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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
VOLT
6851
Tema Electrification ETF
VOLT
$757M
$7.98K ﹤0.01%
233
HBIO icon
6852
Harvard Bioscience
HBIO
$27.7M
$7.93K ﹤0.01%
1,628
-41
EMPD
6853
Empery Digital
EMPD
$109M
$7.92K ﹤0.01%
1,873
-1,845
KNDI
6854
Kandi Technologies Group
KNDI
$69.3M
$7.88K ﹤0.01%
9,426
-452
ADTX
6855
DELISTED
ADITXT INC
ADTX
$7.83K ﹤0.01%
+296
DLXY
6856
Delixy Holdings
DLXY
$8.01M
$7.8K ﹤0.01%
+15,000
EDUC icon
6857
Educational Development Corp
EDUC
$13M
$7.78K ﹤0.01%
6,171
-150
ARBK
6858
Argo Blockchain
ARBK
$47.1M
$7.71K ﹤0.01%
2,688
-1,347
NE.WS.A icon
6859
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$2.69B
$7.68K ﹤0.01%
292
-39
OESX icon
6860
Orion Energy Systems
OESX
$42M
$7.67K ﹤0.01%
877
DGICB
6861
Donegal Group Class B
DGICB
$848M
$7.61K ﹤0.01%
430
DBGI
6862
Digital Brands Group
DBGI
$17.9M
$7.51K ﹤0.01%
+4,170
BYSI icon
6863
BeyondSpring
BYSI
$59.2M
$7.5K ﹤0.01%
4,570
-430
CGMM
6864
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.06B
$7.49K ﹤0.01%
255
ARBE icon
6865
Arbe Robotics
ARBE
$87.4M
$7.46K ﹤0.01%
12,223
-2,966
KZIA
6866
Kazia Therapeutics
KZIA
$155M
$7.44K ﹤0.01%
1,000
TUA icon
6867
Simplify Short Term Treasury Futures Strategy ETF
TUA
$747M
$7.43K ﹤0.01%
351
-2
WPRT
6868
Westport Fuel Systems
WPRT
$39.5M
$7.39K ﹤0.01%
4,061
+1,938
ERX icon
6869
Direxion Daily Energy Bull 2X ETF
ERX
$225M
$7.38K ﹤0.01%
71
+70
PFRL icon
6870
PGIM Floating Rate Income ETF
PFRL
$118M
$7.36K ﹤0.01%
151
-107
OPTT icon
6871
Ocean Power Technologies
OPTT
$56.4M
$7.35K ﹤0.01%
21,000
+13,000
ELUT icon
6872
Elutia
ELUT
$42.6M
$7.32K ﹤0.01%
6,971
-1,000
PHIO icon
6873
Phio Pharmaceuticals
PHIO
$11.8M
$7.32K ﹤0.01%
6,000
ZALT icon
6874
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$659M
$7.27K ﹤0.01%
224
MRAL
6875
GraniteShares 2x Long MARA Daily ETF
MRAL
$58.2M
$7.25K ﹤0.01%
+253
273 274
275
276 277