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
ICAD
8226
DELISTED
iCAD Inc
ICAD
-50,100
IDAT
8227
DELISTED
iShares Future Cloud 5G and Tech ETF
IDAT
-1
IG icon
8228
Principal Investment Grade Corporate Active ETF
IG
$165M
-391
IGMS
8229
DELISTED
IGM Biosciences
IGMS
-20,100
IHYF icon
8230
Invesco High Yield Bond Factor ETF
IHYF
$162M
-1
INDF
8231
DELISTED
Nifty India Financials ETF
INDF
-1
INDL icon
8232
Direxion Daily MSCI India Bull 2X Shares
INDL
$66.5M
-61
INZY
8233
DELISTED
Inozyme Pharma
INZY
-124,736
IPPP
8234
DELISTED
Preferred-Plus ETF
IPPP
-1
ITOS
8235
DELISTED
iTeos Therapeutics
ITOS
-429,340
IVEG
8236
DELISTED
iShares Emergent Food and AgTech Multisector ETF
IVEG
-1
JNPR
8237
DELISTED
Juniper Networks
JNPR
-4,183,164
JOJO icon
8238
ATAC Credit Rotation ETF
JOJO
$6.03M
-1
JPI
8239
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
-252,821
JULZ icon
8240
TrueShares Structured Outcome July ETF
JULZ
$20.1M
-1
KITT icon
8241
Nauticus Robotics
KITT
$11.3M
-7,631
KLG
8242
DELISTED
WK Kellogg Co
KLG
-1,245,325
KORU icon
8243
Direxion Daily South Korea Bull 3X Shares
KORU
$663M
-7
KROP icon
8244
Global X AgTech & Food Innovation ETF
KROP
$6.62M
0
LBAY icon
8245
Leatherback Long/Short Alternative Yield ETF
LBAY
$20.9M
-1
LBTYB icon
8246
Liberty Global Class B
LBTYB
$4.5B
-167
LGHL
8247
Lion Group Holding
LGHL
$654K
0
LGL.WS
8248
DELISTED
LGL Group Inc Warrants
LGL.WS
-719