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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
NNVC icon
7126
NanoViricides
NNVC
$34.7M
$2.39K ﹤0.01%
2,616
-16,035
RINF icon
7127
ProShares Inflation Expectations ETF
RINF
$18.1M
$2.38K ﹤0.01%
75
-2
PDSB icon
7128
PDS Biotechnology
PDSB
$43.2M
$2.37K ﹤0.01%
3,922
-1,000
FDFF icon
7129
Fidelity Disruptive Finance ETF
FDFF
$41.5M
$2.35K ﹤0.01%
+75
TRUT
7130
VanEck Technology TruSector ETF
TRUT
$165M
$2.35K ﹤0.01%
+98
PPBT
7131
Purple Biotech
PPBT
$1.45M
$2.33K ﹤0.01%
578
-31
RVP icon
7132
Retractable Technologies
RVP
$20.5M
$2.33K ﹤0.01%
3,530
PRZO icon
7133
ParaZero Technologies
PRZO
$13.7M
$2.31K ﹤0.01%
+3,000
XSVN icon
7134
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$363M
$2.3K ﹤0.01%
48
+1
NCTY
7135
The9 Ltd
NCTY
$66.3M
$2.29K ﹤0.01%
418
-209
SDM
7136
DELISTED
Smart Digital Group
SDM
$2.29K ﹤0.01%
1,238
YTRA icon
7137
Yatra Online
YTRA
$57.2M
$2.26K ﹤0.01%
2,038
-1,000
CLDI icon
7138
Calidi Biotherapeutics
CLDI
$2.72M
$2.26K ﹤0.01%
9,467
+8,000
MVO
7139
MV Oil Trust
MVO
$9.14M
$2.26K ﹤0.01%
1,000
-6,301
JEMB
7140
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
$439M
$2.26K ﹤0.01%
43
-43
ZSQR
7141
Z Squared Inc
ZSQR
$451M
$2.25K ﹤0.01%
201
+1
TBHC
7142
DELISTED
The Brand House Collective
TBHC
$2.25K ﹤0.01%
2,418
-700
FMET icon
7143
Fidelity Metaverse ETF
FMET
$45.4M
$2.23K ﹤0.01%
71
SLVO icon
7144
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$11.9M
$2.22K ﹤0.01%
25
ECOR icon
7145
electroCore
ECOR
$54.8M
$2.21K ﹤0.01%
367
-3,835
NEMD
7146
Neuberger Emerging Markets Debt Hard Currency ETF
NEMD
$132M
$2.21K ﹤0.01%
43
LCFY icon
7147
Locafy
LCFY
$5.4M
$2.21K ﹤0.01%
506
-7,894
LDSF icon
7148
First Trust Low Duration Strategic Focus ETF
LDSF
$162M
$2.2K ﹤0.01%
116
-968
RIME
7149
Algorhythm Holdings
RIME
$7.91M
$2.18K ﹤0.01%
+2,000
LIVE icon
7150
Live Ventures
LIVE
$33.1M
$2.15K ﹤0.01%
180
284 285
286
287 288