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
CETY icon
7901
Clean Energy Technologies
CETY
$9.73M
$16 ﹤0.01%
+22
MTEX icon
7902
Mannatech
MTEX
$10.7M
$16 ﹤0.01%
1
-332
MZZ icon
7903
ProShares UltraShort MidCap400
MZZ
$782K
$16 ﹤0.01%
1
SMN icon
7904
ProShares UltraShort Materials
SMN
$590K
$16 ﹤0.01%
1
-4
ORKT
7905
Orangekloud Technology Inc
ORKT
$5.9M
$16 ﹤0.01%
24
-310
BIS icon
7906
ProShares UltraShort NASDAQ Biotechnology
BIS
$2.47M
$15 ﹤0.01%
+1
DRN icon
7907
Direxion Daily Real Estate Bull 3X ETF
DRN
$50.7M
$15 ﹤0.01%
1
-912
DVAL icon
7908
BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
$83.6M
$15 ﹤0.01%
1
EVNT icon
7909
AltShares Event-Driven ETF
EVNT
$12.2M
$15 ﹤0.01%
+1
SNOA icon
7910
Sonoma Pharmaceuticals
SNOA
$3.95M
$15 ﹤0.01%
4
UNL icon
7911
United States 12 Month Natural Gas Fund
UNL
$14.8M
$15 ﹤0.01%
2
SER icon
7912
Serina Therapeutics
SER
$24.4M
$15 ﹤0.01%
8
SNOY
7913
YieldMax SNOW Option Income Strategy ETF
SNOY
$27.1M
$15 ﹤0.01%
1
CDT icon
7914
CDT Equity Inc
CDT
$19.3M
$14 ﹤0.01%
11
MCSE
7915
DELISTED
Franklin Sustainable International Equity ETF
MCSE
$14 ﹤0.01%
1
NCL icon
7916
Northann Corp
NCL
$3.57M
$14 ﹤0.01%
+52
SPDN icon
7917
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$287M
$14 ﹤0.01%
1
TOKE icon
7918
Cambria Cannabis ETF
TOKE
$15.5M
$14 ﹤0.01%
2
+1
TRT
7919
Trio-Tech International
TRT
$55.7M
$14 ﹤0.01%
2
VVOS icon
7920
Vivos Therapeutics
VVOS
$14.3M
$14 ﹤0.01%
7
-1,058
SCKT icon
7921
Socket Mobile
SCKT
$7.24M
$13 ﹤0.01%
13
-750
XHG
7922
XChange TEC
XHG
$44.3M
$13 ﹤0.01%
15
CJMB
7923
Callan JMB Inc
CJMB
$6.87M
$13 ﹤0.01%
+12
EFU icon
7924
ProShares Trust UltraShort MSCI EAFE
EFU
$710K
$12 ﹤0.01%
+1
JOBY.WS icon
7925
Joby Aviation Warrants
JOBY.WS
$12 ﹤0.01%
3