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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
GDHG icon
8101
Golden Heaven Group Holdings
GDHG
$30.2M
– –
-4
GDXD icon
8102
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$1.26B
– –
-280
GENK icon
8103
GEN Restaurant Group
GENK
$11M
– –
-2,100
GHLD
8104
DELISTED
Guild Holdings
GHLD
– –
-496
GLBS icon
8105
Globus Maritime Ltd
GLBS
$62.8M
– –
-9,333
GLBZ
8106
DELISTED
Glen Burnie Bancorp
GLBZ
– –
-1,036
GLDI icon
8107
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$31.6M
– –
-42
GLRY icon
8108
Inspire Growth ETF
GLRY
$167M
– –
-1
GNFT
8109
DELISTED
Genfit
GNFT
– –
-20,120
GNLN icon
8110
Greenlane Holdings
GNLN
$1.6M
– –
-1
GNTY
8111
DELISTED
Guaranty Bancshares
GNTY
– –
-14,964
GTLS.PRB
8112
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
– –
-3,663
GUSA icon
8113
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$2.35B
– –
-1
GVH icon
8114
Globavend
GVH
$10.2M
– –
-735
HAWX icon
8115
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$345M
– –
-1
HBI
8116
DELISTED
Hanesbrands
HBI
– –
-3,104,104
HFND icon
8117
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
$34.5M
– –
-309
HIDE icon
8118
Alpha Architect High Inflation and Deflation ETF
HIDE
$143M
– –
-1
HKD
8119
AMTD Digital
HKD
$481M
– –
-1,372
HKND
8120
DELISTED
Humankind US Stock ETF
HKND
– –
-1,204
HONE
8121
DELISTED
HarborOne Bancorp
HONE
– –
-174,079
HSII
8122
DELISTED
Heidrick & Struggles
HSII
– –
-213,848
HSPO
8123
DELISTED
Horizon Space Acquisition I Corp
HSPO
– –
-15
HUBC icon
8124
Hub Cyber Security
HUBC
$8.4M
– –
0
HVT.A icon
8125
Haverty Furniture Companies Class A
HVT.A
– –
-1
323 324
325
326 327