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
OKYO
7876
OKYO Pharma
OKYO
$79.2M
$21 ﹤0.01%
+10
SSFI icon
7877
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$31.7M
$21 ﹤0.01%
1
TLF icon
7878
Tandy Leather Factory
TLF
$18.6M
$21 ﹤0.01%
7
PFSA
7879
Profusa Inc
PFSA
$1.18M
$21 ﹤0.01%
+3
EUM icon
7880
ProShares Trust Short MSCI Emerging Markets
EUM
$18.6M
$20 ﹤0.01%
+1
RETL icon
7881
Direxion Daily Retail Bull 3X ETF
RETL
$30.9M
$20 ﹤0.01%
2
SCC icon
7882
ProShares UltraShort Consumer Discretionary
SCC
$7.9M
$20 ﹤0.01%
+1
SDD icon
7883
ProShares UltraShort SmallCap600
SDD
$1.83M
$20 ﹤0.01%
1
SMDD icon
7884
ProShares UltraPro Short MidCap400
SMDD
$2.19M
$20 ﹤0.01%
+1
SPSK icon
7885
SP Funds Dow Jones Global Sukuk ETF
SPSK
$462M
$20 ﹤0.01%
+1
TECS icon
7886
Direxion Daily Technology Bear 3x ETF
TECS
$39M
$20 ﹤0.01%
1
-539
ABXB
7887
Abacus Flexible Bond Leaders ETF
ABXB
$1.94M
$20 ﹤0.01%
1
AFIF icon
7888
Anfield Universal Fixed Income ETF
AFIF
$227M
$19 ﹤0.01%
1
APLY icon
7889
YieldMax AAPL Option Income Strategy ETF
APLY
$93.1M
$19 ﹤0.01%
1
-299
AQWA icon
7890
Global X Clean Water ETF
AQWA
$26.3M
$19 ﹤0.01%
1
EVMT icon
7891
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$6.33M
$19 ﹤0.01%
1
HFBL icon
7892
Home Federal Bancorp
HFBL
$56M
$19 ﹤0.01%
+1
MSN icon
7893
Emerson Radio
MSN
$9.26M
$19 ﹤0.01%
49
ACCS
7894
ACCESS Newswire
ACCS
$31M
$19 ﹤0.01%
2
AGIG
7895
Abundia Global Impact Group
AGIG
$47.7M
$18 ﹤0.01%
9
-6,820
NVVE icon
7896
Nuvve Holding Corp
NVVE
$3.57M
$18 ﹤0.01%
+7
HNNA icon
7897
Hennessy Advisors
HNNA
$78.1M
$17 ﹤0.01%
+1
INTZ
7898
Intrusion
INTZ
$16.3M
$17 ﹤0.01%
15
-5,225
RAND icon
7899
Rand Capital
RAND
$33.2M
$17 ﹤0.01%
1
HTCO
7900
High-Trend International Group
HTCO
$67.8M
$17 ﹤0.01%
2