Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLDI icon
7076
Calidi Biotherapeutics
CLDI
$2.79M
$1.72K ﹤0.01%
1,467
+1,080
QIS icon
7077
Simplify Multi-QIS Alternative ETF
QIS
$45.9M
$1.71K ﹤0.01%
115
XSEP icon
7078
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$121M
$1.7K ﹤0.01%
40
FSYD icon
7079
Fidelity Sustainable High Yield ETF
FSYD
$112M
$1.69K ﹤0.01%
34
+28
XPL icon
7080
Solitario Resources
XPL
$79.3M
$1.69K ﹤0.01%
2,419
-2,502
KJUN
7081
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$16.6M
$1.68K ﹤0.01%
60
DMII
7082
Drugs Made In America Acquisition II Corp
DMII
$655M
$1.67K ﹤0.01%
+169
SURG icon
7083
SurgePays
SURG
$16.2M
$1.67K ﹤0.01%
1,000
JYD icon
7084
Jayud Global Logistics
JYD
$8.15M
$1.66K ﹤0.01%
333
HYIN icon
7085
WisdomTree Private Credit and Alternative Income Fund
HYIN
$53.6M
$1.62K ﹤0.01%
102
+100
FLSA icon
7086
Franklin FTSE Saudi Arabia ETF
FLSA
$5.13M
$1.62K ﹤0.01%
51
GIG
7087
GigCapital7 Corp
GIG
$355M
$1.61K ﹤0.01%
+153
MOLN
7088
Molecular Partners
MOLN
$162M
$1.6K ﹤0.01%
367
CTXR icon
7089
Citius Pharmaceuticals
CTXR
$18M
$1.58K ﹤0.01%
2,032
+1,625
AVMV icon
7090
Avantis US Mid Cap Value ETF
AVMV
$523M
$1.57K ﹤0.01%
+22
GCTS.WS
7091
GCT Semiconductor Holding Warrants
GCTS.WS
$9.51M
$1.56K ﹤0.01%
20,734
STI icon
7092
Solidion Technology
STI
$55.1M
$1.56K ﹤0.01%
220
-4,234
YCBD icon
7093
cbdMD
YCBD
$7.14M
$1.54K ﹤0.01%
1,139
CBAT icon
7094
CBAK Energy Technology
CBAT
$72.2M
$1.53K ﹤0.01%
1,834
-17,480
MAIA icon
7095
MAIA Biotechnology
MAIA
$77.7M
$1.53K ﹤0.01%
1,000
+168
SFYF icon
7096
SoFi Social 50 ETF
SFYF
$35.7M
$1.51K ﹤0.01%
26
+1
CLRB icon
7097
Cellectar Biosciences
CLRB
$11.7M
$1.5K ﹤0.01%
510
MLSS icon
7098
Milestone Scientific
MLSS
$22.1M
$1.5K ﹤0.01%
5,511
-5,000
HYPD
7099
Hyperion DeFi Inc
HYPD
$41.4M
$1.49K ﹤0.01%
419
-43,614
ASPSW
7100
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$13.9M
$1.46K ﹤0.01%
3,570
-33
282 283
284
285 286