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
RFL icon
6676
Rafael Holdings
RFL
$66.6M
$11.6K ﹤0.01%
9,808
-230
IEDI icon
6677
iShares US Consumer Focused ETF
IEDI
$28.1M
$11.4K ﹤0.01%
207
+1
ASPS icon
6678
Altisource Portfolio Solutions
ASPS
$78.8M
$11.3K ﹤0.01%
1,632
-2
IMNN icon
6679
Imunon
IMNN
$12.2M
$11.3K ﹤0.01%
2,964
-1,545
HBIO icon
6680
Harvard Bioscience
HBIO
$22M
$11.2K ﹤0.01%
16,686
-17
PLCE icon
6681
Children's Place
PLCE
$66.1M
$11.2K ﹤0.01%
2,802
-151,739
ALOT icon
6682
AstroNova
ALOT
$90M
$11.1K ﹤0.01%
1,284
VS icon
6683
Versus Systems
VS
$5.24M
$11K ﹤0.01%
9,063
+5,534
ABVC icon
6684
ABVC BioPharma
ABVC
$34.9M
$11K ﹤0.01%
+5,175
XELB icon
6685
Xcel Brands
XELB
$9.61M
$10.8K ﹤0.01%
10,000
+9,300
UFI icon
6686
UNIFI
UFI
$68.7M
$10.7K ﹤0.01%
3,050
-7,400
BCTK
6687
Baron Technology ETF
BCTK
$158M
$10.7K ﹤0.01%
+425
WLACW
6688
Willow Lane Acquisition Corp Warrants
WLACW
$27.4M
$10.7K ﹤0.01%
+2,380
VALQ icon
6689
American Century US Quality Value ETF
VALQ
$302M
$10.6K ﹤0.01%
161
JF
6690
J and Friends Holdings
JF
$15.4M
$10.6K ﹤0.01%
11,690
-2,600
DOGZ icon
6691
Dogness International Corp
DOGZ
$18.6M
$10.6K ﹤0.01%
+1,000
BOAT icon
6692
SonicShares Global Shipping ETF
BOAT
$81.9M
$10.5K ﹤0.01%
333
+75
KJAN icon
6693
Innovator US Small Cap Power Buffer ETF January
KJAN
$322M
$10.5K ﹤0.01%
254
IJAN icon
6694
Innovator International Developed Power Buffer ETF January
IJAN
$268M
$10.5K ﹤0.01%
290
BKEM icon
6695
BNY Mellon Emerging Markets Equity ETF
BKEM
$82.2M
$10.5K ﹤0.01%
139
+17
FJUN icon
6696
FT Vest US Equity Buffer ETF June
FJUN
$1.14B
$10.4K ﹤0.01%
183
+102
BRHY
6697
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$99.5M
$10.3K ﹤0.01%
200
HMOP icon
6698
Hartford Municipal Opportunities ETF
HMOP
$733M
$10.2K ﹤0.01%
261
+17
VNCE icon
6699
Vince Holding Corp
VNCE
$37.5M
$10.2K ﹤0.01%
2,502
+2,500
YCS icon
6700
ProShares UltraShort Yen
YCS
$37.1M
$10.2K ﹤0.01%
200
266 267
268
269 270