Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YEAR icon
8051
AB Ultra Short Income ETF
YEAR
$1.49B
– –
-1
YXI icon
8052
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$4.39M
– –
-1
ZIMV
8053
DELISTED
ZimVie
ZIMV
– –
-826,452
ZYXI
8054
DELISTED
Zynex
ZYXI
– –
-17,552
NEUE
8055
DELISTED
NeueHealth
NEUE
– –
-3,493
YMAG icon
8056
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$284M
– –
-135
FBLG icon
8057
FibroBiologics
FBLG
$6.36M
– –
-13
TELO icon
8058
Telomir Pharmaceuticals
TELO
$42.3M
– –
-334
SMXT icon
8059
Solarmax Technology
SMXT
$30.3M
– –
-11
GTI
8060
DELISTED
Graphjet Technology
GTI
– –
-16
PCIG icon
8061
Polen Capital International Growth ETF
PCIG
$26.5M
– –
-1,671
XIMR icon
8062
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$30.6M
– –
-197
MARM icon
8063
FT Vest US Equity Max Buffer ETF March
MARM
$108M
– –
-350
LEGT
8064
Legato Merger Corp III
LEGT
$284M
– –
-14,000
TRAW icon
8065
Traws Pharma
TRAW
$12M
– –
-719
NIVF
8066
NewGenIvf
NIVF
$1.15M
– –
0
ZOOZ
8067
ZOOZ Strategy Ltd
ZOOZ
$48.2M
– –
-177,430
MDST
8068
Westwood Salient Enhanced Midstream Income ETF
MDST
$230M
– –
-1
DYCQ
8069
DELISTED
DT Cloud Acquisition Corp
DYCQ
– –
-28
TWG
8070
Top Wealth Group Holding Ltd
TWG
$80.8M
– –
-111
BOTT
8071
Themes ETF Trust Themes Humanoid Robotics ETF
BOTT
$33.3M
– –
-520
ZONE
8072
CleanCore Solutions
ZONE
$2.69M
– –
-63,100
ZK
8073
DELISTED
Zeekr
ZK
– –
-699,802
GDXY
8074
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$284M
– –
-1
RTRE
8075
Rareview Total Return Bond ETF
RTRE
$62.2M
– –
-17,383
321 322
323
324 325