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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
TEAF
8251
DELISTED
Ecofin Sustainable & Social Impact Term Fund
TEAF
– –
-489,722
TEMP
8252
DELISTED
JPMorgan Climate Change Solutions ETF
TEMP
– –
-1
THCH icon
8253
TH International
THCH
$59.9M
– –
-63
THYF icon
8254
T. Rowe Price US High Yield ETF
THYF
$849M
– –
-1
TIXT
8255
DELISTED
TELUS International
TIXT
– –
-72,213
TPET icon
8256
Trio Petroleum
TPET
$13.8M
– –
-795
TPHE
8257
DELISTED
Timothy Plan High Dividend Stock Enhanced ETF
TPHE
– –
-1
TPLE
8258
DELISTED
Timothy Plan US Large/Mid Cap Core Enhanced ETF
TPLE
– –
-1
TRML
8259
DELISTED
Tourmaline Bio
TRML
– –
-252,093
TRNR icon
8260
Interactive Strength
TRNR
$1.33M
– –
-1
TROO icon
8261
TROOPS Inc
TROO
$228M
– –
-2,594
TTNP
8262
DELISTED
Titan Pharmaceuticals
TTNP
– –
-2
TTSH
8263
DELISTED
Tile Shop Holdings
TTSH
– –
-69,251
UCYB
8264
ProShares Ultra Nasdaq Cybersecurity ETF
UCYB
$9.17M
– –
-1
UGE icon
8265
ProShares Ultra Consumer Staples
UGE
$11.4M
– –
-1
UIVM icon
8266
VictoryShares International Value Momentum ETF
UIVM
$327M
– –
-1
ULY
8267
DELISTED
Urgent.ly
ULY
– –
-113
UPAR icon
8268
UPAR Ultra Risk Parity ETF
UPAR
$59.8M
– –
-1
USNZ icon
8269
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
USNZ
$293M
– –
-546
UWM icon
8270
ProShares Ultra Russell2000
UWM
$286M
– –
-1
UWMC.WS
8271
DELISTED
UWM Holdings Warrants
UWMC.WS
– –
-291
VBTX
8272
DELISTED
Veritex Holdings
VBTX
– –
-618,826
VEGA icon
8273
AdvisorShares STAR Global Buy-Write ETF
VEGA
$89.3M
– –
-1
VERO
8274
DELISTED
Venus Concept
VERO
– –
-18
VMAR icon
8275
Vision Marine Technologies
VMAR
$902K
– –
-12
329 330
331
332 333