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
UPLD icon
6551
Upland Software
UPLD
$27.1M
$17.2K ﹤0.01%
7,244
FBOT icon
6552
Fidelity Disruptive Automation ETF
FBOT
$191M
$17.1K ﹤0.01%
522
PPI icon
6553
AXS Astoria Inflation Sensitive ETF
PPI
$129M
$17.1K ﹤0.01%
931
RAAX icon
6554
VanEck Inflation Allocation ETF
RAAX
$557M
$17K ﹤0.01%
493
+492
DDC icon
6555
DDC Enterprise Ltd
DDC
$85.6M
$17K ﹤0.01%
2,000
CGNG
6556
Capital Group New Geography Equity ETF
CGNG
$1.71B
$17K ﹤0.01%
550
-67
EMPD
6557
Empery Digital
EMPD
$147M
$17K ﹤0.01%
+2,257
SBDS
6558
Solo Brands Inc
SBDS
$12.8M
$17K ﹤0.01%
+1,122
HOTH icon
6559
Hoth Therapeutics
HOTH
$16.4M
$16.9K ﹤0.01%
10,453
+447
ELTX icon
6560
Elicio Therapeutics
ELTX
$189M
$16.8K ﹤0.01%
1,536
+1,156
AGNG icon
6561
Global X Aging Population ETF
AGNG
$88M
$16.8K ﹤0.01%
502
-699
BOLT icon
6562
Bolt Biotherapeutics
BOLT
$9.41M
$16.6K ﹤0.01%
3,128
-451
LPSN icon
6563
LivePerson
LPSN
$33M
$16.6K ﹤0.01%
1,901
-365
FGBI icon
6564
First Guaranty Bancshares
FGBI
$146M
$16.6K ﹤0.01%
2,071
+104
TSEL
6565
Touchstone Sands Capital US Select Growth ETF
TSEL
$108M
$16.6K ﹤0.01%
550
-491
IIGD icon
6566
Invesco Investment Grade Defensive ETF
IIGD
$31.1M
$16.6K ﹤0.01%
667
+6
OEFA
6567
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$40.8M
$16.5K ﹤0.01%
500
PDCC
6568
Pearl Diver Credit Co
PDCC
$84.4M
$16.5K ﹤0.01%
+1,000
RITR
6569
Reitar Logtech Holdings
RITR
$47.5M
$16.4K ﹤0.01%
+2,325
CHAU icon
6570
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$141M
$16.2K ﹤0.01%
782
+183
ROKT icon
6571
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$74.6M
$16.2K ﹤0.01%
212
-39
GUSH icon
6572
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$277M
$16.1K ﹤0.01%
652
-4,793
BLNE
6573
Beeline Holdings
BLNE
$80.5M
$15.9K ﹤0.01%
+4,010
FIVA
6574
Fidelity International Value Factor ETF
FIVA
$521M
$15.8K ﹤0.01%
504
-14,641
HOLA
6575
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$280M
$15.7K ﹤0.01%
+304
261 262
263
264 265