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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 22.44%
2 Financials 11.15%
3 Consumer Discretionary 8.06%
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
$16.2M
$2 ﹤0.01%
1
PMCB icon
7977
PharmaCyte Biotech
PMCB
$7.51M
$2 ﹤0.01%
2
-7
PTIX
7978
DELISTED
Performance Technologies
PTIX
$2 ﹤0.01%
2
-15,000
BSIN
7979
Big Sky Industrial
BSIN
$58.6M
$2 ﹤0.01%
2
FXHO
7980
UTime Limited
FXHO
$3.69M
0
HCWC
7981
Healthy Choice Wellness
HCWC
$5.24M
$2 ﹤0.01%
6
BTTC
7982
Black Titan Corp
BTTC
$8.65M
$2 ﹤0.01%
+1
AACG
7983
ATA Creativity
AACG
$41.5M
$1 ﹤0.01%
1
ADTX
7984
DELISTED
ADITXT INC
ADTX
0
AKTX
7985
Akari Therapeutics
AKTX
$23M
0
ATER icon
7986
Aterian
ATER
$12.9M
$1 ﹤0.01%
1
-4,120
EVTV icon
7987
Envirotech Vehicles
EVTV
$28.2M
$1 ﹤0.01%
3
HUBCZ icon
7988
Hub Cyber Security Warrant
HUBCZ
$104K
$1 ﹤0.01%
100
MGLD icon
7989
Marygold Companies
MGLD
$49.5M
$1 ﹤0.01%
1
RDHL
7990
Redhill Biopharma
RDHL
$4.27M
$1 ﹤0.01%
1
TOMZ icon
7991
TOMI Environmental Solutions
TOMZ
$18.4M
$1 ﹤0.01%
1
SUNE
7992
SUNation Energy
SUNE
$10.6M
$1 ﹤0.01%
1
CAPS
7993
Capstone Holding Corp
CAPS
$4.02M
$1 ﹤0.01%
1
PPCB
7994
Propanc Biopharma
PPCB
$4.06M
0
ACHR.WS icon
7995
Archer Aviation Redeemable Warrants
ACHR.WS
$52.1M
-2,021
ACSI icon
7996
American Customer Satisfaction ETF
ACSI
$116M
-133
ACTV
7997
DELISTED
LeaderShares Activist Leaders ETF
ACTV
-890
ADAP
7998
DELISTED
Adaptimmune Therapeutics
ADAP
-3,666,061
ADN
7999
DELISTED
Advent Technologies
ADN
-2,272
ADSE icon
8000
ADS-TEC Energy
ADSE
$920M
-12,100