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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.57%
 

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
+25.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.09B
3
+$907M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M
5
ABT icon
Abbott
ABT
+$748M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLAX icon
6976
Franklin FTSE Asia ex Japan ETF
FLAX
$50.8M
$4.8K ﹤0.01%
157
YMAG icon
6977
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$302M
$4.8K ﹤0.01%
+401
BCHT
6978
Birchtech Corp
BCHT
$50.5M
$4.75K ﹤0.01%
+2,500
BTCC
6979
Grayscale Bitcoin Covered Call ETF
BTCC
$14.2M
$4.75K ﹤0.01%
+305
ZDEK
6980
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$113M
$4.74K ﹤0.01%
185
AJUL
6981
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$57.2M
$4.73K ﹤0.01%
163
CWVX
6982
Tradr 2X Long CRWV Daily ETF
CWVX
$104M
$4.71K ﹤0.01%
+245
ZJUL
6983
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$138M
$4.68K ﹤0.01%
161
CBON icon
6984
VanEck China Bond ETF
CBON
$23.8M
$4.66K ﹤0.01%
199
-1
AOCT
6985
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$49.3M
$4.66K ﹤0.01%
176
FTAG icon
6986
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$14.2M
$4.65K ﹤0.01%
157
-1
PABU icon
6987
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.5B
$4.64K ﹤0.01%
70
MSTU
6988
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$339M
$4.62K ﹤0.01%
+1,088
TOVX icon
6989
Theriva Biologics
TOVX
$11.1M
$4.62K ﹤0.01%
23,602
-176,398
LPCN icon
6990
Lipocine
LPCN
$19.9M
$4.59K ﹤0.01%
574
-177
FJUN icon
6991
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$4.58K ﹤0.01%
81
-102
FLN icon
6992
First Trust Latin America AlphaDEX Fund
FLN
$36.1M
$4.53K ﹤0.01%
177
-1
FTOH
6993
Franklin Ohio Municipal Income ETF
FTOH
$74.5M
$4.52K ﹤0.01%
543
AEMD icon
6994
Aethlon Medical
AEMD
$1.86M
$4.48K ﹤0.01%
2,047
ADFI icon
6995
Anfield Dynamic Fixed Income ETF
ADFI
$50.8M
$4.47K ﹤0.01%
+526
OST icon
6996
Ostin Technology Group
OST
$10.1M
$4.46K ﹤0.01%
2,629
PLTU
6997
Direxion Daily PLTR Bull 2X ETF
PLTU
$450M
$4.45K ﹤0.01%
100
AMDL icon
6998
GraniteShares 2x Long AMD Daily ETF
AMDL
$1.44B
$4.44K ﹤0.01%
364
+110
NSRX
6999
Nasus Pharma
NSRX
$34.3M
$4.44K ﹤0.01%
2,000
FCPI icon
7000
Fidelity Stocks for Inflation ETF
FCPI
$279M
$4.42K ﹤0.01%
90
-94
278 279
280
281 282