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
RGS icon
6701
Regis Corp
RGS
$61.2M
$10.1K ﹤0.01%
364
-231
SMU
6702
Tradr 2X Long SMR Daily ETF
SMU
$46M
$10.1K ﹤0.01%
+976
HTZWW
6703
Hertz Global Holdings Warrants
HTZWW
$279M
$9.96K ﹤0.01%
3,716
-12,121
EVGN icon
6704
Evogene
EVGN
$8.1M
$9.96K ﹤0.01%
9,051
-21,292
HOTH icon
6705
Hoth Therapeutics
HOTH
$14.6M
$9.91K ﹤0.01%
10,006
-447
WLDR icon
6706
Affinity World Leaders Equity ETF
WLDR
$66.6M
$9.89K ﹤0.01%
278
PLTM icon
6707
GraniteShares Platinum Shares
PLTM
$278M
$9.87K ﹤0.01%
+500
GTN.A icon
6708
Gray Media Inc
GTN.A
$9.86K ﹤0.01%
821
+38
MAGA icon
6709
Point Bridge America First ETF
MAGA
$31.4M
$9.82K ﹤0.01%
191
+51
DJUL icon
6710
FT Vest US Equity Deep Buffer ETF July
DJUL
$392M
$9.75K ﹤0.01%
205
BKCI icon
6711
BNY Mellon Concentrated International ETF
BKCI
$133M
$9.75K ﹤0.01%
189
TACT icon
6712
Transact Technologies
TACT
$34.5M
$9.73K ﹤0.01%
2,431
-7
AMOM icon
6713
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$30.3M
$9.72K ﹤0.01%
200
-1
MFUS icon
6714
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$238M
$9.68K ﹤0.01%
171
+127
CCOR icon
6715
Core Alternative Capital
CCOR
$30.8M
$9.64K ﹤0.01%
367
SWAN icon
6716
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$369M
$9.61K ﹤0.01%
295
-1,700
KAPR icon
6717
Innovator US Small Cap Power Buffer ETF April
KAPR
$201M
$9.55K ﹤0.01%
272
+222
SSK
6718
REX-Osprey SOL + Staking ETF
SSK
$88.5M
$9.53K ﹤0.01%
+500
OTLK icon
6719
Outlook Therapeutics
OTLK
$26.6M
$9.52K ﹤0.01%
6,024
+5,249
CGGE
6720
Capital Group Global Equity ETF
CGGE
$2.29B
$9.49K ﹤0.01%
300
MSMR icon
6721
McElhenny Sheffield Managed Risk ETF
MSMR
$158M
$9.42K ﹤0.01%
270
LGO
6722
Largo
LGO
$128M
$9.42K ﹤0.01%
10,054
-1,400
QQMG icon
6723
Invesco ESG NASDAQ 100 ETF
QQMG
$175M
$9.38K ﹤0.01%
221
PLUR icon
6724
Pluri
PLUR
$33.7M
$9.2K ﹤0.01%
3,077
-100
VERU icon
6725
Veru
VERU
$38.5M
$9.14K ﹤0.01%
4,270
-13,724
267 268
269
270 271