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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
AEVAW
8351
DELISTED
Aeva Technologies Warrants
AEVAW
– –
-2
MTSR
8352
DELISTED
Metsera Inc
MTSR
– –
-92,938
EPWK
8353
DELISTED
EPWK Holdings
EPWK
– –
-176
CYCU
8354
Cycurion Inc
CYCU
$5.57M
– –
-1
WGRX
8355
Wellgistics Health
WGRX
$7.44M
– –
0
BMGL
8356
Basel Medical
BMGL
$10.6M
– –
-6,191
WETO
8357
Wetour Robotics
WETO
$57.4M
– –
-851
IONX
8358
Defiance Daily Target 2X Long IONQ ETF
IONX
$159M
– –
-3
RGTX
8359
Defiance Daily Target 2X Long RGTI ETF
RGTX
$68.2M
– –
-2
XYZY
8360
YieldMax XYZ Option Income Strategy ETF
XYZY
$44.2M
– –
-185
IMST
8361
Bitwise MSTR Option Income Strategy ETF
IMST
$8.19M
– –
-900
QBTX
8362
Tradr 2X Long QBTS Daily ETF
QBTX
$90.8M
– –
-6
MPTI.WS
8363
DELISTED
M-tron Industries Warrants
MPTI.WS
– –
-6,796
MST
8364
Defiance Leveraged Long Income MSTR ETF
MST
$13.4M
– –
-2,679
QUSA
8365
VistaShares Target 15 USA Quality Income ETF
QUSA
$19.3M
– –
-1
DBGI
8366
Digital Brands Group
DBGI
$17.4M
– –
-13,022
IQST
8367
IQSTEL Inc
IQST
$6.87M
– –
-485
OPT
8368
DELISTED
Opthea Limited American Depositary Shares
OPT
– –
-765
TACO
8369
Berto Acquisition Corp
TACO
$395M
– –
-227
TGE
8370
The Generation Essentials Group
TGE
$48.2M
– –
-2,000
GTEN
8371
Gores Holdings X
GTEN
$472M
– –
-200
OKLL
8372
Defiance Daily Target 2x Long OKLO ETF
OKLL
$184M
– –
-5
CAEP
8373
DELISTED
Cantor Equity Partners III
CAEP
– –
-1,476
HUMN
8374
Roundhill Humanoid Robotics ETF
HUMN
$82.1M
– –
-1,200
CWVX
8375
Tradr 2X Long CRWV Daily ETF
CWVX
$108M
– –
-1,000
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335
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