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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
WIMI
7026
WiMi Hologram Cloud
WIMI
$27.4M
$4.03K ﹤0.01%
2,100
EVAC
7027
EQV Ventures Acquisition Corp II
EVAC
$597M
$4.02K ﹤0.01%
398
SBDS
7028
DELISTED
Solo Brands Inc
SBDS
$4K ﹤0.01%
1,064
-27
RVMDW icon
7029
Revolution Medicines Inc Warrant
RVMDW
$103M
$3.97K ﹤0.01%
+2,216
BUI.RT
7030
DELISTED
BlackRock Utilities, Infrastructure & Power Opportunities Trust Rights (expiring April 2, 2026)
BUI.RT
$3.9K ﹤0.01%
+487,237
ABOT
7031
Abacus FCF Innovation Leaders ETF
ABOT
$5.05M
$3.85K ﹤0.01%
116
+1
AEI icon
7032
Alset
AEI
$47.1M
$3.82K ﹤0.01%
2,075
NTWK icon
7033
NetSol Technologies
NTWK
$51.7M
$3.81K ﹤0.01%
1,125
+50
NINE
7034
Nine Energy Service Inc
NINE
$152M
$3.81K ﹤0.01%
+465
QLD icon
7035
ProShares Ultra QQQ
QLD
$14.1B
$3.79K ﹤0.01%
62
-8,421
VGAS icon
7036
Verde Clean Fuels
VGAS
$23.6M
$3.77K ﹤0.01%
2,229
-13,164
BCDA icon
7037
BioCardia
BCDA
$13.6M
$3.76K ﹤0.01%
3,105
GCTS.WS
7038
GCT Semiconductor Holding Warrants
GCTS.WS
$18.4M
$3.75K ﹤0.01%
20,734
SABSW icon
7039
SAB Biotherapeutics Warrant
SABSW
$113K
$3.71K ﹤0.01%
146,439
SIMS icon
7040
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.64M
$3.7K ﹤0.01%
88
-1
GSEP icon
7041
FT Vest US Equity Moderate Buffer ETF September
GSEP
$344M
$3.7K ﹤0.01%
97
CYCU
7042
Cycurion Inc
CYCU
$5.46M
$3.67K ﹤0.01%
+3,636
CAMX icon
7043
Cambiar Aggressive Value ETF
CAMX
$67.5M
$3.66K ﹤0.01%
118
IPST
7044
IP Strategy Holdings
IPST
$1.77M
$3.63K ﹤0.01%
687
REFR icon
7045
Research Frontiers
REFR
$19.2M
$3.62K ﹤0.01%
3,935
TBG icon
7046
TBG Dividend Focus ETF
TBG
$244M
$3.61K ﹤0.01%
103
+102
XJUL icon
7047
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$41.8M
$3.58K ﹤0.01%
92
JETD icon
7048
MAX Airlines -3x Inverse Leveraged ETN
JETD
$470K
$3.58K ﹤0.01%
+714
INCE
7049
Franklin Income Equity Focus ETF
INCE
$128M
$3.56K ﹤0.01%
55
-4,600
BUFQ icon
7050
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.51B
$3.53K ﹤0.01%
100
-943
280 281
282
283 284