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
FLSA icon
7126
Franklin FTSE Saudi Arabia ETF
FLSA
$8.23M
$1.78K ﹤0.01%
51
+1
LFWD icon
7127
ReWalk Robotics
LFWD
$7.64M
$1.78K ﹤0.01%
2,501
-250
VRME icon
7128
VerifyMe
VRME
$12.7M
$1.77K ﹤0.01%
2,000
GPIX icon
7129
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.15B
$1.73K ﹤0.01%
33
+1
XOS icon
7130
Xos
XOS
$24.6M
$1.73K ﹤0.01%
641
CBIO
7131
Crescent Biopharma
CBIO
$385M
$1.72K ﹤0.01%
145
-15,249
EDGI
7132
3EDGE Dynamic International Equity ETF
EDGI
$194M
$1.72K ﹤0.01%
62
PCMM
7133
BondBloxx Private Credit CLO ETF
PCMM
$204M
$1.72K ﹤0.01%
34
BGI icon
7134
Birks Group
BGI
$15.1M
$1.72K ﹤0.01%
1,562
-5,120
GWAV icon
7135
Greenwave Technology Solutions
GWAV
$2.95M
$1.72K ﹤0.01%
253
-2
KAPR icon
7136
Innovator US Small Cap Power Buffer ETF April
KAPR
$156M
$1.71K ﹤0.01%
50
WETO
7137
Webus International
WETO
$9.48M
$1.68K ﹤0.01%
851
XSEP icon
7138
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$103M
$1.66K ﹤0.01%
40
ZDGE icon
7139
Zedge
ZDGE
$40.5M
$1.66K ﹤0.01%
569
BUYW icon
7140
Main BuyWrite ETF
BUYW
$1.11B
$1.65K ﹤0.01%
116
LPCN icon
7141
Lipocine
LPCN
$52.4M
$1.64K ﹤0.01%
575
KJUN
7142
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$17.1M
$1.64K ﹤0.01%
60
DJTWW
7143
Trump Media & Technology Group Warrants
DJTWW
$1.18B
$1.62K ﹤0.01%
200
CXAI icon
7144
CXApp
CXAI
$6.57M
$1.61K ﹤0.01%
2,191
INKT icon
7145
MiNK Therapeutics
INKT
$53.8M
$1.61K ﹤0.01%
115
+93
CMCT
7146
Creative Media & Community Trust
CMCT
$2.23M
$1.58K ﹤0.01%
254
FGDL icon
7147
Franklin Responsibly Sourced Gold ETF
FGDL
$581M
$1.55K ﹤0.01%
30
-4,417
AIRE icon
7148
reAlpha
AIRE
$42.8M
$1.53K ﹤0.01%
2,000
+947
OCTW icon
7149
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$551M
$1.53K ﹤0.01%
+40
MRSK icon
7150
Toews Agility Shares Managed Risk ETF
MRSK
$305M
$1.53K ﹤0.01%
+43
284 285
286
287 288