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
ICCM icon
7076
IceCure Medical
ICCM
$41.1M
$2.33K ﹤0.01%
2,300
+500
XSVN icon
7077
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$310M
$2.33K ﹤0.01%
48
+1
RLYB icon
7078
Rallybio
RLYB
$30.3M
$2.31K ﹤0.01%
580
-3,981
MKZR
7079
MacKenzie Realty Capital
MKZR
$7.1M
$2.3K ﹤0.01%
468
JYD icon
7080
Jayud Global Logistics
JYD
$7.22M
$2.29K ﹤0.01%
333
-400
SDM
7081
Smart Digital Group
SDM
$2.29K ﹤0.01%
+1,238
QVMS
7082
Invesco S&P SmallCap 600 QVM Multi-factor ETF
QVMS
$225M
$2.27K ﹤0.01%
81
+1
FBRX icon
7083
Forte Biosciences
FBRX
$359M
$2.27K ﹤0.01%
151
QIS icon
7084
Simplify Multi-QIS Alternative ETF
QIS
$54.8M
$2.2K ﹤0.01%
115
CIL
7085
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$2.2K ﹤0.01%
42
-1,090
NEMD
7086
Neuberger Berman Emerging Markets Debt Hard Currency ETF
NEMD
$121M
$2.19K ﹤0.01%
+43
DVLT
7087
Datavault AI
DVLT
$423M
$2.18K ﹤0.01%
2,035
+2,033
YCL icon
7088
ProShares Ultra Yen
YCL
$47.4M
$2.18K ﹤0.01%
100
AIRG icon
7089
Airgain
AIRG
$56.8M
$2.17K ﹤0.01%
500
PAVM icon
7090
PAVmed
PAVM
$9.02M
$2.17K ﹤0.01%
168
PSQH icon
7091
PSQ Holdings
PSQH
$33.7M
$2.16K ﹤0.01%
1,129
GP
7092
GreenPower Motor Co
GP
$6.04M
$2.14K ﹤0.01%
605
-349
RNRG icon
7093
Global X Renewable Energy Producers ETF
RNRG
$29.3M
$2.13K ﹤0.01%
67
-1
YMAG icon
7094
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$335M
$2.12K ﹤0.01%
135
+134
LONA
7095
LeonaBio Inc
LONA
$56.7M
$2.11K ﹤0.01%
510
-1
RKDA icon
7096
Arcadia Biosciences
RKDA
$3.25M
$2.11K ﹤0.01%
608
-179
BLES icon
7097
Inspire Global Hope ETF
BLES
$144M
$2.1K ﹤0.01%
49
-70
MSOX icon
7098
AdvisorShares MSOS 2X Daily ETF
MSOX
$39.1M
$2.09K ﹤0.01%
270
-742
RLMD icon
7099
Relmada Therapeutics
RLMD
$313M
$2.09K ﹤0.01%
1,039
+187
UONEK icon
7100
Urban One Class D
UONEK
$32.5M
$2.09K ﹤0.01%
300
282 283
284
285 286