Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPSC icon
7351
Timothy Plan US Small Cap Core ETF
TPSC
$317M
$381 ﹤0.01%
9
+8
BAYA
7352
Bayview Acquisition Corp
BAYA
$32.7M
$380 ﹤0.01%
32
+2
IPEX
7353
Inflection Point Acquisition Corp V
IPEX
$124M
$380 ﹤0.01%
37
-3
SHFSW icon
7354
SHF Holdings Warrants
SHFSW
$344K
$379 ﹤0.01%
10,000
NCNA
7355
NuCana
NCNA
$8.2M
$378 ﹤0.01%
105
+103
PRHI
7356
Presurance Holdings
PRHI
$17.2M
$377 ﹤0.01%
529
GWAV icon
7357
Greenwave Technology Solutions
GWAV
$2.9M
$377 ﹤0.01%
72
-181
CODX
7358
Co-Diagnostics
CODX
$4.94M
$371 ﹤0.01%
73
-120
RVYL icon
7359
Ryvyl
RVYL
$6.66M
$371 ﹤0.01%
65
+53
REE icon
7360
REE Automotive
REE
$17.2M
$367 ﹤0.01%
+500
GPUS
7361
Hyperscale Data Inc
GPUS
$62.9M
$367 ﹤0.01%
+2,000
RIBB
7362
Ribbon Acquisition Corp
RIBB
$50.6M
$363 ﹤0.01%
35
+4
UYG icon
7363
ProShares Ultra Financials
UYG
$682M
$359 ﹤0.01%
3
+2
YI
7364
111 Inc
YI
$57M
$358 ﹤0.01%
140
-5,023
GCAL
7365
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$163M
$356 ﹤0.01%
+7
LGVN
7366
Longeveron
LGVN
$34M
$349 ﹤0.01%
689
+1
CHEC
7367
Chenghe Acquisition III Co
CHEC
$174M
$349 ﹤0.01%
+35
AVGE icon
7368
Avantis All Equity Markets ETF
AVGE
$839M
$344 ﹤0.01%
4
KALA icon
7369
KALA BIO
KALA
$185M
$338 ﹤0.01%
607
-926
AAPU icon
7370
Direxion Shares ETF Trust Direxion Daily AAPL Bull 2X ETF
AAPU
$154M
$336 ﹤0.01%
+10
MTNB icon
7371
Matinas BioPharma
MTNB
$3.2M
$328 ﹤0.01%
561
NXTT icon
7372
Next Technology
NXTT
$120M
$326 ﹤0.01%
54
-1,503
LCCC
7373
Lakeshore Acquisition III Corp
LCCC
$91.8M
$326 ﹤0.01%
32
+6
AYTU icon
7374
AYTU BioPharma
AYTU
$27.4M
$325 ﹤0.01%
125
-161
PZG icon
7375
Paramount Gold Nevada
PZG
$140M
$325 ﹤0.01%
257
293 294
295
296 297