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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
ADVM
8001
DELISTED
Adverum Biotechnologies
ADVM
– –
-17,555
AGMH icon
8002
AGM Group Holdings
AGMH
$2.6M
– –
-5,400
AKRO
8003
DELISTED
Akero Therapeutics
AKRO
– –
-339,922
ALE
8004
DELISTED
Allete
ALE
– –
-421,392
AMZY icon
8005
YieldMax AMZN Option Income Strategy ETF
AMZY
$229M
– –
-844
ANGH icon
8006
Anghami
ANGH
$30.8M
– –
-707
ANL
8007
Adlai Nortye
ANL
$688M
– –
-25
YDKG
8008
Yueda Digital Holding
YDKG
$4.97M
– –
-258
ARIS
8009
DELISTED
Aris Water Solutions
ARIS
– –
-2,032,046
ARTL icon
8010
Artelo Biosciences
ARTL
$3.56M
– –
-367
ASET
8011
DELISTED
FlexShares Real Assets Allocation Index Fund
ASET
– –
-9
AMCI
8012
AMC Robotics
AMCI
$119M
– –
-14
AVDX
8013
DELISTED
AvidXchange
AVDX
– –
-728,603
BAMU icon
8014
Brookstone Ultra-Short Bond ETF
BAMU
$67.9M
– –
-6,724
BARK.WS
8015
DELISTED
BARK Inc Warrants
BARK.WS
– –
-10,000
BBEM icon
8016
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$805M
– –
-260,672
BBGI icon
8017
Beasley Broadcasting Group
BBGI
$42.6M
– –
-2
BCDF icon
8018
Horizon Kinetics Blockchain Development ETF
BCDF
$22.6M
– –
-1
BCIM
8019
DELISTED
abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF
BCIM
– –
-1
BEDU
8020
DELISTED
Bright Scholar Education Holdings
BEDU
– –
-4,398
BGFV
8021
DELISTED
Big 5 Sporting Goods
BGFV
– –
-42,050
BILZ icon
8022
PIMCO Ultra Short Government Active ETF
BILZ
$1.03B
– –
-144
BITI icon
8023
ProShares Short Bitcoin Strategy ETF
BITI
$106M
– –
-1
BITX icon
8024
2x Bitcoin ETF
BITX
$929M
– –
-7,803
BKKT.WS icon
8025
Bakkt Inc Warrants
BKKT.WS
$421K
– –
-100
319 320
321
322 323