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
JF
6626
J and Friends Holdings
JF
$14.6M
$13.5K ﹤0.01%
14,290
FPRO icon
6627
Fidelity Real Estate Investment ETF
FPRO
$14.6M
$13.5K ﹤0.01%
597
+596
FDRV icon
6628
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$28.5M
$13.5K ﹤0.01%
760
-1,117
UUU icon
6629
Universal Safety Products Inc
UUU
$12.9M
$13.5K ﹤0.01%
3,375
+3,311
SOHO
6630
DELISTED
Sotherly Hotels
SOHO
$13.3K ﹤0.01%
16,643
-27
NSRX
6631
Nasus Pharma
NSRX
$59.5M
$13.3K ﹤0.01%
+2,000
LSF icon
6632
Laird Superfood
LSF
$31.6M
$13.3K ﹤0.01%
2,381
+106
JNUG icon
6633
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$863M
$13.3K ﹤0.01%
81
-7,926
TACT icon
6634
Transact Technologies
TACT
$35.8M
$13.2K ﹤0.01%
2,438
-1
CLOX icon
6635
Panagram AAA CLO ETF
CLOX
$292M
$13.2K ﹤0.01%
+515
ALOT icon
6636
AstroNova
ALOT
$70.8M
$13.2K ﹤0.01%
1,284
INDO icon
6637
Indonesia Energy Corp
INDO
$66.2M
$13K ﹤0.01%
4,342
+3,602
FDHT
6638
DELISTED
Fidelity Digital Health ETF
FDHT
$13K ﹤0.01%
601
TONX
6639
TON Strategy Co
TONX
$116M
$12.9K ﹤0.01%
+1,830
RFFC icon
6640
ALPS Active Equity Opportunity ETF
RFFC
$28.5M
$12.8K ﹤0.01%
200
TBT icon
6641
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$228M
$12.8K ﹤0.01%
379
-3,486
CRD.B icon
6642
Crawford & Co Class B
CRD.B
$496M
$12.8K ﹤0.01%
1,304
-3,252
XFOR icon
6643
X4 Pharmaceuticals
XFOR
$301M
$12.8K ﹤0.01%
3,728
-7,196
OCC icon
6644
Optical Cable Corp
OCC
$56.4M
$12.7K ﹤0.01%
1,570
MHH icon
6645
Mastech Digital
MHH
$66.7M
$12.7K ﹤0.01%
1,670
PSTP icon
6646
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$128M
$12.7K ﹤0.01%
366
DGCB icon
6647
Dimensional Global Credit ETF
DGCB
$904M
$12.7K ﹤0.01%
+229
NIXX
6648
Nixxy Inc
NIXX
$13.9M
$12.7K ﹤0.01%
9,000
-12,800
NAPR icon
6649
Innovator Growth-100 Power Buffer ETF April
NAPR
$186M
$12.7K ﹤0.01%
241
-1,081
ULVM icon
6650
VictoryShares US Value Momentum ETF
ULVM
$240M
$12.7K ﹤0.01%
140
+139
264 265
266
267 268