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
CYCN icon
7976
Cyclerion Therapeutics
CYCN
$13.8M
$2 ﹤0.01%
1
-648
FATBB
7977
DELISTED
FAT Brands
FATBB
$2 ﹤0.01%
1
-1
INUV icon
7978
Inuvo
INUV
$23.7M
$2 ﹤0.01%
1
LEXX icon
7979
Lexaria Bioscience
LEXX
$16.1M
$2 ﹤0.01%
+3
MDIA icon
7980
Mediaco Holding
MDIA
$73.8M
$2 ﹤0.01%
3
MOGU
7981
MOGU Inc
MOGU
$16.4M
$2 ﹤0.01%
1
PMCB icon
7982
PharmaCyte Biotech
PMCB
$8.7M
$2 ﹤0.01%
2
-7
AACG
7983
ATA Creativity
AACG
$51.8M
$1 ﹤0.01%
1
ADTX
7984
Aditxt
ADTX
$263K
0
AKTX
7985
Akari Therapeutics
AKTX
$20.9M
0
ATER icon
7986
Aterian
ATER
$13.2M
$1 ﹤0.01%
1
-4,120
EVTV icon
7987
Envirotech Vehicles
EVTV
$28.3M
$1 ﹤0.01%
3
HUBCZ icon
7988
Hub Cyber Security Warrant
HUBCZ
$89.7K
$1 ﹤0.01%
100
MGLD icon
7989
Marygold Companies
MGLD
$50.8M
$1 ﹤0.01%
1
RDHL
7990
Redhill Biopharma
RDHL
$5.09M
$1 ﹤0.01%
1
TOMZ icon
7991
TOMI Environmental Solutions
TOMZ
$17M
$1 ﹤0.01%
1
SUNE
7992
SUNation Energy
SUNE
$5.07M
$1 ﹤0.01%
1
CAPS
7993
Capstone Holding Corp
CAPS
$5.39M
$1 ﹤0.01%
1
PPCB
7994
Propanc Biopharma
PPCB
$4.01M
$1 ﹤0.01%
1
DYLD icon
7995
LeaderShares Dynamic Yield ETF
DYLD
$40.3M
-1
SKBL
7996
Skyline Builders Group
SKBL
$78.3M
-900
XUDV
7997
Franklin U.S. Dividend Booster Index ETF
XUDV
$65.8M
-170
AEVAW
7998
DELISTED
Aeva Technologies Warrants
AEVAW
-2
THYF icon
7999
T. Rowe Price US High Yield ETF
THYF
$818M
-1
TIXT
8000
DELISTED
TELUS International
TIXT
-72,213