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
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLF icon
8001
Tandy Leather Factory
TLF
$19.2M
$18 ﹤0.01%
7
XRMI icon
8002
Global X S&P 500 Risk Managed Income ETF
XRMI
$49.7M
$18 ﹤0.01%
1
LIEN
8003
Chicago Atlantic BDC
LIEN
$226M
$18 ﹤0.01%
1
-1
DUO
8004
Fangdd Network Group
DUO
$41.2M
$17 ﹤0.01%
15
-4,943
SATO icon
8005
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$8.47M
$17 ﹤0.01%
1
BYAH
8006
Park Ha Biological Technology Co
BYAH
$3.48M
$17 ﹤0.01%
16
-109
HTCO
8007
High-Trend International Group
HTCO
$51M
$17 ﹤0.01%
2
AFIF icon
8008
Anfield Universal Fixed Income ETF
AFIF
$229M
$16 ﹤0.01%
1
HHS icon
8009
Harte-Hanks
HHS
$19.4M
$16 ﹤0.01%
7
OKYO
8010
OKYO Pharma
OKYO
$85.5M
$16 ﹤0.01%
10
RETL icon
8011
Direxion Daily Retail Bull 3X ETF
RETL
$29.8M
$16 ﹤0.01%
2
RIET icon
8012
Hoya Capital High Dividend Yield ETF
RIET
$104M
$16 ﹤0.01%
+1
SER icon
8013
Serina Therapeutics
SER
$29.7M
$16 ﹤0.01%
8
DRN icon
8014
Direxion Daily Real Estate Bull 3X ETF
DRN
$46.3M
$15 ﹤0.01%
1
HIPS icon
8015
GraniteShares HIPS US High Income ETF
HIPS
$100M
$15 ﹤0.01%
1
-205
CELG.RT
8016
Bristol-Myers Squibb Rights
CELG.RT
$213M
$14 ﹤0.01%
119
MTEX icon
8017
Mannatech
MTEX
$8.43M
$14 ﹤0.01%
2
+1
MZZ icon
8018
ProShares UltraShort MidCap400
MZZ
$721K
$14 ﹤0.01%
1
SMDD icon
8019
ProShares UltraPro Short MidCap400
SMDD
$2.19M
$14 ﹤0.01%
1
UNL icon
8020
United States 12 Month Natural Gas Fund
UNL
$14.1M
$14 ﹤0.01%
2
BCCC
8021
Global X Bitcoin Covered Call ETF
BCCC
$9.59M
$14 ﹤0.01%
+1
ARKR icon
8022
Ark Restaurants
ARKR
$23.8M
$13 ﹤0.01%
2
-592
FMQQ icon
8023
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$21.1M
$13 ﹤0.01%
1
HNNA icon
8024
Hennessy Advisors
HNNA
$81.4M
$13 ﹤0.01%
1
INQQ icon
8025
India Internet & Ecommerce ETF
INQQ
$44.1M
$13 ﹤0.01%
1
-1
319 320
321
322 323