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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
SHAZ
7076
SharonAI Holdings
SHAZ
$2.32B
$3.05K ﹤0.01%
+134
INCR
7077
Intercure
INCR
$55.4M
$3.03K ﹤0.01%
4,031
-132
LDEM icon
7078
iShares ESG MSCI EM Leaders ETF
LDEM
$33.2M
$3.02K ﹤0.01%
52
-7
STG
7079
Sunlands Technology
STG
$53.2M
$3K ﹤0.01%
856
+1
DRNZ
7080
REX Drone ETF
DRNZ
$104M
$2.99K ﹤0.01%
125
+100
BUFB icon
7081
Innovator Laddered Allocation Buffer ETF
BUFB
$316M
$2.98K ﹤0.01%
83
STI icon
7082
Solidion Technology
STI
$69.9M
$2.97K ﹤0.01%
470
+250
EVGN icon
7083
Evogene
EVGN
$6.2M
$2.96K ﹤0.01%
3,851
-5,200
EUO icon
7084
ProShares UltraShort Euro
EUO
$35.3M
$2.96K ﹤0.01%
100
FTHM icon
7085
Fathom Holdings
FTHM
$32.5M
$2.92K ﹤0.01%
5,501
-2,000
ZSC icon
7086
USCF Sustainable Commodity Strategy Fund
ZSC
$3.01M
$2.91K ﹤0.01%
99
+89
NAUG
7087
Innovator Growth-100 Power Buffer ETF - August
NAUG
$42.1M
$2.9K ﹤0.01%
100
FFND icon
7088
The Future Fund Active ETF
FFND
$101M
$2.88K ﹤0.01%
100
QMAG
7089
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$53.4M
$2.87K ﹤0.01%
124
CATO icon
7090
Cato Corp
CATO
$69.3M
$2.85K ﹤0.01%
1,007
CONY icon
7091
YieldMax COIN Option Income Strategy ETF
CONY
$322M
$2.85K ﹤0.01%
+108
HTOO icon
7092
Fusion Fuel Green
HTOO
$8.54M
$2.84K ﹤0.01%
1,015
JULW icon
7093
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$232M
$2.83K ﹤0.01%
73
ROC
7094
Rank One Computing Corp
ROC
$96.2M
$2.8K ﹤0.01%
+400
CORD
7095
T-REX 2X Inverse CRWV Daily Target ETF
CORD
$16M
$2.79K ﹤0.01%
+185
XBP icon
7096
XBP Global Holdings
XBP
$32M
$2.79K ﹤0.01%
633
+428
GMTL
7097
Guardian Metal Resources
GMTL
$491M
$2.78K ﹤0.01%
+159
AIRG icon
7098
Airgain
AIRG
$76.2M
$2.75K ﹤0.01%
500
CWS icon
7099
AdvisorShares Focused Equity ETF
CWS
$130M
$2.75K ﹤0.01%
42
MNOV icon
7100
MediciNova
MNOV
$68.4M
$2.74K ﹤0.01%
2,000
282 283
284
285 286