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
SES.WS icon
8226
SES AI Corp Warrants
SES.WS
$9.12M
– –
-697
SHIM icon
8227
Shimmick
SHIM
$136M
– –
-1,000
SJB icon
8228
ProShares Short High Yield
SJB
$96.1M
– –
-215
SKYU icon
8229
ProShares Ultra Nasdaq Cloud Computing ETF
SKYU
$3.07M
– –
-1
SMHB icon
8230
ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B
SMHB
$21.8M
– –
-1
SNPG icon
8231
Xtrackers S&P 500 Growth ESG ETF
SNPG
$13.1M
– –
-1
SOL
8232
DELISTED
Emeren Group
SOL
– –
-2,541
SOND
8233
DELISTED
Sonder
SOND
– –
-2,112
SONM icon
8234
DNA X Inc
SONM
$6.67M
– –
-17
SONN
8235
DELISTED
Sonnet BioTherapeutics
SONN
– –
-25,808
SONDW
8236
DELISTED
Sonder Holdings Inc Warrants
SONDW
– –
-400
SPNS
8237
DELISTED
Sapiens International
SPNS
– –
-453,280
SPR
8238
DELISTED
Spirit AeroSystems
SPR
– –
-2,631,343
SPUC icon
8239
Simplify US Equity PLUS Upside Convexity ETF
SPUC
$98.1M
– –
-1
SPWO icon
8240
SP Funds S&P World ex-US ETF
SPWO
$169M
– –
-8,639
SQEW
8241
DELISTED
LeaderShares Equity Skew ETF
SQEW
– –
-1
SRDX
8242
DELISTED
Surmodics
SRDX
– –
-320,037
SRTY icon
8243
ProShares UltraPro Short Russell2000
SRTY
$75.9M
– –
-1
SSKN
8244
DELISTED
Strata Skin Sciences
SSKN
– –
-1
SSG icon
8245
ProShares UltraShort Semiconductors
SSG
$36.6M
– –
0
STXD icon
8246
Strive 1000 Dividend Growth ETF
STXD
$64.6M
– –
-1
SVII
8247
DELISTED
Spring Valley Acquisition Corp II
SVII
– –
-49
SWVLW icon
8248
Swvl Holdings Corp Warrant
SWVLW
$132K
– –
-45
TAIT
8249
DELISTED
Taitron Components
TAIT
– –
-1
TAP.A icon
8250
Molson Coors Class A
TAP.A
$7.77B
– –
-1
328 329
330
331 332