Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1 +$2.4B
2 +$2.37B
3 +$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1 +$2.63B
2 +$2.46B
3 +$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHOC icon
7426
Strive US Semiconductor ETF
SHOC
$167M
$149 ﹤0.01%
2
+1
MEM icon
7427
Matthews Emerging Markets Equity Active ETF
MEM
$50.1M
$145 ﹤0.01%
+4
ONEO icon
7428
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28M
$145 ﹤0.01%
+1
IDVO icon
7429
Amplify International Enhanced Dividend Income ETF
IDVO
$1.02B
$144 ﹤0.01%
3
-28
USEA icon
7430
United Maritime
USEA
$17.8M
$140 ﹤0.01%
85
FORL
7431
DELISTED
Four Leaf Acquisition Corp
FORL
$138 ﹤0.01%
12
+5
BITS icon
7432
Global X Blockchain & Bitcoin Strategy ETF
BITS
$25M
$136 ﹤0.01%
1
SIDU icon
7433
Sidus Space
SIDU
$140M
$136 ﹤0.01%
131
-47,182
GLMD icon
7434
Galmed Pharmaceuticals
GLMD
$3.78M
$135 ﹤0.01%
98
-33,475
UJB icon
7435
ProShares Ultra High Yield
UJB
$23.9M
$135 ﹤0.01%
1
-5
ARBK
7436
Argo Blockchain
ARBK
$948K
$131 ﹤0.01%
2
DEFI icon
7437
Hashdex Commodities Trust
DEFI
$8.77M
$130 ﹤0.01%
1
IQM icon
7438
Franklin Intelligent Machines ETF
IQM
$76.3M
$129 ﹤0.01%
1
UPV icon
7439
ProShares Ultra FTSE Europe
UPV
$14.9M
$128 ﹤0.01%
1
-7
AVTX icon
7440
Avalo Therapeutics
AVTX
$300M
$127 ﹤0.01%
10
BRZU icon
7441
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$158M
$127 ﹤0.01%
1
-5,172
CHSN icon
7442
Chanson International
CHSN
$86.9M
$127 ﹤0.01%
50
-38
ADME icon
7443
Aptus Behavioral Momentum ETF
ADME
$244M
$126 ﹤0.01%
2
+1
SES.WS icon
7444
SES AI Corp Warrants
SES.WS
$80.2M
$125 ﹤0.01%
697
TDAC
7445
Translational Development Acquisition Corp
TDAC
$231M
$124 ﹤0.01%
12
-49
CURE icon
7446
Direxion Daily Healthcare Bull 3X Shares
CURE
$168M
$123 ﹤0.01%
1
-455
RVYL icon
7447
Ryvyl
RVYL
$7.61M
$123 ﹤0.01%
12
ARKR icon
7448
Ark Restaurants
ARKR
$25.1M
$123 ﹤0.01%
17
+1
SCAP icon
7449
InfraCap Small Cap Income ETF
SCAP
$19M
$122 ﹤0.01%
3
+2
SUUN
7450
PowerBank Corp
SUUN
$34.3M
$122 ﹤0.01%
80