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
SFYX
6926
DELISTED
SoFi Next 500 ETF
SFYX
$4.41K ﹤0.01%
274
BTCT icon
6927
BTC Digital
BTCT
$12.5M
$4.4K ﹤0.01%
+1,600
KHYB icon
6928
KraneShares Asia Pacific High Income Bond ETF
KHYB
$17.4M
$4.36K ﹤0.01%
178
+1
CVM icon
6929
CEL-SCI Corp
CVM
$37M
$4.35K ﹤0.01%
473
-14
PCLA
6930
PicoCELA Inc
PCLA
$19.1M
$4.33K ﹤0.01%
326
+276
ATER icon
6931
Aterian
ATER
$5.77M
$4.33K ﹤0.01%
4,121
EBON icon
6932
Ebang International Holdings
EBON
$16.2M
$4.3K ﹤0.01%
955
TGE
6933
The Generation Essentials Group
TGE
$65.9M
$4.28K ﹤0.01%
+2,000
GYRO icon
6934
Gyrodyne
GYRO
$19.6M
$4.26K ﹤0.01%
426
FLMB icon
6935
Franklin Municipal Green Bond ETF
FLMB
$93M
$4.23K ﹤0.01%
178
DFGP icon
6936
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.31B
$4.22K ﹤0.01%
+76
GRAF
6937
Graf Global Corp
GRAF
$308M
$4.22K ﹤0.01%
400
BTAI icon
6938
BioXcel Therapeutics
BTAI
$36.1M
$4.2K ﹤0.01%
1,641
+61
TJGC
6939
TJGC Group Limited Ordinary Shares
TJGC
$13.6M
$4.2K ﹤0.01%
2,000
PRPH
6940
DELISTED
ProPhase Labs
PRPH
$4.2K ﹤0.01%
917
DDLS icon
6941
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$479M
$4.19K ﹤0.01%
100
TWNP
6942
DELISTED
Twin Hospitality Group
TWNP
$4.19K ﹤0.01%
1,021
-234
OST icon
6943
Ostin Technology Group
OST
$4.16K ﹤0.01%
2,455
-48,501
PODC icon
6944
PodcastOne
PODC
$70.2M
$4.16K ﹤0.01%
2,474
+6
RAIN
6945
Rain Enhancement Technologies
RAIN
$21.5M
$4.15K ﹤0.01%
+750
UDEC
6946
Innovator US Equity Ultra Buffer ETF December
UDEC
$307M
$4.11K ﹤0.01%
107
OESX icon
6947
Orion Energy Systems
OESX
$48.6M
$4.1K ﹤0.01%
468
-4,076
FTAG icon
6948
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$13.2M
$4.09K ﹤0.01%
158
+3
APLY icon
6949
YieldMax AAPL Option Income Strategy ETF
APLY
$119M
$4.09K ﹤0.01%
300
-399
BTOC
6950
Armlogi Holding Corp
BTOC
$15M
$4.07K ﹤0.01%
+5,084
276 277
278
279 280