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
AGIH
8151
DELISTED
iShares Inflation Hedged US Aggregate Bond ETF
AGIH
-1
AGS
8152
DELISTED
PlayAGS
AGS
-439,773
AIYY icon
8153
YieldMax AI Option Income Strategy ETF
AIYY
$37.9M
0
AKYA
8154
DELISTED
Akoya BioSciences
AKYA
-83,019
AMDY icon
8155
YieldMax AMD Option Income Strategy ETF
AMDY
$141M
-435
AMED
8156
DELISTED
Amedisys
AMED
-188,387
BIS icon
8157
ProShares UltraShort NASDAQ Biotechnology
BIS
$2.39M
-2
BNDD icon
8158
Quadratic Deflation ETF
BNDD
$9.83M
0
BNZIW icon
8159
Banzai International Warrant
BNZIW
$245K
-3,646
BPMC
8160
DELISTED
Blueprint Medicines
BPMC
-1,031,170
BPT
8161
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
-28,637
BRDG
8162
DELISTED
Bridge Investment Group
BRDG
-390,272
BRFS
8163
DELISTED
BRF SA
BRFS
-1,828,288
BRKL
8164
DELISTED
Brookline Bancorp
BRKL
-1,166,462
BRLN icon
8165
BlackRock Floating Rate Loan ETF
BRLN
$56.2M
-1
BRTX icon
8166
BioRestorative Therapies
BRTX
$4.59M
-35,000
SRXH
8167
SRX Health Solutions
SRXH
$35.3M
-1
BYRE icon
8168
Principal Real Estate Active Opportunities ETF
BYRE
$24.5M
-1
BZQ icon
8169
ProShares UltraShort MSCI Brazil Capped
BZQ
$4.34M
-2
CBSE icon
8170
Clough Select Equity ETF
CBSE
$42.7M
-364
CCRV
8171
DELISTED
iShares Commodity Curve Carry Strategy ETF
CCRV
-1
CHX
8172
DELISTED
ChampionX
CHX
-1,118,127
CLBR
8173
DELISTED
Colombier Acquisition Corp II
CLBR
-44,380
CLDL
8174
DELISTED
Direxion Daily Cloud Computing Bull 2X Shares
CLDL
-14
CMPOW
8175
DELISTED
CompoSecure Inc Warrant
CMPOW
-25,000