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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
CMMB
6876
Chemomab Therapeutics
CMMB
$12.8M
$7.18K ﹤0.01%
4,575
+800
RNXT icon
6877
RenovoRx
RNXT
$41.9M
$7.17K ﹤0.01%
7,102
+5,981
BOSC icon
6878
Better Online Solutions
BOSC
$29.9M
$7.14K ﹤0.01%
1,590
-177
GECC icon
6879
Great Elm Capital Corp
GECC
$72.9M
$7.13K ﹤0.01%
1,423
-1,219
VRM icon
6880
Vroom Inc
VRM
$38.2M
$7.13K ﹤0.01%
536
-598
APLY icon
6881
YieldMax AAPL Option Income Strategy ETF
APLY
$125M
$7.07K ﹤0.01%
601
+600
EQRR icon
6882
ProShares Equities for Rising Rates ETF
EQRR
$36.3M
$7.03K ﹤0.01%
101
PDC
6883
Perpetuals.com Ltd
PDC
$25.9M
$7K ﹤0.01%
1,415
-532
UPXI icon
6884
Upexi
UPXI
$61M
$7K ﹤0.01%
7,100
-130,688
JG
6885
Aurora Mobile
JG
$26.3M
$6.99K ﹤0.01%
1,000
-2,490
FDIG icon
6886
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$262M
$6.97K ﹤0.01%
211
-1,380
SACH
6887
Sachem Capital Corp
SACH
$41.5M
$6.93K ﹤0.01%
6,865
-10
WLACW
6888
DELISTED
Willow Lane Acquisition Corp Warrants
WLACW
$6.9K ﹤0.01%
2,380
FLAU icon
6889
Franklin FTSE Australia ETF
FLAU
$86.7M
$6.88K ﹤0.01%
209
+183
CERY
6890
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.04B
$6.87K ﹤0.01%
195
-437
TMFE icon
6891
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$80.5M
$6.85K ﹤0.01%
251
+1
TRAW icon
6892
Traws Pharma
TRAW
$11.6M
$6.82K ﹤0.01%
+3,729
OGCP
6893
Empire State Realty Series 60
OGCP
$1.47B
$6.81K ﹤0.01%
1,300
JHPI icon
6894
John Hancock Preferred Income ETF
JHPI
$208M
$6.81K ﹤0.01%
301
-1
BNKK
6895
Bonk Inc
BNKK
$9.84M
$6.8K ﹤0.01%
2,604
-11
QALT
6896
SEI DBi Multi-Strategy Alternative ETF
QALT
$192M
$6.78K ﹤0.01%
+268
GTBP icon
6897
GT Biopharma
GTBP
$15.3M
$6.77K ﹤0.01%
16,599
-2,000
WWR icon
6898
Westwater Resources
WWR
$60M
$6.74K ﹤0.01%
10,301
+1,000
METL
6899
Sprott Active Metals & Miners ETF
METL
$83.7M
$6.72K ﹤0.01%
+250
ESIX
6900
DELISTED
State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
$6.71K ﹤0.01%
211
274 275
276
277 278