Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CKX icon
6401
CKX Lands
CKX
$21M
$29.6K ﹤0.01%
3,233
KXIN icon
6402
Kaixin Holdings
KXIN
$10.4M
$29.5K ﹤0.01%
+5,679
ETHO icon
6403
Amplify Etho Climate Leadership US ETF
ETHO
$168M
$29.4K ﹤0.01%
450
+400
USSE icon
6404
Segall Bryant & Hamill Select Equity ETF
USSE
$324M
$29.3K ﹤0.01%
873
ELLO icon
6405
Ellomay Capital Ltd
ELLO
$337M
$29.2K ﹤0.01%
1,200
SCYX icon
6406
SCYNEXIS
SCYX
$45.6M
$29.1K ﹤0.01%
46,095
+30,395
HOWL icon
6407
Werewolf Therapeutics
HOWL
$44.6M
$29.1K ﹤0.01%
46,002
+26,750
LRNZ icon
6408
TrueShares Technology AI & Deep Learning ETF
LRNZ
$29.3M
$29K ﹤0.01%
608
+8
LOUP icon
6409
Innovator Deepwater Frontier Tech ETF
LOUP
$176M
$29K ﹤0.01%
379
-359
GRML
6410
Greenland Mines Ltd. Common Stock
GRML
$41.9M
$28.9K ﹤0.01%
100,002
FGDL icon
6411
Franklin Responsibly Sourced Gold ETF
FGDL
$499M
$28.8K ﹤0.01%
500
+470
HSCZ icon
6412
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$208M
$28.8K ﹤0.01%
739
EJAN icon
6413
Innovator Emerging Markets Power Buffer ETF January
EJAN
$154M
$28.7K ﹤0.01%
849
+91
MAXN icon
6414
Maxeon Solar Technologies
MAXN
$26.1M
$28.6K ﹤0.01%
10,382
-16,263
DRSK icon
6415
Aptus Defined Risk ETF
DRSK
$1.46B
$28.4K ﹤0.01%
999
+998
TNA icon
6416
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.63B
$28.3K ﹤0.01%
621
-6,912
VHC icon
6417
VirnetX Holding Corp
VHC
$59.9M
$28.2K ﹤0.01%
1,689
-1,167
GORO icon
6418
Gold Resource Corp
GORO
$249M
$28.2K ﹤0.01%
34,037
-22,630
TMSL icon
6419
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.72B
$28.1K ﹤0.01%
783
MDCX
6420
Medicus Pharma
MDCX
$15.9M
$28K ﹤0.01%
18,306
+12,338
QMCO icon
6421
Quantum Corp
QMCO
$101M
$27.8K ﹤0.01%
4,313
+957
AIFD
6422
TCW Artificial Intelligence ETF
AIFD
$96.7M
$27.5K ﹤0.01%
733
+118
NBCM icon
6423
Neuberger Commodity Strategy ETF
NBCM
$407M
$27.5K ﹤0.01%
1,217
+1
NRXP icon
6424
NRX Pharmaceuticals
NRXP
$82.7M
$27.2K ﹤0.01%
10,029
-1,051
PJUL icon
6425
Innovator US Equity Power Buffer ETF July
PJUL
$996M
$27.1K ﹤0.01%
583
255 256
257
258 259