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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
WFCF icon
6901
Where Food Comes From
WFCF
$62.6M
$6.66K ﹤0.01%
500
TFPN icon
6902
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$165M
$6.65K ﹤0.01%
239
LABU icon
6903
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$683M
$6.64K ﹤0.01%
40
-6,182
AESR icon
6904
Anfield US Equity Sector Rotation ETF
AESR
$251M
$6.64K ﹤0.01%
+397
GVLU icon
6905
Gotham 1000 Value ETF
GVLU
$240M
$6.63K ﹤0.01%
262
PMI
6906
Picard Medical
PMI
$15.8M
$6.63K ﹤0.01%
6,376
-5,177
DFDVW
6907
DeFi Development Corp Warrant
DFDVW
$1.44M
$6.61K ﹤0.01%
12,025
-854
SFYF icon
6908
SoFi Social 50 ETF
SFYF
$41.6M
$6.56K ﹤0.01%
128
+102
NXXT
6909
NextNRG Inc
NXXT
$49.9M
$6.55K ﹤0.01%
16,374
-72,931
INTZ
6910
Intrusion
INTZ
$21.3M
$6.54K ﹤0.01%
7,964
+7,949
FFGX
6911
Fidelity Fundamental Global ex-U.S. ETF
FFGX
$44.6M
$6.52K ﹤0.01%
214
UCL
6912
uCloudlink Group
UCL
$35.6M
$6.49K ﹤0.01%
4,625
YJUN icon
6913
FT Vest International Equity Buffer ETF June
YJUN
$132M
$6.41K ﹤0.01%
249
JAPN
6914
Horizon Kinetics Japan Owner Operator ETF
JAPN
$24.9M
$6.39K ﹤0.01%
+282
CGCV
6915
Capital Group Conservative Equity ETF
CGCV
$1.92B
$6.35K ﹤0.01%
213
PBHC icon
6916
Pathfinder Bancorp
PBHC
$100M
$6.32K ﹤0.01%
495
SIHY icon
6917
Harbor Ares Systematic High Yield ETF
SIHY
$141M
$6.3K ﹤0.01%
140
-28
NYAX
6918
Nayax
NYAX
$2.45B
$6.27K ﹤0.01%
112
ORGN
6919
DELISTED
Origin Materials
ORGN
$6.25K ﹤0.01%
2,742
+3
RVPH
6920
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
$6.22K ﹤0.01%
8,530
-8,336
RUNN icon
6921
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$337M
$6.22K ﹤0.01%
193
-85,540
IXHL icon
6922
Incannex Healthcare
IXHL
$40.6M
$6.2K ﹤0.01%
2,065
+665
XTOC icon
6923
Innovator US Equity Accelerated Plus ETF October
XTOC
$26.4M
$6.15K ﹤0.01%
190
BOXL icon
6924
Boxlight
BOXL
$3.19M
$6.15K ﹤0.01%
+833
PED icon
6925
PEDEVCO
PED
$152M
$6.02K ﹤0.01%
+376
275 276
277
278 279