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
MOGU
7976
MOGU Inc
MOGU
$19.8M
$2 ﹤0.01%
1
PMCB icon
7977
PharmaCyte Biotech
PMCB
$7.36M
$2 ﹤0.01%
2
-7
PTIX
7978
DELISTED
Performance Technologies
PTIX
$2 ﹤0.01%
2
-15,000
USEG icon
7979
US Energy Corp
USEG
$36.2M
$2 ﹤0.01%
2
WTO icon
7980
UTime Limited
WTO
$4.37M
-1
HCWC
7981
Healthy Choice Wellness
HCWC
$5.97M
$2 ﹤0.01%
6
BTTC
7982
Black Titan Corp
BTTC
$13.9M
$2 ﹤0.01%
+1
AACG
7983
ATA Creativity
AACG
$42.6M
$1 ﹤0.01%
1
ADTX
7984
Aditxt
ADTX
$458K
$1 ﹤0.01%
+1
AKTX
7985
Akari Therapeutics
AKTX
$4.51M
$1 ﹤0.01%
3
ATER icon
7986
Aterian
ATER
$7.55M
$1 ﹤0.01%
1
-4,120
EVTV icon
7987
Envirotech Vehicles
EVTV
$24.8M
$1 ﹤0.01%
3
HUBCZ icon
7988
Hub Cyber Security Warrant
HUBCZ
$45.6K
$1 ﹤0.01%
100
MGLD icon
7989
Marygold Companies
MGLD
$50M
$1 ﹤0.01%
1
RDHL
7990
Redhill Biopharma
RDHL
$4.38M
$1 ﹤0.01%
1
TOMZ icon
7991
TOMI Environmental Solutions
TOMZ
$11.9M
$1 ﹤0.01%
1
SUNE
7992
SUNation Energy
SUNE
$5.55M
$1 ﹤0.01%
1
CAPS
7993
Capstone Holding Corp
CAPS
$4.88M
$1 ﹤0.01%
1
PPCB
7994
Propanc Biopharma
PPCB
$2.04M
$1 ﹤0.01%
1
TACO
7995
Berto Acquisition Corp
TACO
$385M
-227
TGE
7996
The Generation Essentials Group
TGE
$52.3M
-2,000
GTEN
7997
Gores Holdings X
GTEN
$462M
-200
OKLL
7998
Defiance Daily Target 2x Long OKLO ETF
OKLL
$93.9M
-5
CAEP
7999
Cantor Equity Partners III
CAEP
$362M
-1,476
HUMN
8000
Roundhill Humanoid Robotics ETF
HUMN
$51.8M
-1,200