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
TDTH
8326
Trident Digital Tech Holdings
TDTH
$11.3M
-141
MSTU
8327
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$343M
-4,854
EDGU
8328
3EDGE Dynamic US Equity ETF
EDGU
$154M
-180
FLX
8329
BingEx Ltd
FLX
$156M
-2,555
ILLR
8330
Triller Group Inc
ILLR
$44.6M
-7,809
GELS
8331
Gelteq Ltd
GELS
$5.78M
-651
IMG
8332
DELISTED
CIMG Inc
IMG
-5
CLSKW
8333
CleanSpark Inc Warrant
CLSKW
$252K
-23,694
EMCS
8334
Xtrackers MSCI Emerging Markets Select ETF
EMCS
$1.03B
-1
ACOG
8335
Alpha Cognition
ACOG
$187M
-840
MKZR
8336
MacKenzie Realty Capital
MKZR
$3.7M
-468
MSW
8337
Ming Shing Group
MSW
$16.2M
-32
ENFY
8338
DELISTED
Enlightify Inc
ENFY
-5
MFSG
8339
MFS Active Growth ETF
MFSG
$355M
-15,778
SMCL
8340
GraniteShares 2x Long SMCI Daily ETF
SMCL
$36.7M
-975
PHLT
8341
DELISTED
Performant Healthcare Inc
PHLT
-162,164
GSRT
8342
DELISTED
GSR III Acquisition Corp
GSRT
-189
FGSM
8343
Frontier Asset Global Small Cap Equity ETF
FGSM
$50.4M
-3,273
HIT
8344
Health In Tech Inc
HIT
$72.1M
-9,076
YAAS
8345
Youxin Technology Ltd
YAAS
$18.2M
-14
UFG
8346
Uni-Fuels Holdings
UFG
$22.8M
-457
PCLA
8347
PicoCELA Inc
PCLA
$47.6M
-326
TJGC
8348
TJGC Group Limited Ordinary Shares
TJGC
$48.4M
-667
KAZR
8349
Skyline Builders Group
KAZR
$65.7M
-900
XUDV
8350
Franklin U.S. Dividend Booster Index ETF
XUDV
$75.2M
-170