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
GELS
8076
Gelteq Ltd
GELS
$4.52M
-651
IMG
8077
DELISTED
CIMG Inc
IMG
-5
CLSKW
8078
CleanSpark Inc Warrant
CLSKW
$300K
-23,694
EMCS
8079
Xtrackers MSCI Emerging Markets Climate Selection ETF
EMCS
$978M
-1
ACOG
8080
Alpha Cognition
ACOG
$127M
-840
MKZR
8081
MacKenzie Realty Capital
MKZR
$5.5M
-468
MSW
8082
Ming Shing Group
MSW
$17.5M
-32
ENFY
8083
DELISTED
Enlightify Inc
ENFY
-5
MFSG
8084
MFS Active Growth ETF
MFSG
$327M
-15,778
SMCL
8085
GraniteShares 2x Long SMCI Daily ETF
SMCL
$41.4M
-325
PHLT
8086
DELISTED
Performant Healthcare Inc
PHLT
-162,164
GSRT
8087
DELISTED
GSR III Acquisition Corp
GSRT
-189
FGSM
8088
Frontier Asset Global Small Cap Equity ETF
FGSM
$49.7M
-3,273
HIT
8089
Health In Tech Inc
HIT
$58.9M
-9,076
YAAS
8090
Youxin Technology Ltd
YAAS
$18.7M
-14
UFG
8091
Uni-Fuels Holdings
UFG
$23.3M
-457
PCLA
8092
PicoCELA Inc
PCLA
$63.6M
-326
TJGC
8093
TJGC Group Limited Ordinary Shares
TJGC
$66.4M
-2,000
MTSR
8094
DELISTED
Metsera Inc
MTSR
-92,938
EPWK
8095
DELISTED
EPWK Holdings
EPWK
-176
CYCU
8096
Cycurion Inc
CYCU
$8.68M
-1
WGRX
8097
Wellgistics Health
WGRX
$10.4M
-10
BMGL
8098
Basel Medical
BMGL
$11.2M
-74,292
WETO
8099
Wetour Robotics
WETO
$87.7M
-851
IONX
8100
Defiance Daily Target 2X Long IONQ ETF
IONX
$461M
-3