We are live on ! Find out more
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
SJB icon
8226
ProShares Short High Yield
SJB
$55.2M
– –
-215
SKYU icon
8227
ProShares Ultra Nasdaq Cloud Computing ETF
SKYU
$3.65M
– –
-1
SMHB icon
8228
ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B
SMHB
$23.2M
– –
-1
SNPG icon
8229
Xtrackers S&P 500 Growth ESG ETF
SNPG
$13.6M
– –
-1
SOL
8230
DELISTED
Emeren Group
SOL
– –
-2,541
SOND
8231
DELISTED
Sonder
SOND
– –
-2,112
SONM icon
8232
DNA X Inc
SONM
$6M
– –
-17
SONN
8233
DELISTED
Sonnet BioTherapeutics
SONN
– –
-25,808
SONDW
8234
DELISTED
Sonder Holdings Inc Warrants
SONDW
– –
-400
SPNS
8235
DELISTED
Sapiens International
SPNS
– –
-453,280
SPR
8236
DELISTED
Spirit AeroSystems
SPR
– –
-2,631,343
SPUC icon
8237
Simplify US Equity Income ETF
SPUC
$92.8M
– –
-1
SPWO icon
8238
SP Funds S&P World ex-US ETF
SPWO
$196M
– –
-8,639
SQEW
8239
DELISTED
LeaderShares Equity Skew ETF
SQEW
– –
-1
SRDX
8240
DELISTED
Surmodics
SRDX
– –
-320,037
SRTY icon
8241
ProShares UltraPro Short Russell2000
SRTY
$72.7M
– –
-1
SSKN
8242
DELISTED
Strata Skin Sciences
SSKN
– –
-1
SSG icon
8243
ProShares UltraShort Semiconductors
SSG
$44.4M
– –
0
STXD icon
8244
Strive 1000 Dividend Growth ETF
STXD
$64.8M
– –
-1
SVII
8245
DELISTED
Spring Valley Acquisition Corp II
SVII
– –
-49
SWVLW icon
8246
Swvl Holdings Corp Warrant
SWVLW
$146K
– –
-45
TAIT
8247
DELISTED
Taitron Components
TAIT
– –
-1
TAP.A icon
8248
Molson Coors Class A
TAP.A
– –
-1
TBX icon
8249
ProShares Short 7-10 Year Treasury
TBX
$16.4M
– –
-1,601
TCBS icon
8250
Texas Community Bancshares
TCBS
$51.2M
– –
-1
328 329
330
331 332