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
CWS icon
6976
AdvisorShares Focused Equity ETF
CWS
$157M
$2.94K ﹤0.01%
42
QMAG
6977
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$60.9M
$2.93K ﹤0.01%
+124
ICG
6978
Intchains Group
ICG
$79.5M
$2.92K ﹤0.01%
1,629
-5,410
UONE icon
6979
Urban One Class A
UONE
$23.1M
$2.88K ﹤0.01%
280
JULW icon
6980
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$301M
$2.86K ﹤0.01%
73
COEP icon
6981
Coeptis Therapeutics
COEP
$74.4M
$2.85K ﹤0.01%
200
PBBK
6982
DELISTED
PB Bankshares
PBBK
$2.83K ﹤0.01%
+134
EUO icon
6983
ProShares UltraShort Euro
EUO
$35.9M
$2.83K ﹤0.01%
100
-350
QDEC icon
6984
FT Vest Growth-100 Buffer ETF December
QDEC
$625M
$2.83K ﹤0.01%
87
WCBR icon
6985
WisdomTree Cybersecurity Fund
WCBR
$67.5M
$2.81K ﹤0.01%
101
FITE
6986
State Street SPDR S&P Kensho Future Security ETF
FITE
$111M
$2.77K ﹤0.01%
32
+1
NE.WS.A icon
6987
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$4.32B
$2.76K ﹤0.01%
331
ALLW
6988
SSGA Active Trust State Street Bridgewater All Weather ETF
ALLW
$1.22B
$2.75K ﹤0.01%
+100
MATH icon
6989
Metalpha Technology Holding
MATH
$48.2M
$2.73K ﹤0.01%
1,300
RVP icon
6990
Retractable Technologies
RVP
$20.1M
$2.73K ﹤0.01%
3,530
HYDR icon
6991
Global X Hydrogen ETF
HYDR
$63.8M
$2.7K ﹤0.01%
85
SLNZ
6992
TCW Senior Loan ETF
SLNZ
$225M
$2.69K ﹤0.01%
58
NERD icon
6993
Roundhill Video Games ETF
NERD
$15.4M
$2.67K ﹤0.01%
110
+1
LIVE icon
6994
Live Ventures
LIVE
$41.7M
$2.66K ﹤0.01%
180
VNTG
6995
Vantage Corp
VNTG
$24.4M
$2.63K ﹤0.01%
+3,029
MNOV icon
6996
MediciNova
MNOV
$73.3M
$2.62K ﹤0.01%
2,000
TELA icon
6997
TELA Bio
TELA
$25.4M
$2.62K ﹤0.01%
2,219
EBON icon
6998
Ebang International Holdings
EBON
$12.9M
$2.6K ﹤0.01%
848
-107
OPTX icon
6999
Syntec Optics
OPTX
$346M
$2.58K ﹤0.01%
+903
FDIF icon
7000
Fidelity Disruptors ETF
FDIF
$96.2M
$2.58K ﹤0.01%
72
278 279
280
281 282