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
KHYB icon
6901
KraneShares Asia Pacific High Income Bond ETF
KHYB
$16.9M
$4.31K ﹤0.01%
176
-2
GRAF
6902
Graf Global Corp
GRAF
$309M
$4.3K ﹤0.01%
400
CDLX icon
6903
Cardlytics
CDLX
$49.4M
$4.29K ﹤0.01%
3,727
-484,393
CYN icon
6904
Cyngn
CYN
$20.4M
$4.28K ﹤0.01%
1,800
FTAG icon
6905
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$14.9M
$4.17K ﹤0.01%
158
PRT
6906
PermRock Royalty Trust Unit
PRT
$36.5M
$4.09K ﹤0.01%
1,466
+1
SEED icon
6907
Origin Agritech
SEED
$15.2M
$4.07K ﹤0.01%
3,670
-350
FLN icon
6908
First Trust Latin America AlphaDEX Fund
FLN
$38.8M
$4.05K ﹤0.01%
178
AAPG
6909
Ascentage Pharma
AAPG
$2.36B
$4.01K ﹤0.01%
153
-50
PPBT
6910
Purple Biotech
PPBT
$3.84M
$4K ﹤0.01%
6,091
-4,975
NCTY
6911
The9 Ltd
NCTY
$77.3M
$3.99K ﹤0.01%
627
-24,896
EVAC
6912
EQV Ventures Acquisition Corp II
EVAC
$590M
$3.99K ﹤0.01%
+398
ARKR icon
6913
Ark Restaurants
ARKR
$24.5M
$3.98K ﹤0.01%
594
+577
AMDL icon
6914
GraniteShares 2x Long AMD Daily ETF
AMDL
$750M
$3.95K ﹤0.01%
+254
GWH icon
6915
ESS Tech
GWH
$31.2M
$3.92K ﹤0.01%
2,087
-3,130
SYPR icon
6916
Sypris Solutions
SYPR
$76.7M
$3.9K ﹤0.01%
1,600
-800
BCDA icon
6917
BioCardia
BCDA
$12.9M
$3.88K ﹤0.01%
3,105
FLNT
6918
Fluent
FLNT
$94.5M
$3.85K ﹤0.01%
1,602
GYRO icon
6919
Gyrodyne
GYRO
$17.9M
$3.84K ﹤0.01%
426
PDSB icon
6920
PDS Biotechnology
PDSB
$60.3M
$3.79K ﹤0.01%
4,922
-3,337
INCR
6921
Intercure
INCR
$41.7M
$3.79K ﹤0.01%
4,163
+136
AIS
6922
VistaShares Artificial Intelligence Supercycle ETF
AIS
$221M
$3.78K ﹤0.01%
+100
SIMS icon
6923
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.32M
$3.77K ﹤0.01%
89
GSEP icon
6924
FT Vest US Equity Moderate Buffer ETF September
GSEP
$467M
$3.76K ﹤0.01%
97
FCLD icon
6925
Fidelity Cloud Computing ETF
FCLD
$77.9M
$3.73K ﹤0.01%
125
275 276
277
278 279