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
TMFE icon
6776
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$84.2M
$7.29K ﹤0.01%
250
-1
BZFD icon
6777
BuzzFeed
BZFD
$22.8M
$7.26K ﹤0.01%
7,809
-289,984
DUO
6778
Fangdd Network Group
DUO
$46.3M
$7.24K ﹤0.01%
4,958
-1,964
SCCR
6779
Schwab Core Bond ETF
SCCR
$1.31B
$7.24K ﹤0.01%
+280
AGPU
6780
Axe Compute Inc
AGPU
$22M
$7.15K ﹤0.01%
+1,000
SACH
6781
Sachem Capital Corp
SACH
$50.4M
$7.15K ﹤0.01%
6,875
+574
AEI icon
6782
Alset
AEI
$70M
$7.14K ﹤0.01%
2,075
SQNS
6783
Sequans Communications SA
SQNS
$41.1M
$7.12K ﹤0.01%
1,586
-12,023
BIOX icon
6784
Bioceres Crop Solutions
BIOX
$35.2M
$7.07K ﹤0.01%
5,397
-14,669
PBHC icon
6785
Pathfinder Bancorp
PBHC
$85.8M
$7K ﹤0.01%
495
AKO.A icon
6786
Embotelladora Andina Series A
AKO.A
$3.69B
$7K ﹤0.01%
299
+70
BDEC icon
6787
Innovator US Equity Buffer ETF December
BDEC
$237M
$6.99K ﹤0.01%
141
OCC icon
6788
Optical Cable Corp
OCC
$100M
$6.99K ﹤0.01%
1,570
MMLG icon
6789
First Trust Multi-Manager Large Growth ETF
MMLG
$82.1M
$6.98K ﹤0.01%
197
WWR icon
6790
Westwater Resources
WWR
$75.5M
$6.98K ﹤0.01%
9,301
-13,555
DRTSW icon
6791
Alpha Tau Medical Warrant
DRTSW
$19.2M
$6.96K ﹤0.01%
+20,475
JHPI icon
6792
John Hancock Preferred Income ETF
JHPI
$167M
$6.9K ﹤0.01%
302
-2,546
KZIA
6793
Kazia Therapeutics
KZIA
$101M
$6.89K ﹤0.01%
1,000
+800
PSIL icon
6794
AdvisorShares Psychedelics ETF
PSIL
$20.9M
$6.87K ﹤0.01%
400
-746
NYXH
6795
Nyxoah
NYXH
$125M
$6.79K ﹤0.01%
1,475
-1,000
SPWH icon
6796
Sportsman's Warehouse
SPWH
$57.4M
$6.78K ﹤0.01%
4,646
-602,656
ATLX icon
6797
Atlas Lithium Corp
ATLX
$118M
$6.78K ﹤0.01%
1,603
+1,500
BNKK
6798
Bonk Inc
BNKK
$20.7M
$6.75K ﹤0.01%
2,615
+954
VOLT
6799
Tema Electrification ETF
VOLT
$499M
$6.74K ﹤0.01%
233
JPO
6800
YieldMax JP Option Income Strategy ETF
JPO
$33.4M
$6.74K ﹤0.01%
421
270 271
272
273 274