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
LSAT icon
8176
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$60.4M
-9,525
LXEH
8177
Lixiang Education Holding
LXEH
$3.66M
-445
MDLV icon
8178
Morgan Dempsey Large Cap Value ETF
MDLV
$38.2M
-6,855
MEGL icon
8179
Magic Empire Global Ltd
MEGL
$5.37M
-1,177
MEM icon
8180
Matthews Emerging Markets Equity Active ETF
MEM
$51M
-4
MGRM
8181
DELISTED
Monogram Orthopaedics
MGRM
-9,207
MLEC icon
8182
Moolec Science
MLEC
$5.6M
-5
MLGO
8183
MicroAlgo
MLGO
$38.3M
-24
MLNK
8184
DELISTED
MeridianLink
MLNK
-91,791
MNTS icon
8185
Momentus
MNTS
$6.61M
-36
MOBX icon
8186
Mobix Labs
MOBX
$27.8M
-27,233
MRC
8187
DELISTED
MRC Global
MRC
-560,217
MRUS
8188
DELISTED
Merus
MRUS
-88,195
MSFO icon
8189
YieldMax MSFT Option Income Strategy ETF
MSFO
$88.5M
-518
MSFU icon
8190
Direxion Shares ETF Trust Direxion Daily MSFT Bull 2X ETF
MSFU
$609M
-9,900
MSOX icon
8191
AdvisorShares MSOS 2X Daily ETF
MSOX
$50.5M
-270
MTAL
8192
DELISTED
Metals Acquisition
MTAL
-1,540,424
MURA
8193
DELISTED
Mural Oncology
MURA
-102,173
MXC icon
8194
Mexco Energy
MXC
$18.9M
-502
FEED
8195
ENvue Medical Inc
FEED
$1.88M
-1,000
NDVG
8196
DELISTED
Nuveen Dividend Growth ETF
NDVG
-1
NETD
8197
DELISTED
Nabors Energy Transition Corp II
NETD
-31
NRSN icon
8198
NeuroSense Therapeutics
NRSN
$24.3M
-66,400
NXTE icon
8199
AXS Green Alpha ETF
NXTE
$45.8M
-1
OARK icon
8200
YieldMax Innovation Option Income Strategy ETF
OARK
$51.5M
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