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
PROF
6726
Profound Medical
PROF
$269M
$9.43K ﹤0.01%
1,929
-1,805
FAT
6727
DELISTED
FAT Brands
FAT
$9.35K ﹤0.01%
4,795
-1,175
BOSC icon
6728
Better Online Solutions
BOSC
$28.8M
$9.34K ﹤0.01%
1,963
-637
PSFF icon
6729
Pacer Swan SOS Fund of Funds ETF
PSFF
$566M
$9.32K ﹤0.01%
295
FCPI icon
6730
Fidelity Stocks for Inflation ETF
FCPI
$261M
$9.29K ﹤0.01%
185
-48
CGGE
6731
Capital Group Global Equity ETF
CGGE
$2.1B
$9.24K ﹤0.01%
300
-58
BDCZ icon
6732
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
$16.7M
$9.19K ﹤0.01%
537
SMSI icon
6733
Smith Micro Software
SMSI
$11.7M
$9.19K ﹤0.01%
12,710
-1,000
QQMG icon
6734
Invesco ESG NASDAQ 100 ETF
QQMG
$181M
$9.16K ﹤0.01%
221
MSMR icon
6735
McElhenny Sheffield Managed Risk ETF
MSMR
$165M
$9.13K ﹤0.01%
+270
FBIO icon
6736
Fortress Biotech
FBIO
$110M
$9.08K ﹤0.01%
2,457
NEPH icon
6737
Nephros
NEPH
$42.7M
$9.06K ﹤0.01%
1,915
USOI icon
6738
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$47M
$9.03K ﹤0.01%
177
NJUL icon
6739
Innovator Growth-100 Power Buffer ETF July
NJUL
$224M
$9.03K ﹤0.01%
127
-1,846
MSFO icon
6740
YieldMax MSFT Option Income Strategy ETF
MSFO
$94.3M
$9.02K ﹤0.01%
518
-350
BKEM icon
6741
BNY Mellon Emerging Markets Equity ETF
BKEM
$83.6M
$9K ﹤0.01%
122
+1
SBEV icon
6742
Splash Beverage Group
SBEV
$1.43M
$8.96K ﹤0.01%
3,795
DRN icon
6743
Direxion Daily Real Estate Bull 3X Shares
DRN
$60.5M
$8.94K ﹤0.01%
913
-1,130
ACFN
6744
Acorn Energy
ACFN
$46.2M
$8.92K ﹤0.01%
+312
YCS icon
6745
ProShares UltraShort Yen
YCS
$25.5M
$8.92K ﹤0.01%
200
-159
MUSI icon
6746
American Century Multisector Income ETF
MUSI
$199M
$8.88K ﹤0.01%
200
MYSZ icon
6747
My Size
MYSZ
$2.05M
$8.87K ﹤0.01%
7,457
+6,948
HIPS icon
6748
GraniteShares HIPS US High Income ETF
HIPS
$97M
$8.86K ﹤0.01%
751
-1
ACSI icon
6749
American Customer Satisfaction ETF
ACSI
$104M
$8.85K ﹤0.01%
133
-970
ONEV icon
6750
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$562M
$8.79K ﹤0.01%
66
+1
268 269
270
271 272