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
IWMY icon
6751
Defiance R2000 Weekly Distribution ETF
IWMY
$107M
$8.72K ﹤0.01%
379
COYA icon
6752
Coya Therapeutics
COYA
$106M
$8.69K ﹤0.01%
1,525
+725
VETZ icon
6753
Academy Veteran Bond ETF
VETZ
$90.9M
$8.67K ﹤0.01%
433
BEDU
6754
DELISTED
Bright Scholar Education Holdings
BEDU
$8.58K ﹤0.01%
4,398
EDUC icon
6755
Educational Development Corp
EDUC
$12.1M
$8.41K ﹤0.01%
6,321
XCUR icon
6756
Exicure
XCUR
$24.2M
$8.4K ﹤0.01%
2,055
+1,443
INTZ
6757
Intrusion
INTZ
$18.1M
$8.38K ﹤0.01%
5,240
+1,247
PDSB icon
6758
PDS Biotechnology
PDSB
$38.8M
$8.34K ﹤0.01%
8,259
+825
LYRA icon
6759
Lyra Therapeutics
LYRA
$2.48M
$8.34K ﹤0.01%
1,277
-887
OVB icon
6760
Overlay Shares Core Bond ETF
OVB
$47.1M
$8.33K ﹤0.01%
400
-1
FMF icon
6761
First Trust Managed Futures Strategy Fund
FMF
$239M
$8.29K ﹤0.01%
169
+159
NFLT icon
6762
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$388M
$8.28K ﹤0.01%
359
GTBP icon
6763
GT Biopharma
GTBP
$12M
$8.22K ﹤0.01%
14,015
+10,000
FLX
6764
BingEx Ltd
FLX
$197M
$8.2K ﹤0.01%
+2,555
SDOW icon
6765
ProShares UltraPro Short Dow 30
SDOW
$135M
$8.17K ﹤0.01%
228
-1,215
AHT
6766
Ashford Hospitality Trust
AHT
$19M
$8.13K ﹤0.01%
1,378
-372
XYZY
6767
YieldMax XYZ Option Income Strategy ETF
XYZY
$27.7M
$8.11K ﹤0.01%
185
+1
BOAT icon
6768
SonicShares Global Shipping ETF
BOAT
$67.6M
$8.02K ﹤0.01%
258
KGRN icon
6769
KraneShares MSCI China Clean Technology Index ETF
KGRN
$62.3M
$8.02K ﹤0.01%
252
BNAI
6770
Brand Engagement Network
BNAI
$172M
$7.94K ﹤0.01%
2,701
GWH icon
6771
ESS Tech
GWH
$48.7M
$7.93K ﹤0.01%
5,217
-92
AAPG
6772
Ascentage Pharma
AAPG
$2.33B
$7.92K ﹤0.01%
203
-753
CWD icon
6773
CaliberCos
CWD
$9.18M
$7.86K ﹤0.01%
+1,770
EMTY icon
6774
ProShares Decline of the Retail Store ETF
EMTY
$2.57M
$7.82K ﹤0.01%
676
-16
CANF
6775
Can-Fite BioPharma American Depositary Shares
CANF
$6.01M
$7.77K ﹤0.01%
628
+132