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
ORCX
6651
Defiance Daily Target 2X Long ORCL ETF
ORCX
$261M
$12.5K ﹤0.01%
726
+724
TBUX icon
6652
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.1B
$12.5K ﹤0.01%
250
-1
CDIG
6653
City Different Investments Global Equity ETF
CDIG
$40M
$12.5K ﹤0.01%
+500
CRD.B icon
6654
Crawford & Co Class B
CRD.B
$480M
$12.4K ﹤0.01%
1,157
-147
UGA icon
6655
United States Gasoline Fund
UGA
$123M
$12.3K ﹤0.01%
200
-286
BGRN icon
6656
iShares USD Green Bond ETF
BGRN
$468M
$12.3K ﹤0.01%
256
-3,470
FPFD icon
6657
Fidelity Preferred Securities & Income ETF
FPFD
$83M
$12.2K ﹤0.01%
561
+30
BAMB icon
6658
Brookstone Intermediate Bond ETF
BAMB
$62.3M
$12.2K ﹤0.01%
+462
DJIA icon
6659
Global X Dow 30 Covered Call ETF
DJIA
$169M
$12.2K ﹤0.01%
553
-518
MGMT icon
6660
Ballast Small/Mid Cap ETF
MGMT
$176M
$12.1K ﹤0.01%
273
VIDI icon
6661
Vident International Equity Strategy
VIDI
$429M
$12K ﹤0.01%
+356
LGCY
6662
Legacy Education Inc
LGCY
$174M
$12K ﹤0.01%
1,176
-1,718
SPXT icon
6663
ProShares S&P 500 ex-Technology ETF
SPXT
$259M
$11.9K ﹤0.01%
115
-1
MDAI icon
6664
Spectral AI
MDAI
$63.3M
$11.9K ﹤0.01%
8,401
-211
SEV
6665
Aptera Motors
SEV
$115M
$11.9K ﹤0.01%
+2,775
OXBR icon
6666
Oxbridge Re Holdings
OXBR
$5.55M
$11.9K ﹤0.01%
9,000
-2,500
LND
6667
BrasilAgro
LND
$412M
$11.9K ﹤0.01%
3,317
-27,421
DFNS
6668
T3 Defense Inc
DFNS
$22M
$11.9K ﹤0.01%
2,941
+1,891
SNES icon
6669
SenesTech
SNES
$8.7M
$11.8K ﹤0.01%
5,500
-11,800
BRAG
6670
Bragg Gaming Group
BRAG
$47.3M
$11.8K ﹤0.01%
5,600
-5,100
HYPR icon
6671
Hyperfine
HYPR
$123M
$11.8K ﹤0.01%
+12,000
AGGH icon
6672
Simplify Aggregate Bond ETF
AGGH
$438M
$11.7K ﹤0.01%
566
+1
UEVM icon
6673
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$256M
$11.7K ﹤0.01%
+211
MHH icon
6674
Mastech Digital
MHH
$80.6M
$11.7K ﹤0.01%
1,670
FLEE icon
6675
Franklin FTSE Europe ETF
FLEE
$117M
$11.6K ﹤0.01%
318
-1
265 266
267
268 269