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
DDM icon
6476
ProShares Ultra Dow30
DDM
$505M
$22.8K ﹤0.01%
401
+399
TRON
6477
Tron Inc
TRON
$1.13B
$22.7K ﹤0.01%
18,324
+16,978
LDRC
6478
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$73.3M
$22.7K ﹤0.01%
+895
AFSC
6479
abrdn Focused U.S. Small Cap Active ETF
AFSC
$9.64M
$22.6K ﹤0.01%
741
-1
VRM icon
6480
Vroom Inc
VRM
$85.6M
$22.5K ﹤0.01%
1,134
+232
JHMB icon
6481
John Hancock Mortgage-Backed Securities ETF
JHMB
$215M
$22.4K ﹤0.01%
1,009
-902
JULT icon
6482
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$80.4M
$22.3K ﹤0.01%
498
BLNK icon
6483
Blink Charging
BLNK
$93.6M
$22.2K ﹤0.01%
33,349
-87,001
USD icon
6484
ProShares Ultra Semiconductors
USD
$2.01B
$22.2K ﹤0.01%
423
-437
GNOM icon
6485
Global X Genomics & Biotechnology ETF
GNOM
$52.2M
$22.1K ﹤0.01%
487
-2,048
KGRN icon
6486
KraneShares MSCI China Clean Technology Index ETF
KGRN
$65.2M
$22.1K ﹤0.01%
818
+566
PBSE
6487
PGIM US Large-Cap Buffer 20 ETF - September
PBSE
$22.8M
$22.1K ﹤0.01%
+749
AGNG icon
6488
Global X Aging Population ETF
AGNG
$85.1M
$22K ﹤0.01%
612
+110
FEAM icon
6489
5E Advanced Materials
FEAM
$68.9M
$22K ﹤0.01%
7,203
-1,454
FYLD icon
6490
Cambria Foreign Shareholder Yield ETF
FYLD
$631M
$22K ﹤0.01%
676
JG
6491
Aurora Mobile
JG
$39M
$21.8K ﹤0.01%
3,490
-10,537
GROW icon
6492
US Global Investors
GROW
$31.6M
$21.7K ﹤0.01%
9,001
-7,236
TMB
6493
Thornburg Multi Sector Bond ETF
TMB
$181M
$21.7K ﹤0.01%
848
+386
UUU icon
6494
Universal Safety Products Inc
UUU
$16.3M
$21.6K ﹤0.01%
4,190
+815
KJUL icon
6495
Innovator US Small Cap Power Buffer ETF July
KJUL
$133M
$21.6K ﹤0.01%
680
TOV
6496
JLens 500 Jewish Advocacy U.S. ETF
TOV
$217M
$21.5K ﹤0.01%
+750
FDLS icon
6497
Inspire Fidelis Multi Factor ETF
FDLS
$179M
$21.5K ﹤0.01%
601
-7
PTNM
6498
Pitanium Ltd
PTNM
$21.4K ﹤0.01%
2,064
-24,700
IPST
6499
IP Strategy Holdings, Inc. Common Stock
IPST
$5.15M
$21.4K ﹤0.01%
13,739
+4,531
BHR.PRB
6500
Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
$56.2M
$21.3K ﹤0.01%
1,440
-644
258 259
260
261 262