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
WKHS icon
7401
Workhorse Group
WKHS
$25.5M
$254 ﹤0.01%
50
-365
APWC icon
7402
Asia Pacific Wire & Cable
APWC
$56.1M
$252 ﹤0.01%
135
-24
MSC
7403
Studio City International Holdings
MSC
$541M
$249 ﹤0.01%
70
UCFI
7404
CN Healthy Food Tech Group
UCFI
$288M
$248 ﹤0.01%
45
ROM icon
7405
ProShares Ultra Technology
ROM
$779M
$246 ﹤0.01%
2
+1
BHAT
7406
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$245 ﹤0.01%
+211
ODVWZ
7407
Osisko Development Corp Warrant
ODVWZ
$36.2M
$240 ﹤0.01%
1,333
BYFC icon
7408
Broadway Financial
BYFC
$73M
$237 ﹤0.01%
32
ORIQ
7409
Origin Investment Corp I
ORIQ
$88.1M
$233 ﹤0.01%
+23
NEUP
7410
Neuphoria Therapeutics
NEUP
$25.8M
$225 ﹤0.01%
58
+51
GLMD icon
7411
Galmed Pharmaceuticals
GLMD
$4.89M
$224 ﹤0.01%
298
+200
ESGG icon
7412
FlexShares STOXX Global ESG Select Index Fund
ESGG
$105M
$222 ﹤0.01%
+1
GURE
7413
Gulf Resources
GURE
$7.91M
$222 ﹤0.01%
60
BTCI
7414
NEOS Bitcoin High Income ETF
BTCI
$1.04B
$220 ﹤0.01%
+5
ALIS
7415
Calisa Acquisition Corp
ALIS
$84.3M
$218 ﹤0.01%
+22
SLAI
7416
SOLAI Ltd
SLAI
$16.3M
$217 ﹤0.01%
323
-1,590
KELYB
7417
Kelly Services Class B
KELYB
$533M
$216 ﹤0.01%
24
+2
QETA icon
7418
Quetta Acquisition Corp
QETA
$40.1M
$216 ﹤0.01%
19
+2
AIXI
7419
Xiao-I
AIXI
$16.3M
$214 ﹤0.01%
522
DYAI icon
7420
Dyadic International
DYAI
$32.5M
$213 ﹤0.01%
227
-5,200
CHSN icon
7421
Chanson International
CHSN
$97.1M
$213 ﹤0.01%
97
+47
PHUN icon
7422
Phunware
PHUN
$38.2M
$213 ﹤0.01%
115
-9,836
QUCY
7423
Mainz Biomed
QUCY
$5.54M
$212 ﹤0.01%
189
+187
INTS icon
7424
Intensity Therapeutics
INTS
$14M
$205 ﹤0.01%
500
GDMN icon
7425
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$247M
$204 ﹤0.01%
2
295 296
297
298 299