Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBND
8101
DELISTED
Western Asset Total Return ETF
WBND
– –
-2,083
WHLR
8102
Wheeler Real Estate Investment Trust
WHLR
$2.02M
– –
-3
WILC icon
8103
G. Willi-Food International
WILC
$372M
– –
-363
WKSP icon
8104
Worksport
WKSP
$14.3M
– –
-7
WLGS
8105
DELISTED
Wang & Lee Group
WLGS
– –
-274
XB icon
8106
BondBloxx B-Rated USD High Yield Corporate Bond ETF
XB
$32.6M
– –
-1
XC icon
8107
WisdomTree True Emerging Markets Fund
XC
$98.9M
– –
-1
XCCC icon
8108
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$297M
– –
-1
SNRE
8109
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-246,706
BAFE
8110
Brown Advisory Flexible Equity ETF
BAFE
$1.5B
– –
-348
XHYH icon
8111
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$20.6M
– –
-1
XIN
8112
DELISTED
Xinyuan Real Estate
XIN
– –
-878
XPON icon
8113
Expion360
XPON
$6.52M
– –
-209
YBTC icon
8114
Roundhill Bitcoin Covered Call Strategy ETF
YBTC
$151M
– –
-1
YMAB
8115
DELISTED
Y-mAbs Therapeutics
YMAB
– –
-292,567
AMIX
8116
Autonomix Medical
AMIX
$4.08M
– –
-1,172
VTEI icon
8117
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.25B
– –
-1
DFVE icon
8118
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$26.4M
– –
-60,000
ULTY icon
8119
YieldMax Ultra Option Income Strategy ETF
ULTY
$1.05B
– –
0
AIPI
8120
REX AI Equity Premium Income ETF
AIPI
$372M
– –
-1
KQQQ
8121
Kurv Technology Titans Select ETF
KQQQ
$94.5M
– –
-1
ANSS
8122
DELISTED
Ansys
ANSS
– –
-1,045,871
AREB icon
8123
American Rebel
AREB
$1.69M
– –
-66
AZEK
8124
DELISTED
The AZEK Co
AZEK
– –
-4,073,804
BASE
8125
DELISTED
Couchbase
BASE
– –
-541,253
323 324
325
326 327