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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
KPRX icon
7101
Kiora Pharmaceuticals
KPRX
$11.1M
$2.72K ﹤0.01%
+1,408
SLNZ
7102
TCW Senior Loan ETF
SLNZ
$222M
$2.63K ﹤0.01%
58
SPRU icon
7103
Spruce Power Holding Corp
SPRU
$44.1M
$2.63K ﹤0.01%
640
-2,912
GXRP
7104
Grayscale XRP Trust ETF
GXRP
$52.3M
$2.6K ﹤0.01%
+100
SLNH icon
7105
Soluna Holdings
SLNH
$199M
$2.6K ﹤0.01%
3,673
-224,645
HOOX
7106
Defiance Daily Target 2X Long HOOD ETF
HOOX
$19.1M
$2.58K ﹤0.01%
133
CRWS icon
7107
Crown Crafts
CRWS
$32.2M
$2.58K ﹤0.01%
1,001
-1,102
BATL icon
7108
Battalion Oil
BATL
$34.8M
$2.56K ﹤0.01%
656
-131,241
ERET icon
7109
iShares Environmentally Aware Real Estate ETF
ERET
$13.9M
$2.56K ﹤0.01%
94
+93
INDO icon
7110
Indonesia Energy Corp
INDO
$42.2M
$2.55K ﹤0.01%
740
GOOX icon
7111
T-Rex 2X Long Alphabet Daily Target ETF
GOOX
$53.3M
$2.52K ﹤0.01%
45
+41
WCBR
7112
WisdomTree Cybersecurity Fund
WCBR
$107M
$2.52K ﹤0.01%
101
MDCX
7113
Medicus Pharma
MDCX
$23.1M
$2.51K ﹤0.01%
5,468
-12,838
BBBS icon
7114
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
$180M
$2.51K ﹤0.01%
49
BTM
7115
DELISTED
Bitcoin Depot
BTM
$2.49K ﹤0.01%
1,142
-433
WQTM
7116
WisdomTree Quantum Computing Fund
WQTM
$315M
$2.47K ﹤0.01%
+100
HVT.A icon
7117
Haverty Furniture Companies Class A
HVT.A
$460M
$2.46K ﹤0.01%
+112
RNRG icon
7118
Global X Renewable Energy Producers ETF
RNRG
$30.3M
$2.44K ﹤0.01%
66
VRME icon
7119
VerifyMe
VRME
$8.66M
$2.43K ﹤0.01%
3,000
+1,000
NXPL icon
7120
NextPlat
NXPL
$19M
$2.43K ﹤0.01%
+652
CULP icon
7121
Culp Inc
CULP
$40.8M
$2.42K ﹤0.01%
884
VNTG
7122
Vantage Corp
VNTG
$22.2M
$2.42K ﹤0.01%
3,029
EMHC icon
7123
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$280M
$2.42K ﹤0.01%
97
-1
RAIN
7124
Rain Enhancement Technologies
RAIN
$19.5M
$2.41K ﹤0.01%
950
+200
DEHP icon
7125
Dimensional Emerging Markets High Profitability ETF
DEHP
$440M
$2.4K ﹤0.01%
71
+70
283 284
285
286 287