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
BLCN icon
6601
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$34.3M
$14.5K ﹤0.01%
522
PJFG icon
6602
PGIM Jennison Focused Growth ETF
PJFG
$136M
$14.5K ﹤0.01%
131
TRFM icon
6603
AAM Transformers ETF
TRFM
$127M
$14.4K ﹤0.01%
+298
EQ icon
6604
Equillium
EQ
$111M
$14.4K ﹤0.01%
10,085
+2,555
BUFF icon
6605
Innovator Laddered Allocation Power Buffer ETF
BUFF
$773M
$14.4K ﹤0.01%
295
-3,000
GSIT icon
6606
GSI Technology
GSIT
$281M
$14.4K ﹤0.01%
3,901
-14,549
BYSI icon
6607
BeyondSpring
BYSI
$53.5M
$14.3K ﹤0.01%
7,910
-300
AP icon
6608
Ampco-Pittsburgh
AP
$194M
$14.3K ﹤0.01%
6,243
NDLS icon
6609
Noodles & Co
NDLS
$31.9M
$14.3K ﹤0.01%
2,805
-1,750
FAAR icon
6610
First Trust Alternative Absolute Return Strategy ETF
FAAR
$147M
$14.3K ﹤0.01%
467
+169
PLUR icon
6611
Pluri
PLUR
$36.9M
$14.2K ﹤0.01%
3,177
+94
HEQT icon
6612
Simplify Hedged Equity ETF
HEQT
$336M
$14.2K ﹤0.01%
454
-1
AFLG icon
6613
First Trust Active Factor Large Cap ETF
AFLG
$489M
$14.1K ﹤0.01%
364
+148
UXIN
6614
Uxin Ltd
UXIN
$740M
$14.1K ﹤0.01%
4,084
-5,340
SZNE icon
6615
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$13.3M
$14K ﹤0.01%
410
+1
CIGL
6616
Concorde International Group
CIGL
$50.2M
$13.9K ﹤0.01%
+4,979
PRFD icon
6617
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$220M
$13.9K ﹤0.01%
269
+118
LITP icon
6618
Sprott Lithium Miners ETF
LITP
$58.1M
$13.8K ﹤0.01%
+1,533
MDCX
6619
Medicus Pharma
MDCX
$27.3M
$13.8K ﹤0.01%
5,968
-5,762
QJUN icon
6620
FT Vest Growth-100 Buffer ETF June
QJUN
$593M
$13.8K ﹤0.01%
444
MBAI
6621
Check-Cap
MBAI
$10.6M
$13.7K ﹤0.01%
6,461
+2,300
KDK
6622
Kodiak AI
KDK
$1.43B
$13.7K ﹤0.01%
+2,000
RFL icon
6623
Rafael Holdings
RFL
$65.2M
$13.7K ﹤0.01%
10,038
-5,963
HIBL icon
6624
Direxion Daily S&P 500 High Beta Bull 3X Shares
HIBL
$54.9M
$13.6K ﹤0.01%
231
-41
NJAN icon
6625
Innovator Growth-100 Power Buffer ETF January
NJAN
$358M
$13.6K ﹤0.01%
255
+193
263 264
265
266 267