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
XHYE icon
6876
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$8.92M
$4.92K ﹤0.01%
127
PSQO
6877
Palmer Square Credit Opportunities ETF
PSQO
$233M
$4.87K ﹤0.01%
+236
AFMC icon
6878
First Trust Active Factor Mid Cap ETF
AFMC
$145M
$4.83K ﹤0.01%
140
-1
SNGX icon
6879
Soligenix
SNGX
$11.5M
$4.81K ﹤0.01%
3,592
-223
ZDEK
6880
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$118M
$4.76K ﹤0.01%
185
AJUL
6881
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$58.9M
$4.74K ﹤0.01%
163
XSHD icon
6882
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$75.6M
$4.7K ﹤0.01%
367
ZJUL
6883
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$134M
$4.68K ﹤0.01%
161
IBO
6884
Impact BioMedical
IBO
$74.2M
$4.68K ﹤0.01%
9,266
AOCT
6885
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$70.3M
$4.68K ﹤0.01%
176
FLAX icon
6886
Franklin FTSE Asia ex Japan ETF
FLAX
$45.4M
$4.65K ﹤0.01%
+157
JEMB
6887
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
$474M
$4.62K ﹤0.01%
+86
EM
6888
Smart Share Global Ltd
EM
$289M
$4.59K ﹤0.01%
3,922
-627,631
CBON icon
6889
VanEck China Bond ETF
CBON
$18.8M
$4.58K ﹤0.01%
200
SABSW icon
6890
SAB Biotherapeutics Warrant
SABSW
$248K
$4.57K ﹤0.01%
146,439
FTOH
6891
Franklin Ohio Municipal Income ETF
FTOH
$67.3M
$4.55K ﹤0.01%
+543
ABOT
6892
Abacus FCF Innovation Leaders ETF
ABOT
$4.06M
$4.53K ﹤0.01%
115
RSSB icon
6893
Return Stacked Global Stocks & Bonds ETF
RSSB
$453M
$4.53K ﹤0.01%
+161
GREE icon
6894
Greenidge Generation Holdings
GREE
$19.5M
$4.5K ﹤0.01%
3,040
-2,637
ZTEK
6895
Zentek
ZTEK
$58.8M
$4.48K ﹤0.01%
7,000
JXG
6896
JX Luxventure
JXG
$28.3M
$4.47K ﹤0.01%
+745
OST icon
6897
Ostin Technology Group
OST
$10.1M
$4.46K ﹤0.01%
2,629
+174
RAIN
6898
Rain Enhancement Technologies
RAIN
$18.8M
$4.38K ﹤0.01%
750
CING icon
6899
Cingulate
CING
$67M
$4.34K ﹤0.01%
+1,000
TRTY icon
6900
Cambria Trinity ETF
TRTY
$139M
$4.33K ﹤0.01%
152
+151
274 275
276
277 278