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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
PCMM
7176
BondBloxx Private Credit CLO ETF
PCMM
$194M
$1.79K ﹤0.01%
36
+1
DABS
7177
DoubleLine Asset-Backed Securities ETF
DABS
$141M
$1.78K ﹤0.01%
35
HQ
7178
Horizon Quantum Holdings
HQ
$1.19B
$1.76K ﹤0.01%
+200
FLSA icon
7179
Franklin FTSE Saudi Arabia ETF
FLSA
$4.8M
$1.75K ﹤0.01%
51
LSF icon
7180
Laird Superfood
LSF
$51M
$1.72K ﹤0.01%
801
YDES
7181
YD Bio Ltd
YDES
$158M
$1.72K ﹤0.01%
223
-76
KJUN
7182
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$52.6M
$1.7K ﹤0.01%
60
SMX icon
7183
SMX (Security Matters) Plc
SMX
$15.3M
$1.69K ﹤0.01%
+4
PAVM icon
7184
PAVmed
PAVM
$40.1M
$1.68K ﹤0.01%
165
+4
XSEP icon
7185
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$1.68K ﹤0.01%
40
MGRT
7186
Mega Fortune Co
MGRT
$1.16B
$1.67K ﹤0.01%
+259
WDTE
7187
Defiance S&P 500 Weekly Distribution ETF
WDTE
$67.5M
$1.67K ﹤0.01%
58
ZDGE icon
7188
Zedge
ZDGE
$40.5M
$1.67K ﹤0.01%
569
DSX.WS icon
7189
Diana Shipping Inc Warrants exp 2026
DSX.WS
$3.08M
$1.66K ﹤0.01%
7,534
AVMV icon
7190
Avantis US Mid Cap Value ETF
AVMV
$677M
$1.63K ﹤0.01%
22
ALGS icon
7191
Aligos Therapeutics
ALGS
$41M
$1.62K ﹤0.01%
218
-2,302
MATH icon
7192
Metalpha Technology Holding
MATH
$46.7M
$1.61K ﹤0.01%
1,400
+100
GLWG
7193
Leverage Shares 2X Long GLW Daily ETF
GLWG
$121M
$1.59K ﹤0.01%
+100
MLSS icon
7194
Milestone Scientific
MLSS
$33.8M
$1.59K ﹤0.01%
5,511
ZEO
7195
Zeo Energy
ZEO
$22.8M
$1.58K ﹤0.01%
2,756
IBLC icon
7196
iShares Blockchain and Tech ETF
IBLC
$85.4M
$1.57K ﹤0.01%
43
-9,292
SKYE icon
7197
Skye Bioscience
SKYE
$24.2M
$1.57K ﹤0.01%
2,549
-1,720
FDEV icon
7198
Fidelity International Multifactor ETF
FDEV
$278M
$1.55K ﹤0.01%
43
+42
SQFT icon
7199
Presidio Property Trust
SQFT
$2.97M
$1.55K ﹤0.01%
667
KITT icon
7200
Nauticus Robotics
KITT
$7.18M
$1.54K ﹤0.01%
387
+382
286 287
288
289 290