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
FGNX
8276
FG Nexus Inc
FGNX
$48.9M
– –
-2
FHYS icon
8277
Federated Hermes Short Duration High Yield ETF
FHYS
$51M
– –
-1
FLLA icon
8278
Franklin FTSE Latin America
FLLA
$111M
– –
-1
GNTY
8279
DELISTED
Guaranty Bancshares
GNTY
– –
-14,964
GTLS.PRB
8280
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
– –
-3,663
GUSA icon
8281
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$2.32B
– –
-1
GVH icon
8282
Globavend
GVH
$10.1M
– –
-735
HAWX icon
8283
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$341M
– –
-1
HBI
8284
DELISTED
Hanesbrands
HBI
– –
-3,104,104
HFND icon
8285
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
$32M
– –
-309
ACHR.WS icon
8286
Archer Aviation Redeemable Warrants
ACHR.WS
$116M
– –
-2,021
ACSI icon
8287
American Customer Satisfaction ETF
ACSI
$110M
– –
-133
ACTV
8288
DELISTED
LeaderShares Activist Leaders ETF
ACTV
– –
-890
ADAP
8289
DELISTED
Adaptimmune Therapeutics
ADAP
– –
-3,666,061
ADN
8290
DELISTED
Advent Technologies
ADN
– –
-2,272
ADSE icon
8291
ADS-TEC Energy
ADSE
$856M
– –
-12,100
ADVM
8292
DELISTED
Adverum Biotechnologies
ADVM
– –
-17,555
AGMH icon
8293
AGM Group Holdings
AGMH
$2.55M
– –
-5,400
AKRO
8294
DELISTED
Akero Therapeutics
AKRO
– –
-339,922
ALE
8295
DELISTED
Allete
ALE
– –
-421,392
AMZY icon
8296
YieldMax AMZN Option Income Strategy ETF
AMZY
$259M
– –
-844
ANGH icon
8297
Anghami
ANGH
$28.6M
– –
-707
ANL
8298
Adlai Nortye
ANL
$768M
– –
-25
BBEM icon
8299
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$819M
– –
-260,672
BBGI icon
8300
Beasley Broadcasting Group
BBGI
$27.4M
– –
-2
330 331
332
333 334