We are live on ! Find out more
Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEC
7501
Anfield Energy
AEC
$77.5M
$251 ﹤0.01%
45
-100
UCFI
7502
CN Healthy Food Tech Group
UCFI
$248 ﹤0.01%
45
DXLG icon
7503
Destination XL Group
DXLG
$34.3M
$246 ﹤0.01%
482
FAS icon
7504
Direxion Daily Financial Bull 3x ETF
FAS
$2.43B
$245 ﹤0.01%
2
+1
ZYBT
7505
Zhengye Biotechnology Holding
ZYBT
$37M
$244 ﹤0.01%
261
-1,346
GWAV icon
7506
Greenwave Technology Solutions
GWAV
$2.44M
$243 ﹤0.01%
72
NEUP
7507
Neuphoria Therapeutics
NEUP
$19.1M
$236 ﹤0.01%
58
BYFC icon
7508
Broadway Financial
BYFC
$92.8M
$232 ﹤0.01%
32
BLRX
7509
BioLineRX
BLRX
$13.4M
$230 ﹤0.01%
100
IPM
7510
Intelligent Protection Management Corp
IPM
$23.1M
$230 ﹤0.01%
+150
TACO
7511
Berto Acquisition Corp
TACO
$395M
$226 ﹤0.01%
+22
SPBC icon
7512
Simplify US Equity PLUS GBTC ETF
SPBC
$44.4M
$225 ﹤0.01%
5
-1
PBDC icon
7513
Putnam BDC Income ETF
PBDC
$276M
$221 ﹤0.01%
8
-1
ANPA
7514
Rich Sparkle Holdings
ANPA
$63.1M
$221 ﹤0.01%
+26
TRIB
7515
Trinity Biotech
TRIB
$7.83M
$218 ﹤0.01%
402
-178
GTEN
7516
Gores Holdings X
GTEN
$474M
$215 ﹤0.01%
+21
XBB icon
7517
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$523M
$203 ﹤0.01%
5
-41
YQ
7518
17 Education & Technology Group
YQ
$23.2M
$203 ﹤0.01%
112
CCXI
7519
Churchill Capital Corp XI
CCXI
$866M
$203 ﹤0.01%
+20
SPUU icon
7520
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$260M
$197 ﹤0.01%
1
-1
CDIO icon
7521
Cardio Diagnostics
CDIO
$5.42M
$195 ﹤0.01%
100
CBAT icon
7522
CBAK Energy Technology Ltd
CBAT
$45M
$193 ﹤0.01%
234
-1,600
IDAI icon
7523
T Stamp
IDAI
$13M
$191 ﹤0.01%
+80
AGM.A icon
7524
Federal Agricultural Mortgage Class A
AGM.A
$1.58B
$187 ﹤0.01%
1
DYAI icon
7525
Dyadic International
DYAI
$38.6M
$186 ﹤0.01%
227
299 300
301
302 303