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
FUSB icon
7451
First US Bancshares
FUSB
$88.4M
$159 ﹤0.01%
11
-599
APAC
7452
StoneBridge Acquisition II Corp
APAC
$80.7M
$159 ﹤0.01%
+16
CRAC
7453
Crown Reserve Acquisition Corp I
CRAC
$216M
$159 ﹤0.01%
+16
PFIX icon
7454
Simplify Interest Rate Hedge ETF
PFIX
$187M
$157 ﹤0.01%
3
-148
MVV icon
7455
ProShares Ultra MidCap400
MVV
$146M
$155 ﹤0.01%
2
+1
PIFI icon
7456
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$106M
$152 ﹤0.01%
1
TOK icon
7457
iShares MSCI Kokusai Fund
TOK
$230M
$152 ﹤0.01%
1
-3
RFEM icon
7458
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$73.9M
$151 ﹤0.01%
1
-35
MBIO icon
7459
Mustang Bio
MBIO
$5.63M
$150 ﹤0.01%
153
-150
GRABW icon
7460
Grab Holdings Warrant
GRABW
$1.97M
$147 ﹤0.01%
500
USEA icon
7461
United Maritime
USEA
$18.6M
$146 ﹤0.01%
85
SUUN
7462
PowerBank Corp
SUUN
$26.5M
$145 ﹤0.01%
80
CLIX icon
7463
ProShares Long Online/Short Stores ETF
CLIX
$6.99M
$144 ﹤0.01%
2
+1
UPV icon
7464
ProShares Ultra FTSE Europe
UPV
$12.9M
$144 ﹤0.01%
1
EET icon
7465
ProShares Ultra MSCI Emerging Markets
EET
$38.8M
$142 ﹤0.01%
1
ADGM
7466
Adagio Medical Holdings
ADGM
$31.3M
$142 ﹤0.01%
+137
FAT
7467
DELISTED
FAT Brands
FAT
$141 ﹤0.01%
445
-4,350
LSTA icon
7468
Lisata Therapeutics
LSTA
$45.2M
$140 ﹤0.01%
75
-133
IMCC
7469
IM Cannabis
IMCC
$2.21M
$139 ﹤0.01%
+100
AREB icon
7470
American Rebel
AREB
$138 ﹤0.01%
+10
GIPR icon
7471
Generation Income Properties
GIPR
$1.4M
$138 ﹤0.01%
215
FDIV icon
7472
MarketDesk Focused US Dividend ETF
FDIV
$70.6M
$135 ﹤0.01%
+5
TTT icon
7473
ProShares UltraPro Short 20+ Year Treasury
TTT
$19M
$132 ﹤0.01%
1
DPST icon
7474
Direxion Daily Regional Banks Bull 3X ETF
DPST
$567M
$130 ﹤0.01%
1
-149
EEMX icon
7475
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$160M
$130 ﹤0.01%
3
+1
297 298
299
300 301