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
DMAA
7126
Drugs Made In America Acquisition Corp
DMAA
$353M
$1.25K ﹤0.01%
121
+89
CEPF
7127
Cantor Equity Partners IV
CEPF
$583M
$1.25K ﹤0.01%
+122
KORE icon
7128
KORE Group Holdings
KORE
$161M
$1.25K ﹤0.01%
296
XWEL icon
7129
XWELL
XWEL
$9.43M
$1.25K ﹤0.01%
2,701
-779
AIRI icon
7130
Air Industries Group
AIRI
$14.9M
$1.23K ﹤0.01%
400
SYBX
7131
DELISTED
Synlogic
SYBX
$1.23K ﹤0.01%
1,095
VFMF icon
7132
Vanguard US Multifactor ETF
VFMF
$559M
$1.21K ﹤0.01%
8
-1
VRME icon
7133
VerifyMe
VRME
$10.9M
$1.2K ﹤0.01%
2,000
PEXL icon
7134
Pacer US Export Leaders ETF
PEXL
$42.7M
$1.2K ﹤0.01%
+19
ASPSZ
7135
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$8.1M
$1.18K ﹤0.01%
3,587
ZNB
7136
Zeta Network Group
ZNB
$3.02M
$1.18K ﹤0.01%
2,035
+1,994
PSQH icon
7137
PSQ Holdings
PSQH
$27.1M
$1.16K ﹤0.01%
1,129
INKT icon
7138
MiNK Therapeutics
INKT
$54.8M
$1.16K ﹤0.01%
104
-11
LANV.WS icon
7139
Lanvin Group Holdings Warrants
LANV.WS
$1.26M
$1.16K ﹤0.01%
+100,000
EMET
7140
VanEck Copper and Green Metals ETF
EMET
$35.2M
$1.15K ﹤0.01%
31
CWD icon
7141
CaliberCos
CWD
$7.34M
$1.12K ﹤0.01%
904
-866
GFAI icon
7142
Guardforce AI
GFAI
$9.66M
$1.11K ﹤0.01%
2,000
-62,865
FEDU
7143
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$24.9M
$1.11K ﹤0.01%
101
SEPU
7144
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$142M
$1.1K ﹤0.01%
+38
SSO icon
7145
ProShares Ultra S&P500
SSO
$5.95B
$1.09K ﹤0.01%
18
-400
ZSTK
7146
ZeroStack Corp
ZSTK
$12.6M
$1.09K ﹤0.01%
174
-127
IWMI
7147
NEOS Russell 2000 High Income ETF
IWMI
$697M
$1.07K ﹤0.01%
22
+21
EFOI icon
7148
Energy Focus
EFOI
$12.4M
$1.07K ﹤0.01%
463
PAVM icon
7149
PAVmed
PAVM
$58.4M
$1.07K ﹤0.01%
161
-7
CSAI
7150
Cloudastructure
CSAI
$14.1M
$1.06K ﹤0.01%
1,313
-43,338
284 285
286
287 288