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
CISO
7101
CISO Global
CISO
$15.4M
$1.45K ﹤0.01%
3,021
LFWD icon
7102
ReWalk Robotics
LFWD
$24.9M
$1.44K ﹤0.01%
2,502
+1
WLDS icon
7103
Wearable Devices
WLDS
$5.11M
$1.43K ﹤0.01%
1,254
-1,254
INTG icon
7104
InterGroup Corp
INTG
$73.7M
$1.42K ﹤0.01%
50
AQMS icon
7105
Aqua Metals
AQMS
$13.1M
$1.42K ﹤0.01%
295
-11
BAFN icon
7106
BayFirst Financial Corp
BAFN
$28.2M
$1.41K ﹤0.01%
179
BGI icon
7107
Birks Group
BGI
$14.3M
$1.41K ﹤0.01%
1,562
DJTWW
7108
Trump Media & Technology Group Warrants
DJTWW
$1.05B
$1.4K ﹤0.01%
200
MNY icon
7109
MoneyHero
MNY
$58.4M
$1.4K ﹤0.01%
1,112
-241
OSTX
7110
OS Therapies Inc
OSTX
$52.6M
$1.4K ﹤0.01%
1,000
EMCB icon
7111
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$99.2M
$1.4K ﹤0.01%
21
-1
XBP icon
7112
XBP Global Holdings
XBP
$31.7M
$1.4K ﹤0.01%
205
+171
CCIX
7113
Churchill Capital Corp IX
CCIX
$392M
$1.38K ﹤0.01%
130
+78
DRCT icon
7114
Direct Digital Holdings
DRCT
$1.77M
$1.36K ﹤0.01%
383
-559
DECM
7115
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$52.8M
$1.35K ﹤0.01%
+41
ATII
7116
Archimedes Tech SPAC Partners II Co
ATII
$309M
$1.35K ﹤0.01%
130
+79
BTOC
7117
Armlogi Holding Corp
BTOC
$13.6M
$1.32K ﹤0.01%
2,542
-2,542
EWUS icon
7118
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$42M
$1.32K ﹤0.01%
31
MTR
7119
Mesa Royalty Trust
MTR
$8.91M
$1.31K ﹤0.01%
302
+300
RDAG
7120
Republic Digital Acquisition Co
RDAG
$384M
$1.31K ﹤0.01%
129
+80
NPAC
7121
New Providence Acquisition Corp III
NPAC
$395M
$1.3K ﹤0.01%
127
+82
QBUL
7122
TrueShares Quarterly Bull Hedge ETF
QBUL
$15.9M
$1.28K ﹤0.01%
54
ANSC
7123
Agriculture & Natural Solutions Acquisition Corp
ANSC
$469M
$1.28K ﹤0.01%
114
+87
KFII
7124
K&F Growth Acquisition Corp II
KFII
$410M
$1.27K ﹤0.01%
123
+79
FBY icon
7125
YieldMax META Option Income Strategy ETF
FBY
$91.6M
$1.26K ﹤0.01%
+100
283 284
285
286 287