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
EZBC icon
6601
Franklin Bitcoin ETF
EZBC
$440M
$15.2K ﹤0.01%
+300
SAMT icon
6602
Strategas Macro Thematic Opportunities ETF
SAMT
$570M
$15.1K ﹤0.01%
393
FHEQ icon
6603
Fidelity Hedged Equity ETF
FHEQ
$779M
$15.1K ﹤0.01%
+490
ANY icon
6604
Sphere 3D
ANY
$5.58M
$15.1K ﹤0.01%
5,068
+1,161
KFFB icon
6605
Kentucky First Federal Bancorp
KFFB
$36.5M
$15.1K ﹤0.01%
3,242
-1,908
IXHL icon
6606
Incannex Healthcare
IXHL
$49.5M
$15K ﹤0.01%
41,993
-40,000
TSMX
6607
Direxion Shares ETF Trust Direxion Daily TSM Bull 2X ETF
TSMX
$413M
$14.8K ﹤0.01%
+300
AUSF icon
6608
Global X Adaptive US Factor ETF
AUSF
$857M
$14.8K ﹤0.01%
319
+318
MRNO
6609
Murano Global Investments
MRNO
$43.7M
$14.8K ﹤0.01%
25,575
BUFF icon
6610
Innovator Laddered Allocation Power Buffer ETF
BUFF
$812M
$14.7K ﹤0.01%
295
HOVR icon
6611
New Horizon Aircraft
HOVR
$69M
$14.7K ﹤0.01%
9,982
-22,258
GTBP icon
6612
GT Biopharma
GTBP
$12.3M
$14.6K ﹤0.01%
18,599
+4,584
PJFG icon
6613
PGIM Jennison Focused Growth ETF
PJFG
$136M
$14.6K ﹤0.01%
131
JVA icon
6614
Coffee Holding Co
JVA
$26M
$14.4K ﹤0.01%
3,714
-101
BRF icon
6615
VanEck Brazil Small-Cap ETF
BRF
$27M
$14.4K ﹤0.01%
897
-17
SZNE icon
6616
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$13.2M
$14.3K ﹤0.01%
410
SNOV icon
6617
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$115M
$14.3K ﹤0.01%
+577
ARMP icon
6618
Armata Pharmaceuticals
ARMP
$472M
$14.3K ﹤0.01%
2,269
+2,267
BTM icon
6619
Bitcoin Depot
BTM
$41.1M
$14.2K ﹤0.01%
11,025
-409,245
VTSI icon
6620
VirTra
VTSI
$53.2M
$14.2K ﹤0.01%
3,385
-672
SKYH.WS icon
6621
Sky Harbour Group Warrants
SKYH.WS
$33.8M
$14.2K ﹤0.01%
22,000
AFLG icon
6622
First Trust Active Factor Large Cap ETF
AFLG
$574M
$14.2K ﹤0.01%
363
-1
TRFM icon
6623
AAM Transformers ETF
TRFM
$142M
$14.2K ﹤0.01%
298
QJUN icon
6624
FT Vest Growth-100 Buffer ETF June
QJUN
$620M
$14.1K ﹤0.01%
444
HUIZ
6625
Huize Holding Ltd
HUIZ
$16.8M
$14.1K ﹤0.01%
5,020
+3,320
263 264
265
266 267