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
BUCK icon
6851
Simplify Stable Income ETF
BUCK
$402M
$6.01K ﹤0.01%
252
IAPR icon
6852
Innovator International Developed Power Buffer ETF April
IAPR
$197M
$6.01K ﹤0.01%
200
QNCX icon
6853
Quince Therapeutics
QNCX
$7.35M
$6.01K ﹤0.01%
3,690
-612
DXLG icon
6854
Destination XL Group
DXLG
$29M
$5.92K ﹤0.01%
4,518
-6,322
LONZ icon
6855
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$470M
$5.88K ﹤0.01%
115
-1
BUXX icon
6856
Strive Enhanced Income Short Maturity ETF
BUXX
$382M
$5.86K ﹤0.01%
289
PRT
6857
PermRock Royalty Trust Unit
PRT
$41.5M
$5.83K ﹤0.01%
1,465
HUIZ
6858
Huize Holding Ltd
HUIZ
$19.5M
$5.8K ﹤0.01%
+1,700
GENK icon
6859
GEN Restaurant Group
GENK
$10.5M
$5.78K ﹤0.01%
2,100
-5,700
ITRM icon
6860
Iterum Therapeutics
ITRM
$12.6M
$5.77K ﹤0.01%
8,613
-760
BBBI icon
6861
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$145M
$5.75K ﹤0.01%
+110
NBOS icon
6862
Neuberger Option Strategy ETF
NBOS
$443M
$5.72K ﹤0.01%
213
-475
SBFM
6863
Sunshine Biopharma
SBFM
$5.74M
$5.71K ﹤0.01%
3,834
FEED
6864
ENvue Medical Inc
FEED
$2.66M
$5.64K ﹤0.01%
1,000
+897
RFAI
6865
RF Acquisition Corp II
RFAI
$90.6M
$5.63K ﹤0.01%
524
+457
DUST icon
6866
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$16.3M
$5.6K ﹤0.01%
512
+219
AIOO
6867
AllianzIM U.S. Equity Buffer100 Protection ETF
AIOO
$28.4M
$5.51K ﹤0.01%
+216
ZEO
6868
Zeo Energy
ZEO
$40.1M
$5.5K ﹤0.01%
+4,075
GRCE
6869
Grace Therapeutics
GRCE
$63M
$5.5K ﹤0.01%
1,848
CAPE icon
6870
DoubleLine Shiller CAPE US Equities ETF
CAPE
$279M
$5.5K ﹤0.01%
168
-1
QDTE icon
6871
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$883M
$5.48K ﹤0.01%
154
-846
TBHC
6872
The Brand House Collective
TBHC
$25.2M
$5.48K ﹤0.01%
3,360
-265
WKHS icon
6873
Workhorse Group
WKHS
$31.1M
$5.47K ﹤0.01%
415
+220
ACOG
6874
Alpha Cognition
ACOG
$138M
$5.47K ﹤0.01%
840
+315
RSSS icon
6875
Research Solutions
RSSS
$78.3M
$5.45K ﹤0.01%
1,460
+960
273 274
275
276 277