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
GNPX icon
7926
Genprex
GNPX
$10.4M
$11 ﹤0.01%
6
-13
HIBS icon
7927
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
$23.6M
$11 ﹤0.01%
2
IMTE icon
7928
Integrated Media Technology
IMTE
$2.41M
$11 ﹤0.01%
18
-6,193
SHFS icon
7929
SHF Holdings
SHFS
$2.31M
$11 ﹤0.01%
+10
SWVL icon
7930
Swvl Holdings
SWVL
$14.7M
$11 ﹤0.01%
6
-3,604
TLPH icon
7931
Talphera
TLPH
$38.1M
$11 ﹤0.01%
10
MAPSW icon
7932
WM Technology Inc Warrants
MAPSW
$326K
$10 ﹤0.01%
1,000
FCHL
7933
Fitness Champs Holdings
FCHL
$2.23M
$10 ﹤0.01%
+45
AMAX icon
7934
Adaptive Hedged Multi-Asset Income ETF
AMAX
$50.9M
$9 ﹤0.01%
1
CELG.RT
7935
Bristol-Myers Squibb Rights
CELG.RT
$183M
$9 ﹤0.01%
119
SAIH
7936
SAIHEAT Ltd
SAIH
$20M
$9 ﹤0.01%
1
PFFL icon
7937
ETRACS Monthly Pay 2x Leveraged Preferred Stock ETN
PFFL
$7.97M
$8 ﹤0.01%
1
XXII
7938
22nd Century Group
XXII
$1.45M
$8 ﹤0.01%
1
NXTS
7939
Nexentis Technologies Inc. Common Stock
NXTS
$3.1M
$8 ﹤0.01%
5
USOY
7940
Defiance Oil Enhanced Options Income ETF
USOY
$74M
$8 ﹤0.01%
+1
SBLX
7941
StableX Technologies
SBLX
$3.09M
$7 ﹤0.01%
3
-158
CANF
7942
Can-Fite BioPharma American Depositary Shares
CANF
$6.26M
$7 ﹤0.01%
2
-626
JDST icon
7943
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$28.5M
$7 ﹤0.01%
2
-1,789
SDOT icon
7944
Sadot Group
SDOT
$3.14M
$7 ﹤0.01%
6
XBIO icon
7945
Xenetic Biosciences
XBIO
$7.01M
$7 ﹤0.01%
3
-1
SSM
7946
Sono Group N.V.
SSM
$9.21M
$7 ﹤0.01%
1
-115
LICN icon
7947
Lichen China
LICN
$52.1M
$6 ﹤0.01%
+2
PSHG icon
7948
Performance Shipping
PSHG
$23.1M
$6 ﹤0.01%
3
SMSI icon
7949
Smith Micro Software
SMSI
$18M
$6 ﹤0.01%
11
-12,699
AAME icon
7950
Atlantic American Corp
AAME
$51.8M
$5 ﹤0.01%
1