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
APM icon
6626
Aptorum Group
APM
$7.18M
$14.1K ﹤0.01%
+13,300
HOLA
6627
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$282M
$14.1K ﹤0.01%
269
-35
NJAN icon
6628
Innovator Growth-100 Power Buffer ETF January
NJAN
$365M
$14K ﹤0.01%
255
AMZU icon
6629
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X ETF
AMZU
$354M
$14K ﹤0.01%
400
-100,000
PDCC
6630
Pearl Diver Credit Co
PDCC
$75.9M
$13.9K ﹤0.01%
1,000
AIIA.RT
6631
AI Infrastructure Acquisition Corp Rights
AIIA.RT
$13.9K ﹤0.01%
+53,306
ARBK
6632
Argo Blockchain
ARBK
$1M
$13.8K ﹤0.01%
4,035
+4,033
EXOZ
6633
eXoZymes Inc
EXOZ
$93.2M
$13.6K ﹤0.01%
1,250
SCWO icon
6634
374Water
SCWO
$57.6M
$13.6K ﹤0.01%
6,672
+667
SMAY icon
6635
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$86.3M
$13.5K ﹤0.01%
+521
OESX icon
6636
Orion Energy Systems
OESX
$39.1M
$13.5K ﹤0.01%
877
+409
AMS icon
6637
American Shared Hospital Services
AMS
$8.52M
$13.3K ﹤0.01%
6,308
-502
LHAI
6638
Linkhome Holdings
LHAI
$19.2M
$13.1K ﹤0.01%
+1,719
CPIX icon
6639
Cumberland Pharmaceuticals
CPIX
$47.6M
$13K ﹤0.01%
3,260
-345
NAPR icon
6640
Innovator Growth-100 Power Buffer ETF April
NAPR
$209M
$12.9K ﹤0.01%
241
NVDY icon
6641
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.41B
$12.9K ﹤0.01%
881
-7,220
DFEN icon
6642
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$460M
$12.9K ﹤0.01%
201
-16
PFRL icon
6643
PGIM Floating Rate Income ETF
PFRL
$109M
$12.8K ﹤0.01%
258
+108
ULVM icon
6644
VictoryShares US Value Momentum ETF
ULVM
$244M
$12.8K ﹤0.01%
140
KOSS icon
6645
Koss Corp
KOSS
$37.1M
$12.8K ﹤0.01%
3,080
FLSW icon
6646
Franklin FTSE Switzerland ETF
FLSW
$81.3M
$12.6K ﹤0.01%
304
LONZ icon
6647
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$374M
$12.6K ﹤0.01%
251
+136
PDC
6648
Perpetuals.com Ltd
PDC
$15.8M
$12.6K ﹤0.01%
1,947
-998
XJR icon
6649
iShares ESG Screened S&P Small-Cap ETF
XJR
$131M
$12.5K ﹤0.01%
294
RBIL
6650
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
RBIL
$75.7M
$12.5K ﹤0.01%
+252
264 265
266
267 268