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
DAAQ
7451
Digital Asset Acquisition Corp
DAAQ
$236M
$122 ﹤0.01%
12
-28
RAAQ
7452
Real Asset Acquisition Corp
RAAQ
$242M
$122 ﹤0.01%
12
-28
AEON icon
7453
AEON Biopharma
AEON
$31.4M
$121 ﹤0.01%
150
INTS icon
7454
Intensity Therapeutics
INTS
$16.3M
$121 ﹤0.01%
500
PIFI icon
7455
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$105M
$121 ﹤0.01%
1
URE icon
7456
ProShares Ultra Real Estate
URE
$59.3M
$121 ﹤0.01%
1
-102
ICAP icon
7457
InfraCap Equity Income Fund ETF
ICAP
$95.5M
$120 ﹤0.01%
4
+2
KLIP icon
7458
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$126M
$119 ﹤0.01%
+3
SINT icon
7459
SiNtx Technologies
SINT
$11.4M
$119 ﹤0.01%
29
+17
UPW icon
7460
ProShares Ultra Utilities
UPW
$16.5M
$119 ﹤0.01%
4
-96
UIVM icon
7461
VictoryShares International Value Momentum ETF
UIVM
$330M
$115 ﹤0.01%
1
BTCO icon
7462
Invesco Galaxy Bitcoin ETF
BTCO
$523M
$114 ﹤0.01%
1
SYSB
7463
iShares Systematic Bond ETF
SYSB
$854M
$114 ﹤0.01%
+1
CELZ icon
7464
Creative Medical Technology
CELZ
$6.33M
$113 ﹤0.01%
34
+14
ZJYL icon
7465
Jin Medical International
ZJYL
$22.9M
$113 ﹤0.01%
+200
ROLR
7466
High Roller Technologies
ROLR
$45.8M
$112 ﹤0.01%
40
UCYB
7467
ProShares Ultra Nasdaq Cybersecurity ETF
UCYB
$4.22M
$110 ﹤0.01%
1
-7
LQIG icon
7468
State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
LQIG
$29.1M
$107 ﹤0.01%
1
TTT icon
7469
ProShares UltraPro Short 20+ Year Treasury
TTT
$17.3M
$107 ﹤0.01%
1
-209
ROM icon
7470
ProShares Ultra Technology
ROM
$779M
$106 ﹤0.01%
1
-594
HCTI icon
7471
Healthcare Triangle
HCTI
$1.05M
$105 ﹤0.01%
1
SRS icon
7472
ProShares UltraShort Real Estate
SRS
$19.9M
$105 ﹤0.01%
2
-42
ICON
7473
Icon Energy
ICON
$3.51M
$105 ﹤0.01%
10
ARCM icon
7474
Arrow Reserve Capital Management ETF
ARCM
$51.2M
$104 ﹤0.01%
1
BHST
7475
BioHarvest Sciences
BHST
$107M
$104 ﹤0.01%
11
-50