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
ETHW
6851
Bitwise Ethereum ETF
ETHW
$247M
$5.53K ﹤0.01%
+260
ELUT icon
6852
Elutia
ELUT
$48.3M
$5.52K ﹤0.01%
7,971
RFDA icon
6853
ALPS Dynamic US Dividend Advantage ETF
RFDA
$77.7M
$5.52K ﹤0.01%
86
-100
BSMY
6854
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$103M
$5.46K ﹤0.01%
222
CAPE icon
6855
DoubleLine Shiller CAPE US Equities ETF
CAPE
$267M
$5.44K ﹤0.01%
168
YTRA icon
6856
Yatra Online
YTRA
$67M
$5.41K ﹤0.01%
3,038
-9,880
AAM
6857
DELISTED
AA Mission Acquisition Corp
AAM
$5.33K ﹤0.01%
500
TCRT icon
6858
Alaunos Therapeutics
TCRT
$6.45M
$5.32K ﹤0.01%
1,647
-37
YETH
6859
Roundhill Ether Covered Call Strategy ETF
YETH
$72.8M
$5.25K ﹤0.01%
+300
LINK icon
6860
Interlink Electronics
LINK
$48.8M
$5.24K ﹤0.01%
1,351
+524
QCAP
6861
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$31.3M
$5.22K ﹤0.01%
220
DADS
6862
Digital Asset Debt Strategy ETF
DADS
$7.74M
$5.19K ﹤0.01%
+274
YDDL
6863
One and One Green Technologies
YDDL
$280M
$5.19K ﹤0.01%
+1,000
DFAR icon
6864
Dimensional US Real Estate ETF
DFAR
$1.64B
$5.18K ﹤0.01%
226
+1
REFR icon
6865
Research Frontiers
REFR
$33.4M
$5.16K ﹤0.01%
3,935
BLZRU
6866
Trailblazer Acquisition Corp Unit
BLZRU
$206M
$5.13K ﹤0.01%
500
VAMO icon
6867
Cambria Value and Momentum ETF
VAMO
$81.7M
$5.12K ﹤0.01%
150
PABU icon
6868
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.17B
$5.1K ﹤0.01%
70
HDMV icon
6869
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$17.2M
$5.08K ﹤0.01%
143
STG
6870
Sunlands Technology
STG
$46.1M
$5.06K ﹤0.01%
855
+532
WLAC
6871
Willow Lane Acquisition Corp
WLAC
$197M
$5.06K ﹤0.01%
400
+87
AVMU icon
6872
Avantis Core Municipal Fixed Income ETF
AVMU
$157M
$4.99K ﹤0.01%
108
-1
IGC icon
6873
IGC Pharma
IGC
$29.8M
$4.98K ﹤0.01%
17,707
WIMI
6874
WiMi Hologram Cloud
WIMI
$23.8M
$4.98K ﹤0.01%
2,100
-3,106
IDX icon
6875
VanEck Indonesia Index ETF
IDX
$31.1M
$4.97K ﹤0.01%
301
-2,126
273 274
275
276 277