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
AFSC
6476
abrdn Focused U.S. Small Cap Active ETF
AFSC
$12M
$22.2K ﹤0.01%
742
-66
MDXH icon
6477
MDxHealth
MDXH
$182M
$22.2K ﹤0.01%
4,764
+4,000
CORN icon
6478
Teucrium Corn Fund
CORN
$46M
$22K ﹤0.01%
1,260
-6,752
MOBX icon
6479
Mobix Labs
MOBX
$15.8M
$22K ﹤0.01%
27,233
-7,600
JULT icon
6480
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$80.7M
$21.8K ﹤0.01%
498
-7
LVO icon
6481
LiveOne
LVO
$63.2M
$21.8K ﹤0.01%
5,280
-1,591
PSIL icon
6482
AdvisorShares Psychedelics ETF
PSIL
$21M
$21.8K ﹤0.01%
1,146
-100
NAUT icon
6483
Nautilus Biotechnolgy
NAUT
$359M
$21.7K ﹤0.01%
25,728
-28,849
AIFD
6484
TCW Artificial Intelligence ETF
AIFD
$92.2M
$21.7K ﹤0.01%
615
WWR icon
6485
Westwater Resources
WWR
$111M
$21.7K ﹤0.01%
22,856
+2,210
TPST icon
6486
Tempest Therapeutics
TPST
$12.3M
$21.7K ﹤0.01%
2,108
+1
ARBE icon
6487
Arbe Robotics
ARBE
$126M
$21.6K ﹤0.01%
13,120
-34,755
ELLO icon
6488
Ellomay Capital Ltd
ELLO
$331M
$21.6K ﹤0.01%
1,200
ATLN
6489
Atlantic International
ATLN
$229M
$21.4K ﹤0.01%
7,029
-5,289
VTSI icon
6490
VirTra
VTSI
$46.4M
$21.3K ﹤0.01%
4,057
-8,278
FDLS icon
6491
Inspire Fidelis Multi Factor ETF
FDLS
$164M
$21.2K ﹤0.01%
608
+596
XTIA icon
6492
XTI Aerospace
XTIA
$58M
$21.2K ﹤0.01%
14,400
+5,000
FYLD icon
6493
Cambria Foreign Shareholder Yield ETF
FYLD
$596M
$21.1K ﹤0.01%
676
KJUL icon
6494
Innovator US Small Cap Power Buffer ETF July
KJUL
$133M
$21.1K ﹤0.01%
680
WVVI icon
6495
Willamette Valley Vineyards
WVVI
$13.3M
$21K ﹤0.01%
5,875
-1,500
BOTT
6496
Themes ETF Trust Themes Humanoid Robotics ETF
BOTT
$34.3M
$20.7K ﹤0.01%
+520
INVE icon
6497
Identive
INVE
$74.8M
$20.7K ﹤0.01%
6,001
+1
TECL icon
6498
Direxion Daily Technology Bull 3x Shares
TECL
$3.68B
$20.7K ﹤0.01%
166
-8,358
STI icon
6499
Solidion Technology
STI
$31.2M
$20.7K ﹤0.01%
4,454
-29,709
NACP icon
6500
Impact Shares NAACP Minority Empowerment ETF
NACP
$64.3M
$20.6K ﹤0.01%
431
258 259
260
261 262