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Morgan Stanley Portfolio holdings
AUM
$1.66T
1-Year Est. Return
25.57%
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
-0.96%
1 Year Est. Return
+25.57%
3 Year Est. Return
+85.95%
5 Year Est. Return
+96.01%
10 Year Est. Return
+409.32%
AUM
$1.66T
AUM Growth
-$15.2B
(-0.91%)
Cap. Flow
+$42.7B
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
21.17%
Holding
8,602
New
434
Increased
3,446
Reduced
3,451
Closed
308
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.6B |
| 2 |
Apple
AAPL
|
+$3.64B |
| 3 |
NVIDIA
NVDA
|
+$3.53B |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$1.34B |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.09B |
| 3 |
Automatic Data Processing
ADP
|
+$907M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
| 5 |
Abbott
ABT
|
+$748M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4626
Lakeland Industries
LAKE
$113M
| $2.2M | ﹤0.01% |
268,900
+132,790
| +98% | +$1.2M |
|
|
VFL
4627
DELISTED
abrdn National Municipal Income Fund
VFL
| $2.2M | ﹤0.01% |
221,031
-406
| -0.2% | -$4.15K |
|
4628
Invesco S&P SmallCap Industrials ETF
PSCI
$187M
| $2.2M | ﹤0.01% |
14,231
+4,897
| +52% | +$799K |
|
4629
Franklin Short Duration US Government ETF
FTSD
$298M
| $2.2M | ﹤0.01% |
24,188
-4,313
| -15% | -$392K |
|
4630
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$17.7B
| $2.19M | ﹤0.01% |
5,502
+1,039
| +23% | +$417K |
|
4631
Immersion
IMMR
$218M
| $2.19M | ﹤0.01% |
401,403
+123,825
| +45% | +$780K |
|
|
ONIT
4632
Onity Group
ONIT
$350M
| $2.19M | ﹤0.01% |
55,796
+13,292
| +31% | +$578K |
|
4633
Domo
DOMO
$150M
| $2.19M | ﹤0.01% |
715,100
+595,378
| +497% | +$3.02M |
|
4634
ALPS Medical Breakthroughs ETF
SBIO
$200M
| $2.18M | ﹤0.01% |
41,718
-11,383
| -21% | -$579K |
|
4635
HighPeak Energy
HPK
$917M
| $2.18M | ﹤0.01% |
316,435
-96,820
| -23% | -$508K |
|
4636
Primis Financial Corp
FRST
$407M
| $2.18M | ﹤0.01% |
164,316
-4,256
| -3% | -$57.2K |
|
|
WLTH
4637
Wealthfront Corp
WLTH
$1.41B
| $2.16M | ﹤0.01% |
233,759
+226,475
| +3,109% | +$2.07M |
|
4638
ThredUp
TDUP
$870M
| $2.16M | ﹤0.01% |
658,973
-74,835
| -10% | -$347K |
|
4639
Silicom
SILC
$230M
| $2.16M | ﹤0.01% |
102,377
+3,147
| +3% | +$58.2K |
|
4640
FlexShares STOXX US ESG Select Index Fund
ESG
$132M
| $2.16M | ﹤0.01% |
14,222
-4,950
| -26% | -$783K |
|
4641
Angi Inc
ANGI
$258M
| $2.15M | ﹤0.01% |
313,739
-567,994
| -64% | -$5.69M |
|
4642
PhenixFIN
PFX
$80.3M
| $2.15M | ﹤0.01% |
54,958
-448
| -0.8% | -$19.2K |
|
|
SFIX
4643
Stitch Fix
SFIX
$526M
| $2.14M | ﹤0.01% |
647,204
-1,779,453
| -73% | -$7.26M |
|
4644
ProShares Short Financials
SEF
$13.2M
| $2.14M | ﹤0.01% |
62,890
+41,914
| +200% | +$1.36M |
|
4645
Quanterix
QTRX
$187M
| $2.14M | ﹤0.01% |
607,856
-215,142
| -26% | -$1.26M |
|
4646
Contango Silver & Gold Inc
CTGO
$513M
| $2.13M | ﹤0.01% |
113,552
+80,551
| +244% | +$2.12M |
|
4647
Dimensional US Core Equity Market ETF
DFAU
$12.4B
| $2.13M | ﹤0.01% |
47,167
-12,129
| -20% | -$570K |
|
4648
Nuveen New York Municipal Value Fund
NNY
$164M
| $2.12M | ﹤0.01% |
253,448
-19,405
| -7% | -$166K |
|
4649
Global X SuperDividend REIT ETF
SRET
$240M
| $2.11M | ﹤0.01% |
99,702
+16,206
| +19% | +$361K |
|
4650
NerdWallet
NRDS
$624M
| $2.11M | ﹤0.01% |
203,344
+14,147
| +7% | +$159K |
|
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