We are live on ! Find out more
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
EMX
8076
DELISTED
EMX Royalty
EMX
– –
-835,752
ENX
8077
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
– –
-61,469
EPIX
8078
DELISTED
ESSA Pharma
EPIX
– –
-1,904,061
ETNB
8079
DELISTED
89bio
ETNB
– –
-444,767
EVAV
8080
DELISTED
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
– –
-2
EVEX.WS icon
8081
Eve Holding Inc Warrants
EVEX.WS
$41.7M
– –
-188
EVM
8082
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
– –
-354,954
EVOK
8083
DELISTED
Evoke Pharma
EVOK
– –
-159,358
FDHT
8084
DELISTED
Fidelity Digital Health ETF
FDHT
– –
-601
FEMY icon
8085
Femasys
FEMY
$11.6M
– –
-14
FGNX
8086
FG Nexus Inc
FGNX
$28.4M
– –
-2
FHYS icon
8087
Federated Hermes Short Duration High Yield ETF
FHYS
$53.1M
– –
-1
FLLA icon
8088
Franklin FTSE Latin America
FLLA
$107M
– –
-1
FLRG icon
8089
Fidelity US Multifactor ETF
FLRG
$292M
– –
-1
FMAG icon
8090
Fidelity Magellan ETF
FMAG
$254M
– –
-1
FORL
8091
DELISTED
Four Leaf Acquisition Corp
FORL
– –
-12
FPAY
8092
DELISTED
FlexShopper
FPAY
– –
-396
FRNW icon
8093
Fidelity Clean Energy ETF
FRNW
$105M
– –
-1
FSBD
8094
DELISTED
Fidelity Sustainable Core Plus Bond ETF
FSBD
– –
-1
FSLD
8095
DELISTED
Fidelity Sustainable Low Duration Bond ETF
FSLD
– –
-5
FSST
8096
DELISTED
Fidelity Sustainable US Equity ETF
FSST
– –
-1
GMEX
8097
GMEX Robotics
GMEX
$2.02M
– –
0
FXED icon
8098
Sound Enhanced Fixed Income ETF
FXED
$39.5M
– –
-1
FXP icon
8099
ProShares UltraShort FTSE China 50 of ProShares Trust
FXP
$6.82M
– –
-1
GBLD
8100
DELISTED
Invesco MSCI Green Building ETF
GBLD
– –
-1
322 323
324
325 326