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
GLBZ
6901
DELISTED
Glen Burnie Bancorp
GLBZ
$4.82K ﹤0.01%
1,036
SOL
6902
DELISTED
Emeren Group
SOL
$4.8K ﹤0.01%
2,541
+453
MLSS icon
6903
Milestone Scientific
MLSS
$20.9M
$4.78K ﹤0.01%
10,511
+4,999
MATH icon
6904
Metalpha Technology Holding
MATH
$52.5M
$4.77K ﹤0.01%
1,300
-6,359
DUG icon
6905
ProShares UltraShort Energy
DUG
$6.62M
$4.74K ﹤0.01%
142
-79
YANG icon
6906
Direxion Daily FTSE China Bear 3X Shares
YANG
$174M
$4.73K ﹤0.01%
220
-1,389
ABOT
6907
Abacus FCF Innovation Leaders ETF
ABOT
$4.22M
$4.68K ﹤0.01%
115
+114
ZDEK
6908
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$122M
$4.67K ﹤0.01%
+185
AJUL
6909
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$58.6M
$4.67K ﹤0.01%
+163
CATO icon
6910
Cato Corp
CATO
$59.6M
$4.66K ﹤0.01%
1,107
AKO.A icon
6911
Embotelladora Andina Series A
AKO.A
$4.65K ﹤0.01%
229
LDEM icon
6912
iShares ESG MSCI EM Leaders ETF
LDEM
$35.6M
$4.65K ﹤0.01%
+78
ZJUL
6913
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$137M
$4.63K ﹤0.01%
+161
AOCT
6914
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$70.1M
$4.62K ﹤0.01%
+176
DWTX
6915
Dogwood Therapeutics
DWTX
$92.1M
$4.62K ﹤0.01%
600
-16,850
NE.WS icon
6916
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$4.22B
$4.62K ﹤0.01%
332
MXC icon
6917
Mexco Energy
MXC
$21.5M
$4.6K ﹤0.01%
502
+1
NHTC icon
6918
Natural Health Trends
NHTC
$38M
$4.56K ﹤0.01%
1,018
-238
XUDV
6919
Franklin U.S. Dividend Booster Index ETF
XUDV
$59.7M
$4.54K ﹤0.01%
+170
FJUN icon
6920
FT Vest US Equity Buffer ETF June
FJUN
$1.09B
$4.53K ﹤0.01%
81
DALI icon
6921
First Trust DorseyWright DALI 1 ETF
DALI
$124M
$4.52K ﹤0.01%
160
CBON icon
6922
VanEck China Bond ETF
CBON
$18.7M
$4.48K ﹤0.01%
200
+1
INCE
6923
Franklin Income Equity Focus ETF
INCE
$117M
$4.45K ﹤0.01%
75
ACHR.WS icon
6924
Archer Aviation Redeemable Warrants
ACHR.WS
$428M
$4.43K ﹤0.01%
2,021
SNGX icon
6925
Soligenix
SNGX
$11.8M
$4.43K ﹤0.01%
3,815
275 276
277
278 279