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
IWLG icon
6426
IQ Winslow Large Cap Growth ETF
IWLG
$693M
$27K ﹤0.01%
+499
PVL
6427
Permianville Royalty Trust
PVL
$62M
$27K ﹤0.01%
15,001
-1
CLOZ icon
6428
Panagram BBB-B CLO ETF
CLOZ
$588M
$26.9K ﹤0.01%
1,017
-107
DEMZ icon
6429
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
$58.4M
$26.5K ﹤0.01%
620
-27
TSME icon
6430
Thrivent Small-Mid Cap ESG ETF
TSME
$953M
$26.4K ﹤0.01%
633
+332
NRXS icon
6431
Neuraxis
NRXS
$76.5M
$26.3K ﹤0.01%
5,802
BITW
6432
Bitwise 10 Crypto Index ETF
BITW
$984M
$26.3K ﹤0.01%
+448
XWIN
6433
XMAX Inc
XWIN
$386M
$26.3K ﹤0.01%
+4,387
VCRM
6434
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.17B
$26.3K ﹤0.01%
+348
QARP icon
6435
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$74.3M
$26.3K ﹤0.01%
445
TLYS icon
6436
Tilly's
TLYS
$154M
$26.1K ﹤0.01%
13,137
-345
ATNM icon
6437
Actinium Pharmaceuticals
ATNM
$33.9M
$25.9K ﹤0.01%
19,070
+14,351
FJAN icon
6438
FT Vest US Equity Buffer ETF January
FJAN
$1.31B
$25.7K ﹤0.01%
496
ACET icon
6439
Adicet Bio
ACET
$64.9M
$25.6K ﹤0.01%
3,040
-1,565
PIEQ
6440
Principal International Equity ETF
PIEQ
$1.32B
$25.4K ﹤0.01%
+770
GDEC icon
6441
FT Vest US Equity Moderate Buffer ETF December
GDEC
$438M
$25.4K ﹤0.01%
671
SCO icon
6442
ProShares UltraShort Bloomberg Crude Oil
SCO
$1.01B
$25K ﹤0.01%
1,275
+161
MLCI
6443
Mount Logan Capital Inc
MLCI
$42.2M
$25K ﹤0.01%
3,026
-8,016
GSC icon
6444
Goldman Sachs Small Cap Equity ETF
GSC
$171M
$25K ﹤0.01%
459
SRTS icon
6445
Sensus Healthcare
SRTS
$73.9M
$24.9K ﹤0.01%
6,267
-1,557
LVO icon
6446
LiveOne
LVO
$53.8M
$24.9K ﹤0.01%
5,280
BCTX
6447
Briacell Therapeutics
BCTX
$31M
$24.9K ﹤0.01%
3,501
+3,387
BCAB icon
6448
BioAtla
BCAB
$7.39M
$24.8K ﹤0.01%
43,653
+28,227
DWMF icon
6449
WisdomTree International Multifactor Fund
DWMF
$38M
$24.7K ﹤0.01%
760
CUSD
6450
CrossingBridge Ultra-Short Duration ETF
CUSD
$11.4M
$24.7K ﹤0.01%
1,300
256 257
258
259 260