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
TUSB
6576
Thrivent Ultra Short Bond ETF
TUSB
$217M
$16.2K ﹤0.01%
+322
ACXP icon
6577
Acurx Pharmaceuticals
ACXP
$7.94M
$16.2K ﹤0.01%
6,500
+1,190
PROV icon
6578
Provident Financial
PROV
$109M
$16K ﹤0.01%
1,006
-435
ZIG icon
6579
The Acquirers Fund
ZIG
$32.7M
$16K ﹤0.01%
439
-312
INLX icon
6580
Intellinetics
INLX
$30.9M
$16K ﹤0.01%
2,000
CNTN
6581
Canton Strategic Holdings, Inc. Common Stock
CNTN
$192M
$15.9K ﹤0.01%
+5,263
SPE.PRC
6582
Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
$63.3M
$15.9K ﹤0.01%
645
-641
SABS icon
6583
SAB Biotherapeutics
SABS
$271M
$15.9K ﹤0.01%
4,262
+4,094
EMIF icon
6584
iShares Emerging Markets Infrastructure ETF
EMIF
$14.7M
$15.9K ﹤0.01%
600
+1
TAOX
6585
Tao Synergies Inc
TAOX
$33.1M
$15.9K ﹤0.01%
4,319
-17,155
NTRB icon
6586
Nutriband
NTRB
$49.4M
$15.9K ﹤0.01%
3,500
NDLS icon
6587
Noodles & Co
NDLS
$49.5M
$15.8K ﹤0.01%
2,805
ZAPR
6588
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$70.5M
$15.8K ﹤0.01%
+612
MTVA
6589
MetaVia Inc
MTVA
$7.59M
$15.7K ﹤0.01%
+1,860
ELSE icon
6590
Electro-Sensors
ELSE
$15.4M
$15.6K ﹤0.01%
3,751
BOLD
6591
Boundless Bio
BOLD
$35M
$15.6K ﹤0.01%
13,000
-2,501
TSEL
6592
Touchstone Sands Capital US Select Growth ETF
TSEL
$122M
$15.6K ﹤0.01%
550
DAUG icon
6593
FT Vest US Equity Deep Buffer ETF August
DAUG
$352M
$15.5K ﹤0.01%
+350
UJUL icon
6594
Innovator US Equity Ultra Buffer ETF July
UJUL
$143M
$15.5K ﹤0.01%
400
FDRV icon
6595
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$28.5M
$15.5K ﹤0.01%
944
+184
FAZ icon
6596
Direxion Daily Financial Bear 3x ETF
FAZ
$124M
$15.4K ﹤0.01%
401
-737
NJUL icon
6597
Innovator Growth-100 Power Buffer ETF July
NJUL
$213M
$15.4K ﹤0.01%
212
+85
MAYS icon
6598
J.W. Mays
MAYS
$81.6M
$15.4K ﹤0.01%
385
OVLH icon
6599
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$104M
$15.2K ﹤0.01%
386
PROF
6600
Profound Medical
PROF
$227M
$15.2K ﹤0.01%
1,929
262 263
264
265 266