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
STSS icon
6551
Sharps Technology
STSS
$67.3M
$17.6K ﹤0.01%
8,649
-4,427
CNVS icon
6552
Cineverse
CNVS
$51.5M
$17.5K ﹤0.01%
8,298
+1,298
WHLRL
6553
Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031
WHLRL
$17.5K ﹤0.01%
200
DEED icon
6554
First Trust Securitized Plus ETF
DEED
$69.9M
$17.5K ﹤0.01%
808
-1
ICLO icon
6555
Invesco AAA CLO Floating Rate Note ETF
ICLO
$441M
$17.4K ﹤0.01%
682
-2,335
FBOT icon
6556
Fidelity Disruptive Automation ETF
FBOT
$190M
$17.4K ﹤0.01%
522
ORGN icon
6557
Origin Materials
ORGN
$11.4M
$17.4K ﹤0.01%
82,173
-25,591
PPI icon
6558
AXS Astoria Inflation Sensitive ETF
PPI
$154M
$17.4K ﹤0.01%
931
ESLA icon
6559
Estrella Immunopharma
ESLA
$72.5M
$17.3K ﹤0.01%
+11,097
RAAX icon
6560
VanEck Inflation Allocation ETF
RAAX
$801M
$17.3K ﹤0.01%
494
+1
HFSI
6561
Hartford Strategic Income ETF
HFSI
$745M
$17.2K ﹤0.01%
485
+431
BOLT icon
6562
Bolt Biotherapeutics
BOLT
$9.11M
$17.1K ﹤0.01%
3,128
SSII
6563
SS Innovations International
SSII
$979M
$17K ﹤0.01%
3,000
EMPD
6564
Empery Digital
EMPD
$148M
$17K ﹤0.01%
3,718
+1,461
BHST
6565
BioHarvest Sciences
BHST
$96.8M
$16.9K ﹤0.01%
3,250
+3,239
OEFA
6566
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$38.6M
$16.7K ﹤0.01%
501
+1
IIGD icon
6567
Invesco Investment Grade Defensive ETF
IIGD
$30.9M
$16.7K ﹤0.01%
673
+6
MINV icon
6568
Matthews Asia Innovators Active ETF
MINV
$135M
$16.7K ﹤0.01%
+473
COOT
6569
Australian Oilseeds Holdings
COOT
$16.2M
$16.7K ﹤0.01%
+32,400
BLNE
6570
Beeline Holdings
BLNE
$72.9M
$16.7K ﹤0.01%
9,700
+5,690
CHAU icon
6571
Direxion Daily CSI 300 China A Share Bull 2X ETF
CHAU
$111M
$16.4K ﹤0.01%
781
-1
PRFX icon
6572
PRF Technologies Ltd
PRFX
$2.32M
$16.4K ﹤0.01%
+5,120
RBOT
6573
DELISTED
Vicarious Surgical
RBOT
$16.4K ﹤0.01%
7,543
+6,980
WHWK
6574
Whitehawk Therapeutics
WHWK
$189M
$16.3K ﹤0.01%
6,748
+4,899
FURY
6575
Fury Gold Mines
FURY
$122M
$16.3K ﹤0.01%
27,648
+5,100
261 262
263
264 265