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
CNBS icon
8176
Amplify Seymour Cannabis ETF
CNBS
$80.3M
– –
-16
CNTX icon
8177
Context Therapeutics
CNTX
$209M
– –
-3,500
COWS icon
8178
Amplify Cash Flow Dividend Leaders ETF
COWS
$30.8M
– –
-2
CRESW
8179
Cresud SACIF y A. Warrant
CRESW
$70.8M
– –
-4,480
CRGX
8180
DELISTED
CARGO Therapeutics
CRGX
– –
-445,022
BGMS
8181
Bio Green Med Solution Inc
BGMS
$4.95M
– –
0
DNB
8182
DELISTED
Dun & Bradstreet
DNB
– –
-2,897,541
DOGZ icon
8183
Dogness International Corp
DOGZ
$22.8M
– –
-150
DRRX
8184
DELISTED
DURECT Corp
DRRX
– –
-500
DSMC icon
8185
Distillate Small/Mid Cash Flow ETF
DSMC
$121M
– –
-1
DSTX icon
8186
Distillate International Fundamental Stability & Value ETF
DSTX
$44.9M
– –
-1
EAOM icon
8187
iShares ESG Aware Moderate Allocation ETF
EAOM
$8.43M
– –
-1
EBTC
8188
DELISTED
Enterprise Bancorp
EBTC
– –
-41,893
EDSA icon
8189
Edesa Biotech
EDSA
$7.5M
– –
-584
EFU icon
8190
ProShares Trust UltraShort MSCI EAFE
EFU
$690K
– –
-16
ELEV
8191
DELISTED
Elevation Oncology
ELEV
– –
-16,608
EMCG
8192
DELISTED
Embrace Change Acquisition Corp
EMCG
– –
-20
ENSC icon
8193
Ensysce Biosciences
ENSC
$1.35M
– –
-378
ENVB icon
8194
Enveric Biosciences
ENVB
$2.86M
– –
-1,085
ERY icon
8195
Direxion Daily Energy Bear 2X Shares
ERY
$19.6M
– –
-381
ESGG icon
8196
FlexShares STOXX Global ESG Select Index Fund
ESGG
$105M
– –
-1
ESGR
8197
DELISTED
Enstar Group
ESGR
– –
-98,733
ESSA
8198
DELISTED
ESSA Bancorp
ESSA
– –
-27,956
ETWO
8199
DELISTED
E2open Parent Holdings
ETWO
– –
-609,340
EUM icon
8200
ProShares Trust Short MSCI Emerging Markets
EUM
$8.48M
– –
-5
326 327
328
329 330