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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
ACIO icon
7001
Aptus Collared Investment Opportunity ETF
ACIO
$2.38B
$4.39K ﹤0.01%
104
-1,515
SRXH
7002
SRX Global
SRXH
$31.5M
$4.39K ﹤0.01%
567
MADE
7003
iShares U.S. Manufacturing ETF
MADE
$60.9M
$4.33K ﹤0.01%
+130
HARD icon
7004
Simplify Commodities Strategy No K-1 ETF
HARD
$82.4M
$4.32K ﹤0.01%
122
+121
HFSI
7005
Hartford Strategic Income ETF
HFSI
$879M
$4.29K ﹤0.01%
123
-362
GRAF
7006
Graf Global Corp
GRAF
$153M
$4.28K ﹤0.01%
400
SNOA icon
7007
Sonoma Pharmaceuticals
SNOA
$6.03M
$4.27K ﹤0.01%
2,004
+2,000
SPTB
7008
State Street SPDR Portfolio Treasury ETF
SPTB
$283M
$4.27K ﹤0.01%
141
+64
COLA
7009
Columbus Acquisition Corp
COLA
$48M
$4.26K ﹤0.01%
406
+366
MAXI icon
7010
Simplify Bitcoin Strategy PLUS Income ETF
MAXI
$25.9M
$4.26K ﹤0.01%
447
-3
LONZ icon
7011
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$572M
$4.25K ﹤0.01%
86
-165
SNGX icon
7012
Soligenix
SNGX
$5.34M
$4.24K ﹤0.01%
3,592
SNT
7013
Senstar Technologies
SNT
$42.2M
$4.24K ﹤0.01%
1,398
+638
KHYB icon
7014
KraneShares Asia Pacific High Income Bond ETF
KHYB
$15.7M
$4.23K ﹤0.01%
177
+1
PSIL icon
7015
AdvisorShares Psychedelics ETF
PSIL
$44.5M
$4.22K ﹤0.01%
250
-150
CUE icon
7016
Cue Biopharma
CUE
$154M
$4.22K ﹤0.01%
612
-8
SEED icon
7017
Origin Agritech
SEED
$12.3M
$4.22K ﹤0.01%
3,270
-400
IMMP
7018
Immutep
IMMP
$61.7M
$4.2K ﹤0.01%
11,971
+5,399
AIS
7019
VistaShares Artificial Intelligence Supercycle ETF
AIS
$958M
$4.19K ﹤0.01%
100
AKA icon
7020
a.k.a. Brands
AKA
$121M
$4.19K ﹤0.01%
406
+180
ONEG
7021
OneConstruction Group
ONEG
$18.2M
$4.16K ﹤0.01%
2,000
IDX icon
7022
VanEck Indonesia Index ETF
IDX
$28.9M
$4.14K ﹤0.01%
301
NOTV
7023
DELISTED
Inotiv
NOTV
$4.14K ﹤0.01%
15,200
-10
RVSN icon
7024
Rail Vision
RVSN
$10.9M
$4.14K ﹤0.01%
500
+433
UAVS icon
7025
AgEagle Aerial Systems
UAVS
$46.5M
$4.11K ﹤0.01%
4,543
+499
279 280
281
282 283