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
PCSC
8076
Perceptive Capital Solutions
PCSC
$122M
– –
-54
QQQT
8077
Defiance Nasdaq 100 Income Target ETF
QQQT
$36.5M
– –
-1
QSIG
8078
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$63.3M
– –
-1
BABO
8079
YieldMax BABA Option Income Strategy ETF
BABO
$18M
– –
-1
AIFF
8080
Firefly Neuroscience
AIFF
$24.4M
– –
-3,529
CEP
8081
DELISTED
Cantor Equity Partners
CEP
– –
-447,071
CTOR
8082
Citius Oncology
CTOR
$59.1M
– –
-5
RITR
8083
Reitar Logtech Holdings
RITR
$35M
– –
-2,325
SMCX
8084
Defiance Daily Target 2X Long SMCI ETF
SMCX
$82.7M
– –
-975,000
PMAX
8085
Powell Max Ltd
PMAX
$3.07M
– –
-9,170
TDTH
8086
Trident Digital Tech Holdings
TDTH
$15.2M
– –
-4,240
MSTU
8087
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$371M
– –
-4,854
FLX
8088
BingEx Ltd
FLX
$181M
– –
-2,555
ILLR
8089
DELISTED
Triller Group Inc
ILLR
– –
-78,092
GELS
8090
Gelteq Ltd
GELS
$7.44M
– –
-651
IMG
8091
DELISTED
CIMG Inc
IMG
– –
-5
CLSKW
8092
CleanSpark Inc Warrant
CLSKW
$281K
– –
-23,694
EMCS
8093
Xtrackers MSCI Emerging Markets Climate Selection ETF
EMCS
$890M
– –
-1
ACOG
8094
Alpha Cognition
ACOG
$136M
– –
-840
MKZR
8095
MacKenzie Realty Capital
MKZR
$6.55M
– –
-468
MSW
8096
Ming Shing Group
MSW
$13.9M
– –
-32
ENFY
8097
DELISTED
Enlightify Inc
ENFY
– –
-5
MFSG
8098
MFS Active Growth ETF
MFSG
$249M
– –
-15,778
SMCL
8099
GraniteShares 2x Long SMCI Daily ETF
SMCL
$34.9M
– –
-6,500
PHLT
8100
DELISTED
Performant Healthcare Inc
PHLT
– –
-162,164
322 323
324
325 326