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
NCPL icon
6801
Netcapital
NCPL
$4.24M
$7.22K ﹤0.01%
3,007
+3,000
GMHS
6802
Gamehaus Holdings
GMHS
$54.6M
$7.15K ﹤0.01%
+4,964
ZALT icon
6803
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$706M
$7.14K ﹤0.01%
224
-13,786
MMLG icon
6804
First Trust Multi-Manager Large Growth ETF
MMLG
$83.5M
$7.14K ﹤0.01%
197
-264
ELUT icon
6805
Elutia
ELUT
$46.5M
$7.1K ﹤0.01%
7,971
+5,971
GLDI icon
6806
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$39.5M
$7.08K ﹤0.01%
42
ECOR icon
6807
electroCore
ECOR
$58.2M
$7.05K ﹤0.01%
1,425
-17,051
DGICB
6808
Donegal Group Class B
DGICB
$7.03K ﹤0.01%
431
+1
WDTE
6809
Defiance S&P 500 Weekly Distribution ETF
WDTE
$67.9M
$7.02K ﹤0.01%
207
+149
LINK icon
6810
Interlink Electronics
LINK
$50.4M
$7.01K ﹤0.01%
827
+150
GNTA
6811
Genenta Science
GNTA
$23.4M
$7K ﹤0.01%
2,200
+200
SACH
6812
Sachem Capital Corp
SACH
$48.6M
$7K ﹤0.01%
6,301
+1
HOLO icon
6813
MicroCloud Hologram
HOLO
$33.1M
$6.93K ﹤0.01%
+1,406
CVV icon
6814
CVD Equipment Corp
CVV
$27.4M
$6.84K ﹤0.01%
2,035
+12
TBG icon
6815
TBG Dividend Focus ETF
TBG
$228M
$6.78K ﹤0.01%
205
-876
ELVA
6816
Electrovaya
ELVA
$379M
$6.76K ﹤0.01%
+1,148
BDEC icon
6817
Innovator US Equity Buffer ETF December
BDEC
$245M
$6.76K ﹤0.01%
141
HYFM icon
6818
Hydrofarm Holdings
HYFM
$6.49M
$6.74K ﹤0.01%
2,047
-882
VVPR icon
6819
VivoPower
VVPR
$45.3M
$6.71K ﹤0.01%
1,491
VOLT
6820
Tema Electrification ETF
VOLT
$433M
$6.71K ﹤0.01%
+233
GVLU icon
6821
Gotham 1000 Value ETF
GVLU
$210M
$6.68K ﹤0.01%
262
INV
6822
Innventure Inc
INV
$259M
$6.66K ﹤0.01%
1,150
-1,541
RENT
6823
Rent the Runway
RENT
$210M
$6.65K ﹤0.01%
1,348
+958
INCR
6824
Intercure
INCR
$45.4M
$6.6K ﹤0.01%
4,027
-150
ESIX icon
6825
State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
$7.58M
$6.59K ﹤0.01%
210
-1
271 272
273
274 275