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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
PCIG icon
8301
Polen Capital International Growth ETF
PCIG
$28M
– –
-1,671
XIMR icon
8302
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$30.6M
– –
-197
MARM icon
8303
FT Vest US Equity Max Buffer ETF March
MARM
$108M
– –
-350
LEGT
8304
DELISTED
Legato Merger Corp III
LEGT
– –
-14,000
TRAW icon
8305
Traws Pharma
TRAW
$10.2M
– –
-719
NIVF
8306
NewGenIvf
NIVF
$4.51M
– –
0
ZOOZ
8307
ZOOZ Strategy Ltd
ZOOZ
$42.9M
– –
-8,872
MDST
8308
Westwood Salient Enhanced Midstream Income ETF
MDST
$278M
– –
-1
DYCQ
8309
DELISTED
DT Cloud Acquisition Corp
DYCQ
– –
-28
TWG
8310
Top Wealth Group Holding Ltd
TWG
$51.9M
– –
-111
BOTT
8311
Themes ETF Trust Themes Humanoid Robotics ETF
BOTT
$62M
– –
-520
ZONE
8312
CleanCore Solutions
ZONE
$5.86M
– –
-63,100
ZK
8313
DELISTED
Zeekr
ZK
– –
-699,802
GDXY
8314
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$213M
– –
-1
RTRE
8315
Rareview Total Return Bond ETF
RTRE
$56.6M
– –
-17,383
PCSC
8316
Perceptive Capital Solutions
PCSC
$111M
– –
-54
QQQT
8317
Defiance Nasdaq 100 Income Target ETF
QQQT
$45.5M
– –
-1
QSIG
8318
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$53.2M
– –
-1
BABO
8319
YieldMax BABA Option Income Strategy ETF
BABO
$14.1M
– –
-1
AIFF
8320
Firefly Neuroscience
AIFF
$19.5M
– –
-3,529
CEP
8321
DELISTED
Cantor Equity Partners
CEP
– –
-447,071
CTOR
8322
Citius Oncology
CTOR
$65.2M
– –
-5
RITR
8323
Reitar Logtech Holdings
RITR
$17.5M
– –
-2,325
SMCX
8324
Defiance Daily Target 2X Long SMCI ETF
SMCX
$151M
– –
-487,500
PMAX
8325
Powell Max Ltd
PMAX
$2.64M
– –
-917
331 332
333
334 335