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
XHG
8026
XChange TEC
XHG
$51M
$13 ﹤0.01%
15
BIAF icon
8027
bioAffinity Technologies
BIAF
$7.07M
$11 ﹤0.01%
3
GDEVW icon
8028
GDEV Inc Warrant
GDEVW
$11 ﹤0.01%
2,500
GNPX icon
8029
Genprex
GNPX
$8.69M
$11 ﹤0.01%
6
SCKT icon
8030
Socket Mobile
SCKT
$7M
$11 ﹤0.01%
13
CDT icon
8031
CDT Equity Inc
CDT
$5.1M
$10 ﹤0.01%
+2
DRIP icon
8032
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$140M
$10 ﹤0.01%
2
BGDE
8033
Big Digital Energy Inc
BGDE
$32.4M
$10 ﹤0.01%
5
TC
8034
TuanChe
TC
$245M
$10 ﹤0.01%
+1
USOY
8035
Defiance Oil Enhanced Options Income ETF
USOY
$67.5M
$10 ﹤0.01%
1
CIIT
8036
Tianci International
CIIT
$4.81M
$10 ﹤0.01%
+6
CMCT
8037
Creative Media & Community Trust
CMCT
$12.8M
$9 ﹤0.01%
2
-64
SDOT icon
8038
Sadot Group
SDOT
$2.15M
$9 ﹤0.01%
6
SNOY
8039
YieldMax SNOW Option Income Strategy ETF
SNOY
$18.9M
$9 ﹤0.01%
1
SAIH
8040
SAIHEAT Ltd
SAIH
$21M
$9 ﹤0.01%
1
BGSF icon
8041
BGSF Inc
BGSF
$56.6M
$8 ﹤0.01%
1
GOVX icon
8042
GeoVax Labs
GOVX
$12.6M
$8 ﹤0.01%
6
+1
GV icon
8043
Visionary Holdings
GV
$1.84M
$8 ﹤0.01%
31
PFFL icon
8044
ETRACS Monthly Pay 2x Leveraged Preferred Stock ETN
PFFL
$7.87M
$8 ﹤0.01%
1
SMSI icon
8045
Smith Micro Software
SMSI
$20.5M
$8 ﹤0.01%
11
SWVL icon
8046
Swvl Holdings
SWVL
$15.8M
$8 ﹤0.01%
6
VVOS icon
8047
Vivos Therapeutics
VVOS
$8.48M
$8 ﹤0.01%
7
ICON
8048
Icon Energy
ICON
$4.31M
$8 ﹤0.01%
10
CISO
8049
CISO Global
CISO
$14M
$7 ﹤0.01%
21
-3,000
DWSH icon
8050
AdvisorShares Dorsey Wright Short ETF
DWSH
$8.83M
$7 ﹤0.01%
+1