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
NIVF
8051
NewGenIvf
NIVF
$580K
– –
0
ZOOZ
8052
ZOOZ Strategy Ltd
ZOOZ
$48.2M
– –
-177,430
MDST
8053
Westwood Salient Enhanced Midstream Income ETF
MDST
$258M
– –
-1
DYCQ
8054
DELISTED
DT Cloud Acquisition Corp
DYCQ
– –
-28
TWG
8055
Top Wealth Group Holding Ltd
TWG
$65.1M
– –
-111
BOTT
8056
Themes ETF Trust Themes Humanoid Robotics ETF
BOTT
$55.4M
– –
-520
ZONE
8057
CleanCore Solutions
ZONE
$6.44M
– –
-63,100
ZK
8058
DELISTED
Zeekr
ZK
– –
-699,802
GDXY
8059
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$263M
– –
-1
RTRE
8060
Rareview Total Return Bond ETF
RTRE
$63M
– –
-17,383
PCSC
8061
Perceptive Capital Solutions
PCSC
$124M
– –
-54
QQQT
8062
Defiance Nasdaq 100 Income Target ETF
QQQT
$42.4M
– –
-1
QSIG
8063
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$58.1M
– –
-1
BABO
8064
YieldMax BABA Option Income Strategy ETF
BABO
$17.2M
– –
-1
AIFF
8065
Firefly Neuroscience
AIFF
$27.3M
– –
-3,529
CEP
8066
DELISTED
Cantor Equity Partners
CEP
– –
-447,071
CTOR
8067
Citius Oncology
CTOR
$78.1M
– –
-5
RITR
8068
Reitar Logtech Holdings
RITR
$30.3M
– –
-2,325
SMCX
8069
Defiance Daily Target 2X Long SMCI ETF
SMCX
$184M
– –
-487,500
PMAX
8070
Powell Max Ltd
PMAX
$4.75M
– –
-917
TDTH
8071
Trident Digital Tech Holdings
TDTH
$8.59M
– –
-141
MSTU
8072
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$580M
– –
-4,854
EDGU
8073
3EDGE Dynamic US Equity ETF
EDGU
$141M
– –
-180
FLX
8074
BingEx Ltd
FLX
$165M
– –
-2,555
ILLR
8075
Triller Group Inc
ILLR
$41.2M
– –
-78,092
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323
324 325