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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.57%
 

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
+25.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.09B
3
+$907M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M
5
ABT icon
Abbott
ABT
+$748M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNTB
6801
Connect Biopharma Holdings
CNTB
$158M
$9.41K ﹤0.01%
3,590
+1,381
NMTC icon
6802
NeuroOne Medical Technologies
NMTC
$25.1M
$9.39K ﹤0.01%
2,016
-2,315
EXOZ
6803
eXoZymes Inc
EXOZ
$64.7M
$9.39K ﹤0.01%
1,250
VERU icon
6804
Veru
VERU
$44.6M
$9.39K ﹤0.01%
4,247
-23
HTZWW
6805
Hertz Global Holdings Warrants
HTZWW
$82.1M
$9.36K ﹤0.01%
4,103
+387
BKCI icon
6806
BNY Mellon Concentrated International ETF
BKCI
$134M
$9.35K ﹤0.01%
189
DJUL icon
6807
FT Vest US Equity Deep Buffer ETF July
DJUL
$408M
$9.35K ﹤0.01%
200
-5
MSMR icon
6808
McElhenny Sheffield Managed Risk ETF
MSMR
$185M
$9.35K ﹤0.01%
270
SIM icon
6809
Grupo SIMEC
SIM
$4.58B
$9.27K ﹤0.01%
315
+200
IGC icon
6810
IGC Pharma
IGC
$28.4M
$9.24K ﹤0.01%
35,118
+17,411
SWAN icon
6811
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$161M
$9.2K ﹤0.01%
296
+1
REED
6812
Reed's Inc
REED
$12.8M
$9.12K ﹤0.01%
2,513
+2,500
NDOW
6813
Anydrus Advantage ETF
NDOW
$68.9M
$9.1K ﹤0.01%
332
-4,907
BUFZ icon
6814
FT Vest Laddered Moderate Buffer ETF
BUFZ
$996M
$9.04K ﹤0.01%
344
CIRC
6815
Circle8 Group
CIRC
$77.4M
$9.02K ﹤0.01%
2,978
-23,152
BRAG
6816
Bragg Gaming Group
BRAG
$53M
$9.01K ﹤0.01%
5,238
-362
BCAB icon
6817
BioAtla
BCAB
$6.34M
$8.92K ﹤0.01%
1,109
+236
IMNN icon
6818
Imunon
IMNN
$8.49M
$8.92K ﹤0.01%
3,035
+71
TONX
6819
TON Strategy Co
TONX
$181M
$8.92K ﹤0.01%
3,612
-486
RGS icon
6820
Regis Corp
RGS
$69M
$8.86K ﹤0.01%
359
-5
YOOV
6821
Concorde International Group
YOOV
$136M
$8.86K ﹤0.01%
4,979
MUSI icon
6822
American Century Multisector Income ETF
MUSI
$236M
$8.79K ﹤0.01%
201
+1
QQMG icon
6823
Invesco ESG NASDAQ 100 ETF
QQMG
$212M
$8.7K ﹤0.01%
220
-1
SAFX
6824
XCF Global Inc
SAFX
$202M
$8.66K ﹤0.01%
23,699
-378,749
VETZ icon
6825
Academy Veteran Bond ETF
VETZ
$111M
$8.65K ﹤0.01%
433
271 272
273
274 275