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
TYGO icon
6751
Tigo Energy
TYGO
$275M
$8.04K ﹤0.01%
5,825
-5,168
FGMC
6752
FG Merger II Corp
FGMC
$104M
$8.02K ﹤0.01%
799
+753
CIGL
6753
Concorde International Group
CIGL
$452M
$8.02K ﹤0.01%
4,979
GTEC icon
6754
Greenland Technologies Holding Corporation Class A Ordinary Shares
GTEC
$13.1M
$7.97K ﹤0.01%
13,002
-94,293
FBIO icon
6755
Fortress Biotech
FBIO
$77.9M
$7.9K ﹤0.01%
2,158
-299
IDVO icon
6756
Amplify International Enhanced Dividend Income ETF
IDVO
$1.09B
$7.85K ﹤0.01%
204
+201
KNDI
6757
Kandi Technologies Group
KNDI
$66.7M
$7.78K ﹤0.01%
9,878
-39,960
SRXH
6758
SRX Health Solutions
SRXH
$48.4M
$7.76K ﹤0.01%
+34,000
AFBI icon
6759
Affinity Bancshares
AFBI
$136M
$7.76K ﹤0.01%
380
+351
TUA icon
6760
Simplify Short Term Treasury Futures Strategy ETF
TUA
$827M
$7.73K ﹤0.01%
353
-550
SIHY icon
6761
Harbor Ares Systematic High Yield ETF
SIHY
$143M
$7.67K ﹤0.01%
168
-427
RFLR
6762
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$74.7M
$7.66K ﹤0.01%
269
-44,774
DGICB
6763
Donegal Group Class B
DGICB
$648M
$7.61K ﹤0.01%
430
-1
UCL
6764
uCloudlink Group
UCL
$49.3M
$7.58K ﹤0.01%
4,625
FTHM icon
6765
Fathom Holdings
FTHM
$26.8M
$7.58K ﹤0.01%
7,501
-673
YOUL
6766
Youlife Group Inc
YOUL
$67.6M
$7.54K ﹤0.01%
+5,271
ALTY icon
6767
Global X Alternative Income ETF
ALTY
$44.2M
$7.53K ﹤0.01%
631
TAVI
6768
Tavia Acquisition Corp
TAVI
$122M
$7.42K ﹤0.01%
711
-14,708
PARK
6769
Park Dental Partners
PARK
$80.1M
$7.38K ﹤0.01%
+500
PLTU
6770
Direxion Shares ETF Trust Direxion Daily PLTR Bull 2X ETF
PLTU
$354M
$7.35K ﹤0.01%
+100
CGMM
6771
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.15B
$7.35K ﹤0.01%
255
-593
CMDT icon
6772
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$764M
$7.34K ﹤0.01%
266
-95
CVKD icon
6773
Cadrenal Therapeutics
CVKD
$11.9M
$7.32K ﹤0.01%
1,080
+200
ULTY icon
6774
YieldMax Ultra Option Income Strategy ETF
ULTY
$844M
$7.32K ﹤0.01%
+196
ZALT icon
6775
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$694M
$7.3K ﹤0.01%
224
269 270
271
272 273