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
PRAY icon
6826
FIS Christian Stock Fund
PRAY
$76.9M
$6.13K ﹤0.01%
196
+1
PODC icon
6827
PodcastOne
PODC
$61.5M
$6.11K ﹤0.01%
2,474
RFAI
6828
RF Acquisition Corp II
RFAI
$91.4M
$6.05K ﹤0.01%
564
+40
LPCN icon
6829
Lipocine
LPCN
$16.1M
$6.03K ﹤0.01%
751
+176
BUCK icon
6830
Simplify Stable Income ETF
BUCK
$413M
$5.98K ﹤0.01%
252
TPST icon
6831
Tempest Therapeutics
TPST
$29.4M
$5.91K ﹤0.01%
2,058
-50
WVVI icon
6832
Willamette Valley Vineyards
WVVI
$12.4M
$5.87K ﹤0.01%
1,925
-3,950
BNDC icon
6833
FlexShares Core Select Bond Fund
BNDC
$166M
$5.86K ﹤0.01%
261
+260
BUXX icon
6834
Strive Enhanced Income Short Maturity ETF
BUXX
$504M
$5.85K ﹤0.01%
289
CRWS icon
6835
Crown Crafts
CRWS
$27.9M
$5.83K ﹤0.01%
2,103
+1,102
PXLW icon
6836
Pixelworks
PXLW
$34.6M
$5.83K ﹤0.01%
916
-5,148
NE.WS icon
6837
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$4.76B
$5.82K ﹤0.01%
332
NTWO
6838
Newbury Street II Acquisition Corp
NTWO
$254M
$5.82K ﹤0.01%
558
-14,702
NBOS icon
6839
Neuberger Option Strategy ETF
NBOS
$443M
$5.81K ﹤0.01%
213
HOLO icon
6840
MicroCloud Hologram
HOLO
$43.3M
$5.8K ﹤0.01%
2,197
+791
WFCF icon
6841
Where Food Comes From
WFCF
$62.1M
$5.75K ﹤0.01%
+500
YMAX icon
6842
YieldMax Universe Fund of Option Income ETFs
YMAX
$364M
$5.69K ﹤0.01%
570
+419
RSSS icon
6843
Research Solutions
RSSS
$79.3M
$5.68K ﹤0.01%
1,932
+472
CUE icon
6844
Cue Biopharma
CUE
$49M
$5.68K ﹤0.01%
18,594
-8,918
AEMD icon
6845
Aethlon Medical
AEMD
$3.4M
$5.67K ﹤0.01%
2,047
+2,046
NYAX
6846
Nayax
NYAX
$2.24B
$5.67K ﹤0.01%
112
-205
OMAH
6847
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$698M
$5.65K ﹤0.01%
301
+299
BODI icon
6848
The Beachbody Company
BODI
$73.7M
$5.55K ﹤0.01%
536
-7,575
AIOO
6849
AllianzIM U.S. Equity Buffer100 Protection ETF
AIOO
$31.6M
$5.55K ﹤0.01%
216
FNGR icon
6850
FingerMotion
FNGR
$52.2M
$5.54K ﹤0.01%
4,500
-25,837
272 273
274
275 276