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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
TACK icon
6826
Fairlead Tactical Sector ETF
TACK
$287M
$8.6K ﹤0.01%
282
-365
MSOX icon
6827
AdvisorShares MSOS 2X Daily ETF
MSOX
$53.3M
$8.6K ﹤0.01%
+4,000
PW
6828
Power REIT
PW
$3.42M
$8.59K ﹤0.01%
1,010
FONR
6829
DELISTED
Fonar
FONR
$8.54K ﹤0.01%
460
-1,540
AMS icon
6830
American Shared Hospital Services
AMS
$9.87M
$8.49K ﹤0.01%
5,858
-450
WBX
6831
Wallbox
WBX
$130M
$8.49K ﹤0.01%
3,423
+1,977
LASE icon
6832
Laser Photonics
LASE
$51M
$8.48K ﹤0.01%
8,481
SAEF icon
6833
Schwab Ariel Opportunities ETF
SAEF
$26M
$8.47K ﹤0.01%
308
+307
DFVX icon
6834
Dimensional US Large Cap Vector ETF
DFVX
$524M
$8.47K ﹤0.01%
114
-871
JCPI icon
6835
JPMorgan Inflation Managed Bond ETF
JCPI
$853M
$8.43K ﹤0.01%
174
-1,664
RKTO
6836
Rocket One Inc
RKTO
$20M
$8.41K ﹤0.01%
10,006
PARK
6837
Park Dental Partners
PARK
$94.5M
$8.39K ﹤0.01%
500
AVNM icon
6838
Avantis All International Markets Equity ETF
AVNM
$669M
$8.38K ﹤0.01%
+110
YJ
6839
Yunji
YJ
$7.14M
$8.27K ﹤0.01%
5,479
+100
TMV icon
6840
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$171M
$8.19K ﹤0.01%
219
-13,000
AKO.A icon
6841
Embotelladora Andina Series A
AKO.A
$3.78B
$8.15K ﹤0.01%
366
+67
CVV icon
6842
CVD Equipment Corp
CVV
$51.2M
$8.13K ﹤0.01%
1,965
-70
XSHD icon
6843
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.6M
$8.11K ﹤0.01%
617
+250
FSI icon
6844
Flexible Solutions
FSI
$76.2M
$8.1K ﹤0.01%
+1,500
BDCZ icon
6845
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
$16M
$8.09K ﹤0.01%
537
BELT
6846
BlackRock ETF Trust iShares U.S. Select Equity Active ETF
BELT
$9.96M
$8.06K ﹤0.01%
+250
NE.WS icon
6847
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$3.54B
$8.04K ﹤0.01%
263
-69
BIOX icon
6848
Bioceres Crop Solutions
BIOX
$21.9M
$8.04K ﹤0.01%
18,061
+12,664
DRIO icon
6849
DarioHealth
DRIO
$52.8M
$8.02K ﹤0.01%
+1,000
TACT icon
6850
Transact Technologies
TACT
$53.3M
$8K ﹤0.01%
2,431
272 273
274
275 276