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
HUDI icon
6976
Huadi International Group
HUDI
$16.6M
$3.54K ﹤0.01%
+2,600
XJUL icon
6977
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$44.4M
$3.53K ﹤0.01%
+92
WHWK
6978
Whitehawk Therapeutics
WHWK
$152M
$3.51K ﹤0.01%
1,849
-154
SOBR icon
6979
SOBR Safe
SOBR
$1.43M
$3.49K ﹤0.01%
1,001
+990
COEP icon
6980
Coeptis Therapeutics
COEP
$69.1M
$3.49K ﹤0.01%
+200
ISPO
6981
DELISTED
Inspirato
ISPO
$3.46K ﹤0.01%
1,168
-150
JFU
6982
9F Inc
JFU
$52.6M
$3.45K ﹤0.01%
1,310
XWEL icon
6983
XWELL
XWEL
$7.96M
$3.44K ﹤0.01%
3,480
XPL icon
6984
Solitario Resources
XPL
$68.2M
$3.44K ﹤0.01%
+4,921
SABSW icon
6985
SAB Biotherapeutics Warrant
SABSW
$347K
$3.43K ﹤0.01%
146,439
RANI icon
6986
Rani Therapeutics
RANI
$127M
$3.37K ﹤0.01%
6,750
-270
GVH icon
6987
Globavend
GVH
$2.93M
$3.37K ﹤0.01%
+735
NVNO icon
6988
enVVeno Medical
NVNO
$7.7M
$3.37K ﹤0.01%
106
-2,046
SLNG icon
6989
Stabilis Solutions
SLNG
$103M
$3.36K ﹤0.01%
770
TROO icon
6990
TROOPS Inc
TROO
$399M
$3.35K ﹤0.01%
2,594
-4,313
JTAI icon
6991
Jet.AI
JTAI
$6.12M
$3.34K ﹤0.01%
1,000
-8,808
MTEX icon
6992
Mannatech
MTEX
$13.1M
$3.32K ﹤0.01%
333
+331
SJB icon
6993
ProShares Short High Yield
SJB
$42.8M
$3.31K ﹤0.01%
215
-361
LIVE icon
6994
Live Ventures
LIVE
$48.9M
$3.31K ﹤0.01%
180
TELA icon
6995
TELA Bio
TELA
$36.5M
$3.31K ﹤0.01%
2,219
VVOS icon
6996
Vivos Therapeutics
VVOS
$17.7M
$3.3K ﹤0.01%
1,065
GOLY icon
6997
Strategy Shares Gold-Hedged Bond ETF
GOLY
$194M
$3.3K ﹤0.01%
100
-1
VAL.WS icon
6998
Valaris Ltd Warrants
VAL.WS
$873M
$3.29K ﹤0.01%
1,176
-1,523
XFIV icon
6999
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$436M
$3.27K ﹤0.01%
66
-1
ETHO icon
7000
Amplify Etho Climate Leadership US ETF
ETHO
$168M
$3.18K ﹤0.01%
50
-195