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
BUFZ icon
6726
FT Vest Laddered Moderate Buffer ETF
BUFZ
$890M
$9.13K ﹤0.01%
+344
FCPI icon
6727
Fidelity Stocks for Inflation ETF
FCPI
$270M
$9.1K ﹤0.01%
184
-1
MVO
6728
MV Oil Trust
MVO
$36.7M
$9.05K ﹤0.01%
7,301
-53,131
BDCZ icon
6729
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
$15.9M
$9.04K ﹤0.01%
537
RZLVW
6730
Rezolve AI Warrants
RZLVW
$7.57M
$9.01K ﹤0.01%
+9,898
PW
6731
Power REIT
PW
$3.38M
$8.84K ﹤0.01%
10,100
-674
MUSI icon
6732
American Century Multisector Income ETF
MUSI
$211M
$8.83K ﹤0.01%
200
FUFU icon
6733
BitFuFu
FUFU
$385M
$8.75K ﹤0.01%
3,314
+482
JFU
6734
9F Inc
JFU
$32.5M
$8.72K ﹤0.01%
1,365
+55
VETZ icon
6735
Academy Veteran Bond ETF
VETZ
$90.4M
$8.66K ﹤0.01%
433
NIXX
6736
Nixxy Inc
NIXX
$22.1M
$8.64K ﹤0.01%
9,000
NOTV icon
6737
Inotiv
NOTV
$8.47M
$8.55K ﹤0.01%
15,210
-295,081
BBBI icon
6738
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$160M
$8.53K ﹤0.01%
164
+54
FOCT icon
6739
FT Vest US Equity Buffer ETF October
FOCT
$1.13B
$8.52K ﹤0.01%
+174
YALL icon
6740
God Bless America ETF
YALL
$98.6M
$8.47K ﹤0.01%
195
+194
SLMT
6741
Brera Holdings
SLMT
$74.4M
$8.46K ﹤0.01%
4,522
-110,126
VTGN icon
6742
VistaGen Therapeutics
VTGN
$24.3M
$8.38K ﹤0.01%
12,658
-14,876
EDUC icon
6743
Educational Development Corp
EDUC
$11.5M
$8.34K ﹤0.01%
6,321
FGBI icon
6744
First Guaranty Bancshares
FGBI
$152M
$8.31K ﹤0.01%
1,548
-523
CNF
6745
CNFinance Holdings
CNF
$20M
$8.29K ﹤0.01%
1,370
+434
HOOX
6746
Defiance Daily Target 2X Long HOOD ETF
HOOX
$12.3M
$8.27K ﹤0.01%
+400
OGCP
6747
Empire State Realty Series 60
OGCP
$1.42B
$8.24K ﹤0.01%
1,300
TONX
6748
TON Strategy Co
TONX
$138M
$8.15K ﹤0.01%
4,098
+2,268
BYSI icon
6749
BeyondSpring
BYSI
$74.8M
$8.15K ﹤0.01%
5,000
-2,910
BOSC icon
6750
Better Online Solutions
BOSC
$32.5M
$8.06K ﹤0.01%
1,767
-196
268 269
270
271 272