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
GOAU icon
6501
US Global GO Gold and Precious Metal Miners ETF
GOAU
$214M
$21.3K ﹤0.01%
501
-199
DDEC icon
6502
FT Vest US Equity Deep Buffer ETF December
DDEC
$419M
$21.3K ﹤0.01%
472
+72
CTEC icon
6503
Global X Funds Global X ClimateTech ETF
CTEC
$27.7M
$21.2K ﹤0.01%
400
-296
HERD icon
6504
Pacer Cash Cows Fund of Funds ETF
HERD
$93.4M
$21.1K ﹤0.01%
486
NNVC icon
6505
NanoViricides
NNVC
$22.5M
$21.1K ﹤0.01%
18,651
+16,704
LASE icon
6506
Laser Photonics
LASE
$23.9M
$20.9K ﹤0.01%
8,481
+6,101
LDSF icon
6507
First Trust Low Duration Strategic Focus ETF
LDSF
$161M
$20.8K ﹤0.01%
1,084
-983
LANV icon
6508
Lanvin Group Holdings
LANV
$175M
$20.6K ﹤0.01%
10,265
-7,526
VGMS
6509
Vanguard Multi-Sector Income Bond ETF
VGMS
$205M
$20.6K ﹤0.01%
+400
DDC icon
6510
DDC Enterprise Ltd
DDC
$56.9M
$20.5K ﹤0.01%
10,000
+8,000
AIFU
6511
AIFU Inc
AIFU
$159M
$20.5K ﹤0.01%
7,649
-500
XMAR icon
6512
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$138M
$20.4K ﹤0.01%
511
PMI
6513
Picard Medical
PMI
$72.5M
$20.2K ﹤0.01%
11,553
+6,493
ILIT icon
6514
iShares Lithium Miners and Producers ETF
ILIT
$23.4M
$20.2K ﹤0.01%
+1,293
RDOG icon
6515
ALPS REIT Dividend Dogs ETF
RDOG
$10.5M
$20K ﹤0.01%
557
-1
DBND icon
6516
DoubleLine Opportunistic Bond ETF
DBND
$717M
$20K ﹤0.01%
430
-545
DFDVW
6517
DeFi Development Corp Warrant
DFDVW
$2.46M
$20K ﹤0.01%
+12,879
XNAV icon
6518
FundX Aggressive ETF
XNAV
$30M
$19.8K ﹤0.01%
245
XTIA icon
6519
XTI Aerospace
XTIA
$71.1M
$19.8K ﹤0.01%
15,930
+1,530
APCB icon
6520
ActivePassive Core Bond ETF
APCB
$921M
$19.7K ﹤0.01%
666
NMTC icon
6521
NeuroOne Medical Technologies
NMTC
$37M
$19.7K ﹤0.01%
25,984
+13,496
HYFT
6522
MindWalk Holdings
HYFT
$55.1M
$19.5K ﹤0.01%
10,720
-44,280
TACK icon
6523
Fairlead Tactical Sector ETF
TACK
$274M
$19.4K ﹤0.01%
647
-20
LCAP
6524
Principal Capital Appreciation Select ETF
LCAP
$249M
$19.4K ﹤0.01%
656
-1,344
XCUR icon
6525
Exicure
XCUR
$24.2M
$19.3K ﹤0.01%
3,565
+1,510
259 260
261
262 263