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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
HUIZ
7051
Huize Holding Ltd
HUIZ
$13.3M
$3.53K ﹤0.01%
2,916
-2,104
XNDU
7052
Xanadu Quantum Technologies Class B
XNDU
$3.33B
$3.52K ﹤0.01%
+460
RMTI icon
7053
Rockwell Medical
RMTI
$22.1M
$3.46K ﹤0.01%
387
+33
YETH
7054
Roundhill Ether Covered Call Strategy ETF
YETH
$56.8M
$3.43K ﹤0.01%
301
+1
FEMR
7055
Fidelity Enhanced Emerging Markets ETF
FEMR
$157M
$3.42K ﹤0.01%
100
HL.PRB icon
7056
Hecla Mining Co Series B Preferred Stock
HL.PRB
$10.3M
$3.38K ﹤0.01%
51
TPST icon
7057
Tempest Therapeutics
TPST
$15.5M
$3.38K ﹤0.01%
2,058
XITK icon
7058
State Street SPDR FactSet Innovative Technology ETF
XITK
$66.8M
$3.37K ﹤0.01%
23
-14
GREE
7059
Greenidge Generation Holdings
GREE
$35.7M
$3.34K ﹤0.01%
3,040
FMAY icon
7060
FT Vest US Equity Buffer ETF May
FMAY
$1.4B
$3.33K ﹤0.01%
63
LINK icon
7061
Interlink Electronics
LINK
$66.2M
$3.31K ﹤0.01%
1,126
-225
KYNB
7062
Kyntra Bio
KYNB
$30.8M
$3.31K ﹤0.01%
488
-5,436
LBTYB icon
7063
Liberty Global Class B
LBTYB
$3.94B
$3.29K ﹤0.01%
+275
PRFX icon
7064
PRF Technologies Ltd
PRFX
$4.11M
$3.26K ﹤0.01%
1,611
-3,509
BZFD icon
7065
BuzzFeed
BZFD
$119M
$3.23K ﹤0.01%
5,309
-2,500
GTIM icon
7066
Good Times Restaurants
GTIM
$15.2M
$3.2K ﹤0.01%
2,735
GYRO icon
7067
Gyrodyne
GYRO
$13.7M
$3.16K ﹤0.01%
426
BJUN icon
7068
Innovator US Equity Buffer ETF June
BJUN
$311M
$3.15K ﹤0.01%
68
ARAI
7069
Arrive AI Inc
ARAI
$21.8M
$3.14K ﹤0.01%
3,943
-2,898
EM
7070
DELISTED
Smart Share Global Ltd
EM
$3.09K ﹤0.01%
2,733
-1,189
FIGB icon
7071
Fidelity Investment Grade Bond ETF
FIGB
$507M
$3.09K ﹤0.01%
71
+28
GTEC icon
7072
Greenland Technologies Holding
GTEC
$14.7M
$3.08K ﹤0.01%
4,408
-8,594
HYDR icon
7073
Global X Hydrogen ETF
HYDR
$91.1M
$3.08K ﹤0.01%
85
MBS icon
7074
Angel Oak Mortgage-Backed Securities ETF
MBS
$148M
$3.07K ﹤0.01%
354
NJUN
7075
Innovator Growth-100 Power Buffer ETF - June
NJUN
$172M
$3.06K ﹤0.01%
98
281 282
283
284 285