We are live on ! Find out more
Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
BKYI
7251
BIO-key International
BKYI
$5.41M
$1.06K ﹤0.01%
+200
PEXL icon
7252
Pacer US Export Leaders ETF
PEXL
$53.5M
$1.06K ﹤0.01%
18
-1
CANE icon
7253
Teucrium Sugar Fund
CANE
$72.8M
$1.04K ﹤0.01%
100
ENGS
7254
Energys Group
ENGS
$90.9M
$1.03K ﹤0.01%
881
DTST icon
7255
Data Storage Corp
DTST
$7.78M
$1.01K ﹤0.01%
+268
FBY icon
7256
YieldMax META Option Income Strategy ETF
FBY
$104M
$1.01K ﹤0.01%
100
GIW
7257
GigCapital8
GIW
$369M
$997 ﹤0.01%
+100
HUBC icon
7258
Hub Cyber Security
HUBC
$8.16M
$993 ﹤0.01%
+10
DJTWW
7259
Trump Media & Technology Group Warrants
DJTWW
$737M
$989 ﹤0.01%
200
PRPL icon
7260
Purple Innovation
PRPL
$35.7M
$984 ﹤0.01%
1,487
+16
IBD icon
7261
Inspire Corporate Bond ETF
IBD
$479M
$982 ﹤0.01%
41
+40
NCPL icon
7262
Netcapital
NCPL
$3.73M
$969 ﹤0.01%
3,003
-4
COCP icon
7263
Cocrystal Pharma
COCP
$13.9M
$957 ﹤0.01%
948
ULTY icon
7264
YieldMax Ultra Option Income Strategy ETF
ULTY
$867M
$955 ﹤0.01%
31
-165
BNZI icon
7265
Banzai International
BNZI
$6.95M
$951 ﹤0.01%
+50
EZRA
7266
Reliance Global Group
EZRA
$2.25M
$948 ﹤0.01%
+134
KVAC icon
7267
Keen Vision Acquisition Corp
KVAC
$67.5M
$936 ﹤0.01%
78
+26
CENN icon
7268
Cenntro
CENN
$8.04M
$920 ﹤0.01%
128
MPLY
7269
Monopoly ETF
MPLY
$16.4M
$913 ﹤0.01%
+33
OMEX icon
7270
Odyssey Marine Exploration
OMEX
$41.4M
$912 ﹤0.01%
1,093
-48,121
CHAI
7271
Core AI Holdings Inc
CHAI
$11.8M
$909 ﹤0.01%
900
-225
GFAI icon
7272
Guardforce AI
GFAI
$12.8M
$897 ﹤0.01%
2,000
RPHS icon
7273
Regents Park Hedged Market Strategy ETF
RPHS
$8.58M
$892 ﹤0.01%
+92
SLNG icon
7274
Stabilis Solutions
SLNG
$73.8M
$892 ﹤0.01%
200
-570
EFOI icon
7275
Energy Focus
EFOI
$19M
$889 ﹤0.01%
463