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
RVPH icon
7151
Reviva Pharmaceuticals
RVPH
$26.9M
$1.52K ﹤0.01%
4,120
CYCN icon
7152
Cyclerion Therapeutics
CYCN
$5.02M
$1.49K ﹤0.01%
649
EMCB icon
7153
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$94M
$1.48K ﹤0.01%
22
BWET icon
7154
Breakwave Tanker Shipping ETF
BWET
$13.6M
$1.48K ﹤0.01%
100
FEDU
7155
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$22.6M
$1.45K ﹤0.01%
101
KZIA
7156
Kazia Therapeutics
KZIA
$74.1M
$1.44K ﹤0.01%
+200
QBUL
7157
TrueShares Quarterly Bull Hedge ETF
QBUL
$10.6M
$1.41K ﹤0.01%
+54
CRIS icon
7158
Curis
CRIS
$14.8M
$1.4K ﹤0.01%
845
CNCK
7159
Coincheck Group
CNCK
$329M
$1.39K ﹤0.01%
300
-3,577
LXEH
7160
Lixiang Education Holding
LXEH
$4.37M
$1.38K ﹤0.01%
+445
YCBD icon
7161
cbdMD
YCBD
$9.8M
$1.38K ﹤0.01%
1,139
SFYF icon
7162
SoFi Social 50 ETF
SFYF
$36.3M
$1.37K ﹤0.01%
25
MOLN
7163
Molecular Partners
MOLN
$188M
$1.36K ﹤0.01%
367
EFAS icon
7164
Global X MSCI SuperDividend EAFE ETF
EFAS
$44.5M
$1.34K ﹤0.01%
71
ZENV icon
7165
Zenvia
ZENV
$43.6M
$1.34K ﹤0.01%
1,000
VFMF icon
7166
Vanguard US Multifactor ETF
VFMF
$550M
$1.33K ﹤0.01%
9
-267
TRAW icon
7167
Traws Pharma
TRAW
$12.2M
$1.33K ﹤0.01%
719
XTEN icon
7168
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$945M
$1.31K ﹤0.01%
28
+1
EFOI icon
7169
Energy Focus
EFOI
$10.4M
$1.29K ﹤0.01%
463
-1,600
EWUS icon
7170
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$44.3M
$1.28K ﹤0.01%
31
+1
MAIA icon
7171
MAIA Biotechnology
MAIA
$89.6M
$1.28K ﹤0.01%
832
-4,263
BCTX
7172
Briacell Therapeutics
BCTX
$26.6M
$1.25K ﹤0.01%
114
+113
AIRI icon
7173
Air Industries Group
AIRI
$15.8M
$1.25K ﹤0.01%
400
XELB icon
7174
Xcel Brands
XELB
$10.8M
$1.23K ﹤0.01%
700
SPXU icon
7175
ProShares UltraPro Short S&P 500
SPXU
$479M
$1.23K ﹤0.01%
23
-1,819
285 286
287
288 289