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
ESIX icon
6801
State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
$7.49M
$6.64K ﹤0.01%
211
+1
IAUM icon
6802
iShares Gold Trust Micro
IAUM
$7.55B
$6.62K ﹤0.01%
154
+101
CRPT icon
6803
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$95M
$6.61K ﹤0.01%
440
-568
XITK icon
6804
State Street SPDR FactSet Innovative Technology ETF
XITK
$55.4M
$6.6K ﹤0.01%
37
-40
SBDS
6805
DELISTED
Solo Brands Inc
SBDS
$6.6K ﹤0.01%
1,091
-31
AXG
6806
Solowin Holdings
AXG
$620M
$6.59K ﹤0.01%
+1,603
WISE icon
6807
Themes Generative Artificial Intelligence ETF
WISE
$32.6M
$6.55K ﹤0.01%
168
-262
EQRR icon
6808
ProShares Equities for Rising Rates ETF
EQRR
$31.1M
$6.52K ﹤0.01%
101
+1
FFGX
6809
Fidelity Fundamental Global ex-U.S. ETF
FFGX
$39.1M
$6.52K ﹤0.01%
214
CGCV
6810
Capital Group Conservative Equity ETF
CGCV
$1.51B
$6.49K ﹤0.01%
213
NAKA
6811
Nakamoto Inc
NAKA
$151M
$6.48K ﹤0.01%
18,450
-9,500
SPYC icon
6812
Simplify US Equity PLUS Convexity ETF
SPYC
$93.6M
$6.47K ﹤0.01%
151
FDV icon
6813
Federated Hermes US Strategic Dividend ETF
FDV
$615M
$6.47K ﹤0.01%
226
GVLU icon
6814
Gotham 1000 Value ETF
GVLU
$217M
$6.46K ﹤0.01%
262
MAXI icon
6815
Simplify Bitcoin Strategy PLUS Income ETF
MAXI
$32.5M
$6.44K ﹤0.01%
450
+448
YJUN icon
6816
FT Vest International Equity Buffer ETF June
YJUN
$137M
$6.38K ﹤0.01%
+249
XTOC icon
6817
Innovator US Equity Accelerated Plus ETF October
XTOC
$19.5M
$6.36K ﹤0.01%
190
YJ
6818
Yunji
YJ
$7.73M
$6.35K ﹤0.01%
5,379
TAIL icon
6819
Cambria Tail Risk ETF
TAIL
$190M
$6.33K ﹤0.01%
551
-992
PHIO icon
6820
Phio Pharmaceuticals
PHIO
$14.1M
$6.3K ﹤0.01%
6,000
CVV icon
6821
CVD Equipment Corp
CVV
$27.1M
$6.29K ﹤0.01%
2,035
CMMB
6822
Chemomab Therapeutics
CMMB
$12M
$6.23K ﹤0.01%
3,775
-86,290
CNTB
6823
Connect Biopharma Holdings
CNTB
$159M
$6.23K ﹤0.01%
2,209
+2,109
IAPR icon
6824
Innovator International Developed Power Buffer ETF April
IAPR
$197M
$6.17K ﹤0.01%
200
TFPN icon
6825
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$148M
$6.14K ﹤0.01%
239
-249
271 272
273
274 275