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
PBHC icon
6776
Pathfinder Bancorp
PBHC
$82.7M
$7.76K ﹤0.01%
495
SST icon
6777
System1
SST
$26.1M
$7.71K ﹤0.01%
1,095
-264
JDST icon
6778
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$30.1M
$7.7K ﹤0.01%
1,791
-2,740
GAMR icon
6779
Amplify Video Game Tech ETF
GAMR
$37.6M
$7.64K ﹤0.01%
79
+75
GTN.A icon
6780
Gray Media Inc
GTN.A
$1.18B
$7.6K ﹤0.01%
783
ADN
6781
DELISTED
Advent Technologies
ADN
$7.57K ﹤0.01%
2,272
+13
ATNM icon
6782
Actinium Pharmaceuticals
ATNM
$35.6M
$7.55K ﹤0.01%
4,719
-39,981
PDC
6783
Perpetuals.com Ltd
PDC
$15.2M
$7.53K ﹤0.01%
2,945
-11,162
VELO
6784
Velo3D Inc
VELO
$240M
$7.52K ﹤0.01%
+2,450
PFRL icon
6785
PGIM Floating Rate Income ETF
PFRL
$110M
$7.52K ﹤0.01%
150
ALTY icon
6786
Global X Alternative Income ETF
ALTY
$44.1M
$7.5K ﹤0.01%
631
VS icon
6787
Versus Systems
VS
$4.02M
$7.48K ﹤0.01%
3,529
-1
PALI icon
6788
Palisade Bio
PALI
$283M
$7.41K ﹤0.01%
8,618
+8,611
MAGA icon
6789
Point Bridge America First ETF
MAGA
$32M
$7.39K ﹤0.01%
140
IGC icon
6790
IGC Pharma
IGC
$27.6M
$7.38K ﹤0.01%
17,707
SLVO icon
6791
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$17.6M
$7.38K ﹤0.01%
80
DFNS
6792
T3 Defense Inc
DFNS
$61M
$7.35K ﹤0.01%
1,050
-4,704
FUSB icon
6793
First US Bancshares
FUSB
$87M
$7.34K ﹤0.01%
610
+600
COCP icon
6794
Cocrystal Pharma
COCP
$14.2M
$7.33K ﹤0.01%
5,863
TMFE icon
6795
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$92.5M
$7.33K ﹤0.01%
251
+250
HBIO icon
6796
Harvard Bioscience
HBIO
$27M
$7.32K ﹤0.01%
16,703
-12,853
JPMO icon
6797
YieldMax JPM Option Income Strategy ETF
JPMO
$47.9M
$7.3K ﹤0.01%
421
HFND icon
6798
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
$32.5M
$7.29K ﹤0.01%
+309
PFIX icon
6799
Simplify Interest Rate Hedge ETF
PFIX
$154M
$7.28K ﹤0.01%
151
-326
SEIS
6800
SEI Select Small Cap ETF
SEIS
$434M
$7.24K ﹤0.01%
+259
270 271
272
273 274