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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
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JDST icon
8226
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$30.5M
– –
0
JHDV icon
8227
John Hancock US High Dividend ETF
JHDV
$12.3M
– –
-1
JTAI icon
8228
Jet.AI
JTAI
$8.09M
– –
-7
JYD icon
8229
Jayud Global Logistics
JYD
$6.72M
– –
-333
JZXN icon
8230
Jiuzi Holdings
JZXN
$1.57M
– –
-2,034
KEUA
8231
DELISTED
KraneShares European Carbon Allowance Strategy ETF
KEUA
– –
-2
KXIN icon
8232
Kaixin Holdings
KXIN
$6.96M
– –
-379
LCR icon
8233
Leuthold Core ETF
LCR
$68.6M
– –
-4,440
LICN icon
8234
Lichen China
LICN
$26.3M
– –
-2
LMND.WS
8235
DELISTED
Lemonade Inc Warrants
LMND.WS
– –
-3,582
LQDW icon
8236
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$266M
– –
-1
LYRA
8237
DELISTED
LYRA THERAPEUTICS INC
LYRA
– –
-334
MBBB icon
8238
VanEck Moody's Analytics BBB Corporate Bond ETF
MBBB
$4.77M
– –
-2
MBCN
8239
DELISTED
Middlefield Banc Corp
MBCN
– –
-20,541
MCSE
8240
DELISTED
Franklin Sustainable International Equity ETF
MCSE
– –
-1
MGIC
8241
DELISTED
Magic Software Enterprises
MGIC
– –
-2,140
MHN
8242
DELISTED
BlackRock MuniHoldings New Yrok Quality Fund
MHN
– –
-402,932
MIDU icon
8243
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$78.4M
– –
-1
MIG icon
8244
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$19M
– –
-1
MNBD icon
8245
ALPS BBH Intermediate Municipal Bond ETF
MNBD
$56M
– –
-1
MOFG
8246
DELISTED
MidWestOne Financial Group
MOFG
– –
-93,054
MQT
8247
DELISTED
BlackRock MuniYield Quality Fund II
MQT
– –
-151,206
MRSN
8248
DELISTED
Mersana Therapeutics
MRSN
– –
-18,496
MUE
8249
DELISTED
BlackRock MuniHoldings Quality Fund II
MUE
– –
-1,625,906
MVF
8250
DELISTED
BlackRock MuniVest Fund
MVF
– –
-528,219
328 329
330
331 332