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
WIMI
6451
WiMi Hologram Cloud
WIMI
$22.2M
$23.7K ﹤0.01%
5,206
+227
CNVS icon
6452
Cineverse
CNVS
$61.3M
$23.5K ﹤0.01%
7,000
-17,032
YI
6453
111 Inc
YI
$71.9M
$23.5K ﹤0.01%
5,163
SSO icon
6454
ProShares Ultra S&P500
SSO
$7.25B
$23.5K ﹤0.01%
418
-10,700
DJIA icon
6455
Global X Dow 30 Covered Call ETF
DJIA
$173M
$23.4K ﹤0.01%
1,071
-1
FTWO icon
6456
Strive FAANG 2.0 ETF
FTWO
$78.8M
$23.3K ﹤0.01%
592
NEUE
6457
DELISTED
NeueHealth
NEUE
$23.3K ﹤0.01%
3,493
-340
BRR
6458
ProCap Financial Inc
BRR
$217M
$23.3K ﹤0.01%
2,300
-3,657
NERV icon
6459
Minerva Neurosciences
NERV
$270M
$23.2K ﹤0.01%
11,008
JIVE icon
6460
JPMorgan International Value ETF
JIVE
$1.85B
$23.2K ﹤0.01%
307
-2
IMNN icon
6461
Imunon
IMNN
$10.7M
$23.1K ﹤0.01%
4,509
+4,384
USNZ icon
6462
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
USNZ
$283M
$23.1K ﹤0.01%
546
-22,615
WHLRL
6463
Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031
WHLRL
$23K ﹤0.01%
+200
LEAD icon
6464
Siren DIVCON Leaders Dividend ETF
LEAD
$70.8M
$22.9K ﹤0.01%
301
+1
ACXP icon
6465
Acurx Pharmaceuticals
ACXP
$4.05M
$22.8K ﹤0.01%
5,310
TBJL icon
6466
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
$23.3M
$22.8K ﹤0.01%
1,133
MGIC
6467
Magic Software Enterprises
MGIC
$853M
$22.7K ﹤0.01%
1,112
-812
PROV icon
6468
Provident Financial
PROV
$102M
$22.7K ﹤0.01%
1,441
+289
SEIE
6469
SEI Select International Equity ETF
SEIE
$1.01B
$22.6K ﹤0.01%
+741
INLX icon
6470
Intellinetics
INLX
$34.5M
$22.6K ﹤0.01%
2,000
GMOI
6471
GMO International Value ETF
GMOI
$422M
$22.5K ﹤0.01%
725
-1,206
BLRX
6472
BioLineRX
BLRX
$12M
$22.5K ﹤0.01%
5,953
+4,410
CRPT icon
6473
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$98.5M
$22.5K ﹤0.01%
1,008
+1,001
QTTB icon
6474
Q32 Bio
QTTB
$55.4M
$22.5K ﹤0.01%
11,343
-7,305
ALTO icon
6475
Alto Ingredients
ALTO
$186M
$22.4K ﹤0.01%
20,748
-4,837
257 258
259
260 261