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
BSMY
6876
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$105M
$5.4K ﹤0.01%
+222
DFAR icon
6877
Dimensional US Real Estate ETF
DFAR
$1.64B
$5.37K ﹤0.01%
225
-1
ZTEK
6878
Zentek
ZTEK
$62.2M
$5.36K ﹤0.01%
7,000
ZYBT
6879
Zhengye Biotechnology
ZYBT
$42.1M
$5.26K ﹤0.01%
2,009
-427
AAM
6880
DELISTED
AA Mission Acquisition Corp
AAM
$5.26K ﹤0.01%
500
-475
AEI icon
6881
Alset
AEI
$86.8M
$5.25K ﹤0.01%
2,075
+2,000
ZSTK
6882
ZeroStack Corp
ZSTK
$22.5M
$5.2K ﹤0.01%
301
-1
SLAI
6883
SOLAI Ltd
SLAI
$15.9M
$5.17K ﹤0.01%
1,913
+722
QCAP
6884
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$38.2M
$5.13K ﹤0.01%
+220
BLZRU
6885
Trailblazer Acquisition Corp Unit
BLZRU
$5.11K ﹤0.01%
+500
SYPR icon
6886
Sypris Solutions
SYPR
$73.9M
$5.11K ﹤0.01%
2,400
NTWK icon
6887
NetSol Technologies
NTWK
$40.1M
$5.11K ﹤0.01%
1,075
WKEY
6888
WISeKey
WKEY
$84M
$5.07K ﹤0.01%
797
-298
ARTL icon
6889
Artelo Biosciences
ARTL
$2.98M
$5.05K ﹤0.01%
1,100
+1,096
EDGU
6890
3EDGE Dynamic US Equity ETF
EDGU
$56.5M
$5.03K ﹤0.01%
180
PABU icon
6891
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.3B
$5.03K ﹤0.01%
70
VAMO icon
6892
Cambria Value and Momentum ETF
VAMO
$79.3M
$5.01K ﹤0.01%
150
-1
HDMV icon
6893
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$17.5M
$4.99K ﹤0.01%
143
+1
XHYE icon
6894
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$10.9M
$4.98K ﹤0.01%
127
+1
AVMU icon
6895
Avantis Core Municipal Fixed Income ETF
AVMU
$155M
$4.97K ﹤0.01%
109
-20
AGZD icon
6896
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$91.2M
$4.93K ﹤0.01%
219
+1
XSHD icon
6897
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$73.5M
$4.93K ﹤0.01%
367
+1
GTIM icon
6898
Good Times Restaurants
GTIM
$12.7M
$4.87K ﹤0.01%
2,985
+250
SEED icon
6899
Origin Agritech
SEED
$13.1M
$4.86K ﹤0.01%
4,020
AFMC icon
6900
First Trust Active Factor Mid Cap ETF
AFMC
$131M
$4.85K ﹤0.01%
141
-1
274 275
276
277 278