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
XFIV icon
6951
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$434M
$3.27K ﹤0.01%
66
NTWK icon
6952
NetSol Technologies
NTWK
$39.8M
$3.26K ﹤0.01%
1,075
VPLS icon
6953
Vanguard Core Plus Bond ETF
VPLS
$1.36B
$3.25K ﹤0.01%
41
+1
FEMR
6954
Fidelity Enhanced Emerging Markets ETF
FEMR
$106M
$3.25K ﹤0.01%
100
SKYE icon
6955
Skye Bioscience
SKYE
$24M
$3.2K ﹤0.01%
4,269
-683
MRNOW
6956
Murano Global Investments PLC Warrants
MRNOW
$835K
$3.2K ﹤0.01%
+121,600
PMAR icon
6957
Innovator US Equity Power Buffer ETF March
PMAR
$709M
$3.19K ﹤0.01%
71
-4,573
RLYB icon
6958
Rallybio
RLYB
$44.6M
$3.18K ﹤0.01%
580
BJUN icon
6959
Innovator US Equity Buffer ETF June
BJUN
$136M
$3.18K ﹤0.01%
68
QRHC icon
6960
Quest Resource Holding
QRHC
$23.5M
$3.16K ﹤0.01%
1,701
-2
CULP icon
6961
Culp, Inc. Common Stock
CULP
$37.1M
$3.15K ﹤0.01%
884
CATO icon
6962
Cato Corp
CATO
$58.4M
$3.11K ﹤0.01%
1,007
-100
MBS icon
6963
Angel Oak Mortgage-Backed Securities ETF
MBS
$154M
$3.1K ﹤0.01%
354
+49
NJUN
6964
Innovator Growth-100 Power Buffer ETF - June
NJUN
$69.8M
$3.09K ﹤0.01%
98
EDGH
6965
3EDGE Dynamic Hard Assets ETF
EDGH
$138M
$3.07K ﹤0.01%
101
LBAY icon
6966
Leatherback Long/Short Alternative Yield ETF
LBAY
$21.7M
$3.06K ﹤0.01%
+126
DSMC icon
6967
Distillate Small/Mid Cash Flow ETF
DSMC
$120M
$3.06K ﹤0.01%
+86
ICCM icon
6968
IceCure Medical
ICCM
$26.2M
$3.05K ﹤0.01%
5,000
+2,700
IINN icon
6969
Inspira Technologies Oxy
IINN
$18.5M
$3.04K ﹤0.01%
3,380
+3,000
BUFB icon
6970
Innovator Laddered Allocation Buffer ETF
BUFB
$253M
$3.04K ﹤0.01%
83
-206
FFND icon
6971
The Future Fund Active ETF
FFND
$93.7M
$3.01K ﹤0.01%
100
ZEO
6972
Zeo Energy
ZEO
$18.4M
$3K ﹤0.01%
2,756
-1,319
BMR icon
6973
Beamr Imaging
BMR
$24.1M
$2.97K ﹤0.01%
1,890
-4,410
NAUG
6974
Innovator Growth-100 Power Buffer ETF - August
NAUG
$77.7M
$2.96K ﹤0.01%
100
RMTI icon
6975
Rockwell Medical
RMTI
$35.9M
$2.95K ﹤0.01%
3,542
-5,866
277 278
279
280 281