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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
QTEX
7201
QTREX Quantum
QTEX
$89.7M
$1.51K ﹤0.01%
3,380
HYIN icon
7202
WisdomTree Private Credit and Alternative Income Fund
HYIN
$51.2M
$1.5K ﹤0.01%
103
+1
BAER icon
7203
Bridger Aerospace
BAER
$112M
$1.5K ﹤0.01%
755
-137,561
MNY icon
7204
MoneyHero
MNY
$41.2M
$1.47K ﹤0.01%
1,112
MOLN
7205
Molecular Partners
MOLN
$151M
$1.46K ﹤0.01%
367
EBON icon
7206
Ebang International Holdings
EBON
$13.3M
$1.43K ﹤0.01%
832
-16
QPUX
7207
Defiance 2X Daily Long Pure Quantum ETF
QPUX
$37.8M
$1.42K ﹤0.01%
+94
RMCF icon
7208
Rocky Mountain Chocolate Factory
RMCF
$10.7M
$1.4K ﹤0.01%
622
-603
UONE icon
7209
Urban One Class A
UONE
$21.6M
$1.4K ﹤0.01%
238
-42
QIS icon
7210
Simplify Multi-QIS Alternative ETF
QIS
$37.4M
$1.39K ﹤0.01%
115
AHT
7211
Ashford Hospitality Trust
AHT
$20.7M
$1.39K ﹤0.01%
507
GXPD
7212
Global X PureCap MSCI Consumer Discretionary ETF
GXPD
$46M
$1.39K ﹤0.01%
+58
LFWD icon
7213
ReWalk Robotics
LFWD
$23.6M
$1.38K ﹤0.01%
208
-1
UONEK icon
7214
Urban One Class D
UONEK
$19.2M
$1.38K ﹤0.01%
252
+2
ASPSW
7215
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$15M
$1.36K ﹤0.01%
3,570
FLNT
7216
Fluent
FLNT
$111M
$1.35K ﹤0.01%
428
-1,174
CORZW icon
7217
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.64B
$1.34K ﹤0.01%
153
-126
FISK
7218
Empire State Realty OP LP Series 250
FISK
$1.52B
$1.33K ﹤0.01%
300
CLRB icon
7219
Cellectar Biosciences
CLRB
$22.5M
$1.29K ﹤0.01%
510
AIRI icon
7220
Air Industries Group
AIRI
$14M
$1.29K ﹤0.01%
400
QBUL
7221
TrueShares Quarterly Bull Hedge ETF
QBUL
$28.5M
$1.27K ﹤0.01%
54
FEAM icon
7222
5E Advanced Materials
FEAM
$54.4M
$1.26K ﹤0.01%
903
-6,300
AQMS icon
7223
Aqua Metals
AQMS
$9.42M
$1.26K ﹤0.01%
294
-1
BRNS
7224
Barinthus Biotherapeutics
BRNS
$26.1M
$1.26K ﹤0.01%
2,210
-1,196
AENT icon
7225
Alliance Entertainment
AENT
$306M
$1.24K ﹤0.01%
+189
287 288
289
290 291