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
UAVS icon
6826
AgEagle Aerial Systems
UAVS
$43.6M
$6.56K ﹤0.01%
3,266
-8
VMAR icon
6827
Vision Marine Technologies
VMAR
$2.6M
$6.55K ﹤0.01%
+120
FDV icon
6828
Federated Hermes US Strategic Dividend ETF
FDV
$620M
$6.49K ﹤0.01%
226
+225
CLGN icon
6829
CollPlant Biotechnologies
CLGN
$7.55M
$6.47K ﹤0.01%
2,406
+2,405
SPYC icon
6830
Simplify US Equity PLUS Convexity ETF
SPYC
$97.1M
$6.47K ﹤0.01%
151
DABS
6831
DoubleLine Asset-Backed Securities ETF
DABS
$114M
$6.43K ﹤0.01%
126
+91
CGCV
6832
Capital Group Conservative Equity ETF
CGCV
$1.48B
$6.41K ﹤0.01%
213
DYAI icon
6833
Dyadic International
DYAI
$30.4M
$6.4K ﹤0.01%
5,427
-227
FFGX
6834
Fidelity Fundamental Global ex-U.S. ETF
FFGX
$37.1M
$6.4K ﹤0.01%
+214
VCRB icon
6835
Vanguard Core Bond ETF
VCRB
$5.95B
$6.36K ﹤0.01%
81
+80
PPBT
6836
Purple Biotech
PPBT
$4.71M
$6.36K ﹤0.01%
11,066
+6,500
EQRR icon
6837
ProShares Equities for Rising Rates ETF
EQRR
$10.9M
$6.32K ﹤0.01%
100
-92
SPTB
6838
State Street SPDR Portfolio Treasury ETF
SPTB
$157M
$6.28K ﹤0.01%
205
REFR icon
6839
Research Frontiers
REFR
$37.3M
$6.26K ﹤0.01%
3,935
CELU icon
6840
Celularity
CELU
$36M
$6.21K ﹤0.01%
3,000
+2,900
LNZA icon
6841
LanzaTech
LNZA
$88.5M
$6.2K ﹤0.01%
253
-1,221
XTOC icon
6842
Innovator US Equity Accelerated Plus ETF October
XTOC
$19.5M
$6.2K ﹤0.01%
+190
IMTE icon
6843
Integrated Media Technology
IMTE
$2M
$6.18K ﹤0.01%
+6,211
BRNS
6844
Barinthus Biotherapeutics
BRNS
$24.9M
$6.18K ﹤0.01%
4,942
+90
IBO
6845
Impact BioMedical
IBO
$45M
$6.16K ﹤0.01%
+9,266
IZM icon
6846
ICZOOM Group
IZM
$11.2M
$6.16K ﹤0.01%
2,586
XIMR icon
6847
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$32.6M
$6.15K ﹤0.01%
197
PRAY icon
6848
FIS Christian Stock Fund
PRAY
$78M
$6.12K ﹤0.01%
195
IVAL icon
6849
Alpha Architect International Quantitative Value ETF
IVAL
$215M
$6.08K ﹤0.01%
201
+200
CSHI icon
6850
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$926M
$6.02K ﹤0.01%
121
+120
272 273
274
275 276