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
BGSF icon
7876
BGSF Inc
BGSF
$67.2M
$15 ﹤0.01%
2
COHN icon
7877
Cohen & Co
COHN
$28.5M
$15 ﹤0.01%
1
EKSO icon
7878
Ekso Bionics
EKSO
$37.9M
$15 ﹤0.01%
3
-66
HIBS icon
7879
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
$24.3M
$15 ﹤0.01%
2
-1,153
SDD icon
7880
ProShares UltraShort SmallCap600
SDD
$1.36M
$15 ﹤0.01%
1
-14
YXI icon
7881
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$2.76M
$15 ﹤0.01%
1
-8
HTCO
7882
High-Trend International Group
HTCO
$69.1M
$15 ﹤0.01%
+2
SSG icon
7883
ProShares UltraShort Semiconductors
SSG
$17.2M
-7
RIET icon
7884
Hoya Capital High Dividend Yield ETF
RIET
$98.2M
$13 ﹤0.01%
1
-1
MTR
7885
Mesa Royalty Trust
MTR
$9.22M
$12 ﹤0.01%
2
-54
AMAX icon
7886
Adaptive Hedged Multi-Asset Income ETF
AMAX
$50.4M
$12 ﹤0.01%
1
BNBX
7887
BNB Plus Corp
BNBX
$3.67M
$12 ﹤0.01%
3
XBIO icon
7888
Xenetic Biosciences
XBIO
$5.06M
$12 ﹤0.01%
4
SMXT icon
7889
Solarmax Technology
SMXT
$36.7M
$12 ﹤0.01%
11
-6,648
WCT
7890
Wellchange Holdings
WCT
$19M
$12 ﹤0.01%
33
-103
BBGI icon
7891
Beasley Broadcasting Group
BBGI
$7.88M
$11 ﹤0.01%
2
FTEL icon
7892
Fitell Corp
FTEL
$2.13M
-89
MZZ icon
7893
ProShares UltraShort MidCap400
MZZ
$785K
$11 ﹤0.01%
1
-5
OACC
7894
Oaktree Acquisition Corp III Life Sciences
OACC
$263M
$11 ﹤0.01%
1
-55
PMCB icon
7895
PharmaCyte Biotech
PMCB
$7M
$10 ﹤0.01%
9
+8
TTNP
7896
DELISTED
Titan Pharmaceuticals
TTNP
$10 ﹤0.01%
2
CTOR
7897
Citius Oncology
CTOR
$98M
$10 ﹤0.01%
+5
HVII
7898
Hennessy Capital Investment Corp VII
HVII
$268M
$10 ﹤0.01%
1
-55
BIAF icon
7899
bioAffinity Technologies
BIAF
$4.23M
$9 ﹤0.01%
3
CAMP icon
7900
CAMP4 Therapeutics
CAMP
$230M
$9 ﹤0.01%
3
-1,684