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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
DTCX
7151
Datacentrex Inc
DTCX
$79.3M
$2.15K ﹤0.01%
1,000
+243
ICMB icon
7152
Investcorp Credit Management BDC
ICMB
$13.3M
$2.15K ﹤0.01%
1,325
-396,316
CCEL icon
7153
Cryo-Cell International
CCEL
$27.5M
$2.13K ﹤0.01%
601
EHLD
7154
Euroholdings Ltd
EHLD
$23.1M
$2.12K ﹤0.01%
282
MXC icon
7155
Mexco Energy
MXC
$17.1M
$2.04K ﹤0.01%
+200
BLCN icon
7156
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$34.8M
$2.04K ﹤0.01%
97
+2
QRHC icon
7157
Quest Resource Holding
QRHC
$27M
$2.02K ﹤0.01%
1,701
CDX icon
7158
Simplify High Yield ETF
CDX
$388M
$2.02K ﹤0.01%
94
+92
ICG
7159
Intchains Group
ICG
$55.9M
$2K ﹤0.01%
1,629
LVWR.WS icon
7160
LiveWire Group Warrants
LVWR.WS
$3.66M
$2K ﹤0.01%
40,000
SRTY icon
7161
ProShares UltraPro Short Russell2000
SRTY
$73.8M
$1.99K ﹤0.01%
+50
XPL icon
7162
Solitario Resources
XPL
$71.6M
$1.98K ﹤0.01%
2,419
XTRE icon
7163
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$180M
$1.98K ﹤0.01%
40
INTG icon
7164
InterGroup Corp
INTG
$85.2M
$1.94K ﹤0.01%
50
CORZZ icon
7165
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.96B
$1.92K ﹤0.01%
128
-105
YLD icon
7166
Principal Active High Yield ETF
YLD
$571M
$1.92K ﹤0.01%
101
ADXN
7167
Addex Therapeutics
ADXN
$8.03M
$1.89K ﹤0.01%
301
+1
GQGU
7168
GQG US Equity ETF
GQGU
$578M
$1.88K ﹤0.01%
+70
ROLR
7169
High Roller Technologies
ROLR
$68.8M
$1.88K ﹤0.01%
540
+500
CSNR
7170
Cohen & Steers Natural Resources Active ETF
CSNR
$92.6M
$1.88K ﹤0.01%
50
+22
TCRT icon
7171
Alaunos Therapeutics
TCRT
$5.01M
$1.87K ﹤0.01%
653
-994
HDRN
7172
Hadron Energy
HDRN
$139M
$1.85K ﹤0.01%
174
+21
YCL icon
7173
ProShares Ultra Yen
YCL
$32.4M
$1.84K ﹤0.01%
100
RDTL
7174
GraniteShares 2x Long RDDT Daily ETF
RDTL
$64.7M
$1.84K ﹤0.01%
124
+103
NERD icon
7175
Roundhill Video Games ETF
NERD
$14.5M
$1.8K ﹤0.01%
86
-24
285 286
287
288 289