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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
MSFO icon
8176
YieldMax MSFT Option Income Strategy ETF
MSFO
$79.3M
– –
-518
MSFU icon
8177
Direxion Daily MSFT Bull 2X ETF
MSFU
$913M
– –
-9,900
MSOX icon
8178
AdvisorShares MSOS 2X Daily ETF
MSOX
$53.3M
– –
-270
MTAL
8179
DELISTED
Metals Acquisition
MTAL
– –
-1,540,424
MURA
8180
DELISTED
Mural Oncology
MURA
– –
-102,173
MXC icon
8181
Mexco Energy
MXC
$17.1M
– –
-502
FEED
8182
ENvue Medical Inc
FEED
$3.27M
– –
-1,000
NDVG
8183
DELISTED
Nuveen Dividend Growth ETF
NDVG
– –
-1
NETD
8184
DELISTED
Nabors Energy Transition Corp II
NETD
– –
-31
NRSN icon
8185
NeuroSense Therapeutics
NRSN
$26M
– –
-66,400
NXTE icon
8186
AXS Green Alpha ETF
NXTE
$56.2M
– –
-1
OARK icon
8187
YieldMax Innovation Option Income Strategy ETF
OARK
$55.1M
– –
0
OBOR icon
8188
Kraneshares MSCI One Belt One Road Index ETF
OBOR
$3.87M
– –
-1
OCFT
8189
DELISTED
OneConnect Financial Technology
OCFT
– –
-3,160
OCTW icon
8190
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$322M
– –
-40
ODP
8191
DELISTED
ODP
ODP
– –
-603,221
ONEO icon
8192
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
– –
-1
OPI
8193
DELISTED
Office Properties Income Trust
OPI
– –
-57,519
OVB icon
8194
Overlay Shares Core Bond ETF
OVB
$47.8M
– –
-400
PBPB
8195
DELISTED
Potbelly
PBPB
– –
-333,313
PERF.WS
8196
DELISTED
Perfect Corp Warrants
PERF.WS
– –
-1,780
PGRE
8197
DELISTED
Paramount Group
PGRE
– –
-833,189
PHD
8198
DELISTED
Pioneer Floating Rate Fund
PHD
– –
-137,192
PINC
8199
DELISTED
Premier
PINC
– –
-1,704,666
PJUN icon
8200
Innovator US Equity Power Buffer ETF June
PJUN
$951M
– –
-31,900
326 327
328
329 330