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
SVOL icon
6651
Simplify Volatility Premium ETF
SVOL
$614M
$12.7K ﹤0.01%
704
-6,886
EUO icon
6652
ProShares UltraShort Euro
EUO
$32.5M
$12.6K ﹤0.01%
450
-15,743
MISL icon
6653
First Trust Indxx Aerospace & Defense ETF
MISL
$1.5B
$12.5K ﹤0.01%
302
+301
XJR icon
6654
iShares ESG Screened S&P Small-Cap ETF
XJR
$119M
$12.5K ﹤0.01%
294
TBUX icon
6655
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$957M
$12.5K ﹤0.01%
251
-701
TSME icon
6656
Thrivent Small-Mid Cap ESG ETF
TSME
$949M
$12.5K ﹤0.01%
301
WLDS icon
6657
Wearable Devices
WLDS
$7.26M
$12.2K ﹤0.01%
+2,508
CVKD icon
6658
Cadrenal Therapeutics
CVKD
$20.2M
$12.2K ﹤0.01%
880
+450
TFPN icon
6659
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$148M
$12.1K ﹤0.01%
488
SCYX icon
6660
SCYNEXIS
SCYX
$29.8M
$12.1K ﹤0.01%
15,700
DFSI icon
6661
Dimensional International Sustainability Core 1 ETF
DFSI
$1.04B
$12K ﹤0.01%
294
-1
MGMT icon
6662
Ballast Small/Mid Cap ETF
MGMT
$174M
$12K ﹤0.01%
273
AMZY icon
6663
YieldMax AMZN Option Income Strategy ETF
AMZY
$223M
$12K ﹤0.01%
844
ICG
6664
Intchains Group
ICG
$83.2M
$11.9K ﹤0.01%
+7,039
MPTI.WS
6665
DELISTED
M-tron Industries Warrants
MPTI.WS
$11.9K ﹤0.01%
6,796
+7
GOVX icon
6666
GeoVax Labs
GOVX
$2.88M
$11.9K ﹤0.01%
1,005
-1,000
VGAS icon
6667
Verde Clean Fuels
VGAS
$31.1M
$11.9K ﹤0.01%
3,889
-1,983
RPTX
6668
DELISTED
Repare Therapeutics
RPTX
$11.9K ﹤0.01%
6,738
+6,225
TMB
6669
Thornburg Multi Sector Bond ETF
TMB
$79M
$11.8K ﹤0.01%
+462
SPXT icon
6670
ProShares S&P 500 ex-Technology ETF
SPXT
$276M
$11.8K ﹤0.01%
116
-25
RFDA icon
6671
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$84.6M
$11.7K ﹤0.01%
186
+1
FPFD icon
6672
Fidelity Preferred Securities & Income ETF
FPFD
$81.9M
$11.7K ﹤0.01%
531
-2
XTLB
6673
XTL Biopharmaceuticals
XTLB
$7.55M
$11.7K ﹤0.01%
10,011
-1,000
AGGH icon
6674
Simplify Aggregate Bond ETF
AGGH
$387M
$11.7K ﹤0.01%
565
+1
FLSW icon
6675
Franklin FTSE Switzerland ETF
FLSW
$76.2M
$11.7K ﹤0.01%
304
265 266
267
268 269