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
WCBR icon
7001
WisdomTree Cybersecurity Fund
WCBR
$76M
$3.18K ﹤0.01%
101
+1
CISO
7002
CISO Global
CISO
$16.3M
$3.17K ﹤0.01%
3,021
+3,000
VPLS icon
7003
Vanguard Core Plus Bond ETF
VPLS
$1.21B
$3.15K ﹤0.01%
40
-251
RVSN icon
7004
Rail Vision
RVSN
$18.9M
$3.14K ﹤0.01%
+243
BJUN icon
7005
Innovator US Equity Buffer ETF June
BJUN
$137M
$3.11K ﹤0.01%
68
FEMR
7006
Fidelity Enhanced Emerging Markets ETF
FEMR
$84.6M
$3.1K ﹤0.01%
+100
RBOT icon
7007
Vicarious Surgical
RBOT
$15.3M
$3.1K ﹤0.01%
563
-1,197
IQST
7008
IQSTEL Inc
IQST
$8.96M
$3.1K ﹤0.01%
485
+231
SKBL
7009
Skyline Builders Group
SKBL
$42.4M
$3.08K ﹤0.01%
900
-30,207
NERD icon
7010
Roundhill Video Games ETF
NERD
$16.3M
$3.06K ﹤0.01%
109
ASRV icon
7011
AmeriServ Financial
ASRV
$63.6M
$3.04K ﹤0.01%
1,050
+1,049
PAPL
7012
Pineapple Financial
PAPL
$18.3M
$3.04K ﹤0.01%
+539
NJUN
7013
Innovator Growth-100 Power Buffer ETF - June
NJUN
$64.5M
$3.02K ﹤0.01%
98
EHLD
7014
Euroholdings Ltd
EHLD
$19M
$3.01K ﹤0.01%
422
-320
OVID icon
7015
Ovid Therapeutics
OVID
$118M
$3.01K ﹤0.01%
2,314
-8,251
SCOR icon
7016
Comscore
SCOR
$34M
$3K ﹤0.01%
344
FFND icon
7017
The Future Fund Active ETF
FFND
$92.1M
$2.99K ﹤0.01%
+100
CLSD
7018
DELISTED
Clearside Biomedical
CLSD
$2.98K ﹤0.01%
750
-7,976
RVP icon
7019
Retractable Technologies
RVP
$19.8M
$2.97K ﹤0.01%
3,530
-167
YLD icon
7020
Principal Active High Yield ETF
YLD
$484M
$2.94K ﹤0.01%
151
ETH
7021
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.54B
$2.94K ﹤0.01%
+75
HYDR icon
7022
Global X Hydrogen ETF
HYDR
$64.8M
$2.93K ﹤0.01%
85
BYAH
7023
Park Ha Biological Technology Co
BYAH
$3.65M
$2.93K ﹤0.01%
6,125
-1,196
CRWS icon
7024
Crown Crafts
CRWS
$31.8M
$2.91K ﹤0.01%
1,001
EDGH
7025
3EDGE Dynamic Hard Assets ETF
EDGH
$133M
$2.91K ﹤0.01%
101
-222
279 280
281
282 283