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
CAMX icon
6926
Cambiar Aggressive Value ETF
CAMX
$61.5M
$3.72K ﹤0.01%
118
EMBX
6927
VanEck Emerging Markets Bond ETF
EMBX
$202M
$3.7K ﹤0.01%
+73
HL.PRB icon
6928
Hecla Mining Co Series B Preferred Stock
HL.PRB
$11.4M
$3.69K ﹤0.01%
51
+50
SNT
6929
Senstar Technologies
SNT
$70.9M
$3.67K ﹤0.01%
760
YDES
6930
YD Bio Ltd
YDES
$441M
$3.65K ﹤0.01%
299
-9,958
XJUL icon
6931
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$71.4M
$3.6K ﹤0.01%
92
LONA
6932
LeonaBio Inc
LONA
$91M
$3.56K ﹤0.01%
470
-40
GOLY icon
6933
Strategy Shares Gold-Hedged Bond ETF
GOLY
$138M
$3.55K ﹤0.01%
101
+1
JZXN icon
6934
Jiuzi Holdings
JZXN
$1.24M
$3.52K ﹤0.01%
+2,034
SLNG icon
6935
Stabilis Solutions
SLNG
$64.7M
$3.5K ﹤0.01%
770
IQSM icon
6936
IQ Candriam US Mid Cap Equity ETF
IQSM
$287M
$3.46K ﹤0.01%
100
+87
LDEM icon
6937
iShares ESG MSCI EM Leaders ETF
LDEM
$33.4M
$3.45K ﹤0.01%
59
-19
HUDI icon
6938
Huadi International Group
HUDI
$16.6M
$3.44K ﹤0.01%
3,076
+476
SIM icon
6939
Grupo SIMEC
SIM
$4.45B
$3.44K ﹤0.01%
115
+71
TBHC
6940
DELISTED
The Brand House Collective
TBHC
$3.43K ﹤0.01%
3,118
-242
BNGO icon
6941
Bionano Genomics
BNGO
$12.5M
$3.4K ﹤0.01%
2,224
-3,984
CORZZ icon
6942
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.51B
$3.39K ﹤0.01%
233
-4,795
WBX icon
6943
Wallbox
WBX
$49.4M
$3.38K ﹤0.01%
1,446
-5,727
HTOO icon
6944
Fusion Fuel Green
HTOO
$8.9M
$3.38K ﹤0.01%
1,015
+742
FMAY icon
6945
FT Vest US Equity Buffer ETF May
FMAY
$1.1B
$3.37K ﹤0.01%
+63
SFYX
6946
DELISTED
SoFi Next 500 ETF
SFYX
$3.35K ﹤0.01%
205
-69
WPRT
6947
Westport Fuel Systems
WPRT
$34.6M
$3.33K ﹤0.01%
2,123
-2,246
GTIM icon
6948
Good Times Restaurants
GTIM
$13.3M
$3.31K ﹤0.01%
2,735
-250
UAVS icon
6949
AgEagle Aerial Systems
UAVS
$53.3M
$3.29K ﹤0.01%
4,044
+778
EDSA icon
6950
Edesa Biotech
EDSA
$49M
$3.27K ﹤0.01%
+2,300
276 277
278
279 280