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
IDMO icon
6426
Invesco S&P International Developed Momentum ETF
IDMO
$3.27B
$25.6K ﹤0.01%
+473
SBC
6427
SBC Medical Group
SBC
$400M
$25.6K ﹤0.01%
5,894
-2,351
STEX
6428
Streamex Corp
STEX
$205M
$25.5K ﹤0.01%
4,424
+554
ZYXI
6429
DELISTED
Zynex
ZYXI
$25.5K ﹤0.01%
17,552
-12,383
QARP icon
6430
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$82.7M
$25.4K ﹤0.01%
+445
OVM icon
6431
Overlay Shares Municipal Bond ETF
OVM
$34.5M
$25.2K ﹤0.01%
1,167
+1,165
EJAN icon
6432
Innovator Emerging Markets Power Buffer ETF January
EJAN
$135M
$25.2K ﹤0.01%
758
+240
FDEM icon
6433
Fidelity Emerging Markets Multifactor ETF
FDEM
$493M
$24.9K ﹤0.01%
828
-1
FJAN icon
6434
FT Vest US Equity Buffer ETF January
FJAN
$1.21B
$24.9K ﹤0.01%
496
+52
NTRB icon
6435
Nutriband
NTRB
$53.9M
$24.7K ﹤0.01%
3,500
GDEC icon
6436
FT Vest US Equity Moderate Buffer ETF December
GDEC
$500M
$24.6K ﹤0.01%
671
+241
SRTS icon
6437
Sensus Healthcare
SRTS
$63.2M
$24.6K ﹤0.01%
7,824
-41,308
BIRD icon
6438
Allbirds
BIRD
$23.2M
$24.5K ﹤0.01%
4,323
-495
GSC icon
6439
Goldman Sachs Small Cap Equity ETF
GSC
$165M
$24.5K ﹤0.01%
459
VRM icon
6440
Vroom Inc
VRM
$86.4M
$24.4K ﹤0.01%
902
-437
FONR icon
6441
Fonar
FONR
$117M
$24.3K ﹤0.01%
1,616
CLOI icon
6442
VanEck CLO ETF
CLOI
$1.37B
$24.3K ﹤0.01%
458
-1
DWMF icon
6443
WisdomTree International Multifactor Fund
DWMF
$39.2M
$24.2K ﹤0.01%
760
SARK icon
6444
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$71.7M
$24.2K ﹤0.01%
843
-580
LEE icon
6445
Lee Enterprises
LEE
$194M
$24.1K ﹤0.01%
4,429
+400
CGMM
6446
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.58B
$24.1K ﹤0.01%
848
-900
OCFT
6447
DELISTED
OneConnect Financial Technology
OCFT
$24K ﹤0.01%
3,160
-1,500
MBOT icon
6448
Microbot Medical
MBOT
$174M
$23.9K ﹤0.01%
7,843
-149,927
CANE icon
6449
Teucrium Sugar Fund
CANE
$13.3M
$23.8K ﹤0.01%
2,244
-1,000
DUO
6450
Fangdd Network Group
DUO
$41.2M
$23.7K ﹤0.01%
6,922
+6,907
256 257
258
259 260