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
PCIG icon
6576
Polen Capital International Growth ETF
PCIG
$25.4M
$15.6K ﹤0.01%
+1,671
KOSS icon
6577
Koss Corp
KOSS
$39.6M
$15.6K ﹤0.01%
3,080
-1,613
BNKK
6578
Bonk Inc
BNKK
$20.6M
$15.6K ﹤0.01%
1,661
-100
CWEB icon
6579
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$215M
$15.5K ﹤0.01%
270
-3,326
ANEW icon
6580
ProShares MSCI Transformational Changes ETF
ANEW
$7.38M
$15.5K ﹤0.01%
300
-9
CVU icon
6581
CPI Aerostructures
CVU
$50.9M
$15.4K ﹤0.01%
6,130
EMIF icon
6582
iShares Emerging Markets Infrastructure ETF
EMIF
$15.3M
$15.4K ﹤0.01%
599
-1
ANVS icon
6583
Annovis Bio
ANVS
$76.3M
$15.3K ﹤0.01%
7,389
-4,805
UJUL icon
6584
Innovator US Equity Ultra Buffer ETF July
UJUL
$156M
$15.2K ﹤0.01%
400
-3,500
CAEP
6585
Cantor Equity Partners III
CAEP
$360M
$15.2K ﹤0.01%
1,476
+1,429
PTEU icon
6586
Pacer Trendpilot European Index ETF
PTEU
$36.5M
$15.1K ﹤0.01%
506
NYAX
6587
Nayax
NYAX
$1.88B
$15.1K ﹤0.01%
317
+254
OVLH icon
6588
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$102M
$15.1K ﹤0.01%
386
-6
DPST icon
6589
Direxion Daily Regional Banks Bull 3X Shares
DPST
$493M
$15K ﹤0.01%
150
-5,648
DFEN icon
6590
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$511M
$15K ﹤0.01%
217
-8,607
DRUP icon
6591
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$49.1M
$14.9K ﹤0.01%
229
+99
BRF icon
6592
VanEck Brazil Small-Cap ETF
BRF
$26.5M
$14.9K ﹤0.01%
914
-1,461
PHIO icon
6593
Phio Pharmaceuticals
PHIO
$11.3M
$14.9K ﹤0.01%
6,000
CENN icon
6594
Cenntro
CENN
$10.3M
$14.9K ﹤0.01%
25,422
-1
FURY
6595
Fury Gold Mines
FURY
$144M
$14.7K ﹤0.01%
22,548
-15,500
FTHM icon
6596
Fathom Holdings
FTHM
$32.4M
$14.7K ﹤0.01%
8,174
+1,073
XITK icon
6597
State Street SPDR FactSet Innovative Technology ETF
XITK
$61.9M
$14.7K ﹤0.01%
77
SAMT icon
6598
Strategas Macro Thematic Opportunities ETF
SAMT
$480M
$14.7K ﹤0.01%
+393
MAYS icon
6599
J.W. Mays
MAYS
$91.7M
$14.6K ﹤0.01%
385
BILZ icon
6600
PIMCO Ultra Short Government Active ETF
BILZ
$911M
$14.6K ﹤0.01%
+144
262 263
264
265 266