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
VALQ icon
6701
American Century US Quality Value ETF
VALQ
$309M
$10.4K ﹤0.01%
161
-1
GREE icon
6702
Greenidge Generation Holdings
GREE
$21.5M
$10.3K ﹤0.01%
5,677
-12,859
BUFB icon
6703
Innovator Laddered Allocation Buffer ETF
BUFB
$243M
$10.3K ﹤0.01%
289
+206
FARM icon
6704
Farmer Brothers
FARM
$32.6M
$10.3K ﹤0.01%
6,038
-91,126
WLDR icon
6705
Affinity World Leaders Equity ETF
WLDR
$61.5M
$10.3K ﹤0.01%
+278
AIFF
6706
Firefly Neuroscience
AIFF
$9.54M
$10.3K ﹤0.01%
+3,529
LASE icon
6707
Laser Photonics
LASE
$21M
$10.3K ﹤0.01%
2,380
+1,380
KJAN icon
6708
Innovator US Small Cap Power Buffer ETF January
KJAN
$346M
$10.3K ﹤0.01%
254
-2,246
SEEM
6709
SEI Select Emerging Markets Equity ETF
SEEM
$483M
$10.2K ﹤0.01%
+338
IJAN icon
6710
Innovator International Developed Power Buffer ETF January
IJAN
$243M
$10.2K ﹤0.01%
+290
LPA
6711
Logistic Properties of the Americas
LPA
$82.2M
$10K ﹤0.01%
2,154
-1,485
XOVR
6712
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.36B
$10K ﹤0.01%
475
+273
UCL
6713
uCloudlink Group
UCL
$63.2M
$10K ﹤0.01%
4,625
GLBS icon
6714
Globus Maritime Ltd
GLBS
$41.4M
$9.99K ﹤0.01%
9,333
BBOT
6715
BridgeBio Oncology
BBOT
$824M
$9.97K ﹤0.01%
+861
WPRT
6716
Westport Fuel Systems
WPRT
$35.6M
$9.92K ﹤0.01%
4,369
-1,644
GHLD
6717
DELISTED
Guild Holdings
GHLD
$9.9K ﹤0.01%
496
+25
CMDT icon
6718
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$690M
$9.89K ﹤0.01%
361
-126
RJET
6719
Republic Airways Holdings
RJET
$1.01B
$9.77K ﹤0.01%
501
-67
OGCP
6720
Empire State Realty Series 60
OGCP
$1.54B
$9.76K ﹤0.01%
1,300
-5,368
AMOM icon
6721
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$30M
$9.74K ﹤0.01%
201
+1
BKCI icon
6722
BNY Mellon Concentrated International ETF
BKCI
$154M
$9.74K ﹤0.01%
189
CCOR icon
6723
Core Alternative Capital
CCOR
$34.7M
$9.59K ﹤0.01%
367
DJUL icon
6724
FT Vest US Equity Deep Buffer ETF July
DJUL
$397M
$9.57K ﹤0.01%
205
HMOP icon
6725
Hartford Municipal Opportunities ETF
HMOP
$709M
$9.51K ﹤0.01%
244
-638
267 268
269
270 271