Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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 22.47%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETNB
8351
DELISTED
89bio
ETNB
– –
-444,767
EVAV
8352
DELISTED
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
– –
-2
EVEX.WS icon
8353
Eve Holding Inc Warrants
EVEX.WS
$119M
– –
-188
EVM
8354
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
– –
-354,954
EVOK
8355
DELISTED
Evoke Pharma
EVOK
– –
-159,358
FDHT
8356
DELISTED
Fidelity Digital Health ETF
FDHT
– –
-601
FEMY icon
8357
Femasys
FEMY
$32.7M
– –
-275
FGNX
8358
FG Nexus Inc
FGNX
$44.6M
– –
-2
FHYS icon
8359
Federated Hermes Short Duration High Yield ETF
FHYS
$49M
– –
-1
FLLA icon
8360
Franklin FTSE Latin America
FLLA
$78.3M
– –
-1
FLRG icon
8361
Fidelity US Multifactor ETF
FLRG
$274M
– –
-1
FMAG icon
8362
Fidelity Magellan ETF
FMAG
$248M
– –
-1
FORL
8363
DELISTED
Four Leaf Acquisition Corp
FORL
– –
-12
FPAY
8364
DELISTED
FlexShopper
FPAY
– –
-396
FRNW icon
8365
Fidelity Clean Energy ETF
FRNW
$58.1M
– –
-1
FSBD
8366
DELISTED
Fidelity Sustainable Core Plus Bond ETF
FSBD
– –
-1
FSLD
8367
DELISTED
Fidelity Sustainable Low Duration Bond ETF
FSLD
– –
-5
FSST
8368
DELISTED
Fidelity Sustainable US Equity ETF
FSST
– –
-1
FTEL icon
8369
Fitell Corp
FTEL
$2.08M
– –
0
FXED icon
8370
Sound Enhanced Fixed Income ETF
FXED
$41.3M
– –
-1
GBLD icon
8371
Invesco MSCI Green Building ETF
GBLD
$5.6M
– –
-1
GDHG icon
8372
Golden Heaven Group Holdings
GDHG
$38.1M
– –
-4
GDXD icon
8373
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$757M
– –
-280
GENK icon
8374
GEN Restaurant Group
GENK
$8.99M
– –
-2,100
GHLD
8375
DELISTED
Guild Holdings
GHLD
– –
-496
332 333 334
335
336