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
GSRT
8101
DELISTED
GSR III Acquisition Corp
GSRT
– –
-189
FGSM
8102
Frontier Asset Global Small Cap Equity ETF
FGSM
$58.6M
– –
-3,273
HIT
8103
Health In Tech Inc
HIT
$87.2M
– –
-9,076
YAAS
8104
Youxin Technology Ltd
YAAS
$12.3M
– –
-14
UFG
8105
Uni-Fuels Holdings
UFG
$26.9M
– –
-457
PCLA
8106
PicoCELA Inc
PCLA
$9.6M
– –
-326
TJGC
8107
TJGC Group Limited Ordinary Shares
TJGC
$13.7M
– –
-2,000
SKBL
8108
Skyline Builders Group
SKBL
$49.9M
– –
-900
XUDV
8109
Franklin U.S. Dividend Booster Index ETF
XUDV
$60.1M
– –
-170
AEVAW
8110
DELISTED
Aeva Technologies Warrants
AEVAW
– –
-2
MTSR
8111
DELISTED
Metsera Inc
MTSR
– –
-92,938
EPWK
8112
DELISTED
EPWK Holdings
EPWK
– –
-176
CYCU
8113
Cycurion Inc
CYCU
$7M
– –
-1
WGRX
8114
Wellgistics Health
WGRX
$15.7M
– –
-10
BMGL
8115
Basel Medical
BMGL
$10.6M
– –
-74,292
WETO
8116
Wetour Robotics Limited Ordinary Shares
WETO
$11.2M
– –
-851
IONX
8117
Defiance Daily Target 2X Long IONQ ETF
IONX
$124M
– –
-10
IMST
8118
Bitwise MSTR Option Income Strategy ETF
IMST
$19M
– –
-900
XYZY
8119
YieldMax XYZ Option Income Strategy ETF
XYZY
$41.6M
– –
-185
QBTX
8120
Tradr 2X Long QBTS Daily ETF
QBTX
$39.3M
– –
-6
MPTI.WS
8121
DELISTED
M-tron Industries Warrants
MPTI.WS
– –
-6,796
MST
8122
Defiance Leveraged Long Income MSTR ETF
MST
$21.2M
– –
-18,750
QUSA
8123
VistaShares Target 15 USA Quality Income ETF
QUSA
$18M
– –
-1
DBGI
8124
Digital Brands Group
DBGI
$14.3M
– –
-13,022
IQST
8125
IQSTEL Inc
IQST
$10.5M
– –
-485
323 324
325
326 327