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
HERD icon
6501
Pacer Cash Cows Fund of Funds ETF
HERD
$92M
$20.6K ﹤0.01%
486
+1
OXBR icon
6502
Oxbridge Re Holdings
OXBR
$8.6M
$20.6K ﹤0.01%
+11,500
PMAX
6503
Powell Max Ltd
PMAX
$20.3M
$20.4K ﹤0.01%
+9,170
RDOG icon
6504
ALPS REIT Dividend Dogs ETF
RDOG
$10.7M
$20.4K ﹤0.01%
558
+1
XMAR icon
6505
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$166M
$20K ﹤0.01%
511
TACK icon
6506
Fairlead Tactical Sector ETF
TACK
$277M
$20K ﹤0.01%
667
APCB icon
6507
ActivePassive Core Bond ETF
APCB
$921M
$19.9K ﹤0.01%
666
-1,582
CUE icon
6508
Cue Biopharma
CUE
$25.8M
$19.8K ﹤0.01%
27,512
-1,940
TUA icon
6509
Simplify Short Term Treasury Futures Strategy ETF
TUA
$671M
$19.8K ﹤0.01%
903
+43
FIDI icon
6510
Fidelity International High Dividend ETF
FIDI
$282M
$19.7K ﹤0.01%
806
MDAI icon
6511
Spectral AI
MDAI
$43.6M
$19.6K ﹤0.01%
8,612
-952
SSII
6512
SS Innovations International
SSII
$982M
$19.5K ﹤0.01%
3,000
SKYE icon
6513
Skye Bioscience
SKYE
$23.9M
$19.5K ﹤0.01%
4,952
-3,888
SCO icon
6514
ProShares UltraShort Bloomberg Crude Oil
SCO
$126M
$19.4K ﹤0.01%
1,114
-3,447
BMR icon
6515
Beamr Imaging
BMR
$28.9M
$19.3K ﹤0.01%
6,300
+925
TUGN icon
6516
STF Tactical Growth & Income ETF
TUGN
$70.7M
$19.2K ﹤0.01%
739
+738
XNAV icon
6517
FundX Aggressive ETF
XNAV
$30.2M
$19.2K ﹤0.01%
245
AMS icon
6518
American Shared Hospital Services
AMS
$14M
$19.1K ﹤0.01%
6,810
+454
BOLD
6519
Boundless Bio
BOLD
$26.2M
$19.1K ﹤0.01%
15,501
-1,238
ASPS icon
6520
Altisource Portfolio Solutions
ASPS
$94M
$19.1K ﹤0.01%
1,634
+1,495
KYNB
6521
Kyntra Bio
KYNB
$29.4M
$18.9K ﹤0.01%
1,546
-114
OPI
6522
DELISTED
Office Properties Income Trust
OPI
$18.9K ﹤0.01%
57,519
-33,581
CTRM icon
6523
Castor Maritime
CTRM
$21.1M
$18.9K ﹤0.01%
9,064
-3,402
WISE icon
6524
Themes Generative Artificial Intelligence ETF
WISE
$34M
$18.8K ﹤0.01%
430
+262
GNSS icon
6525
Genasys
GNSS
$88.2M
$18.7K ﹤0.01%
7,650
259 260
261
262 263