
+21,790
IMST
6387
Bitwise MSTR Option Income Strategy ETF
IMST
$13.4M
$29.9K ﹤0.01%
900
BLBX icon
6388
BlackBoxStocks
BLBX
$78.1M
$29.8K ﹤0.01%
5,038
DCOR icon
6389
Dimensional US Core Equity 1 ETF
DCOR
$2.66B
$29.8K ﹤0.01%
414
SPD icon
6390
Simplify US Equity PLUS Downside Convexity ETF
SPD
$116M
$29.4K ﹤0.01%
745
+744
ABLD
6391
Abacus FCF Real Assets Leaders ETF
ABLD
$45.5M
$29.3K ﹤0.01%
1,018
+492
APYX icon
6392
Apyx Medical
APYX
$145M
$29.2K ﹤0.01%
13,665
AVRE icon
6393
Avantis Real Estate ETF
AVRE
$750M
$29.2K ﹤0.01%
656
+518
HIT
6394
Health In Tech Inc
HIT
$69.4M
$29.1K ﹤0.01%
+9,076
CRGO icon
6395
Freightos
CRGO
$68.7M
$29K ﹤0.01%
8,801
USSE icon
6396
Segall Bryant & Hamill Select Equity ETF
USSE
$298M
$29K ﹤0.01%
873
NXXT
6397
NextNRG Inc
NXXT
$85.3M
$28.8K ﹤0.01%
15,760
-6,034
ANY icon
6398
Sphere 3D
ANY
$4.89M
$28.7K ﹤0.01%
3,907
+2,881
CHMI
6399
Cherry Hill Mortgage Investment Corp
CHMI
$95.5M
$28.6K ﹤0.01%
11,977
NBCM icon
6400
Neuberger Commodity Strategy ETF
NBCM
$340M
$28.6K ﹤0.01%
1,216
254 255
256
257 258