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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
+$42.6B
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
21.17%
Holding
8,649
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 | |
|---|---|---|---|---|---|---|
|
CMCM
5776
Cheetah Mobile
CMCM
$94.7M
| $184K | ﹤0.01% |
33,480
-22,174
| -40% | -$144K |
|
5777
GrafTech
EAF
$167M
| $184K | ﹤0.01% |
27,199
-118,651
| -81% | -$1.25M |
|
5778
Mega Matrix
MPU
$17M
| $183K | ﹤0.01% |
240,449
| – | – |
|
5779
Comstock Holding Companies
CHCI
$165M
| $181K | ﹤0.01% |
9,581
-4,194
| -30% | -$52K |
|
|
FETH
5780
Fidelity Ethereum Fund
FETH
$1.01B
| $180K | ﹤0.01% |
8,636
+65
| +0.8% | +$1.55K |
|
5781
Innovator Defined Wealth Shield ETF
BALT
$2.67B
| $180K | ﹤0.01% |
5,387
-2,959
| -35% | -$99.5K |
|
5782
Global X Emerging Markets ex-China ETF
EMM
$57.2M
| $180K | ﹤0.01% |
5,087
+1,784
| +54% | +$65.6K |
|
|
IRD
5783
Opus Genetics
IRD
$305M
| $180K | ﹤0.01% |
39,522
+10,857
| +38% | +$37.6K |
|
5784
Owlet
OWLT
$189M
| $179K | ﹤0.01% |
34,890
+8,141
| +30% | +$86.2K |
|
|
LOAN
5785
Manhattan Bridge Capital
LOAN
$49.8M
| $179K | ﹤0.01% |
40,255
+26,125
| +185% | +$116K |
|
|
INV
5786
Innventure Inc
INV
$388M
| $179K | ﹤0.01% |
45,792
+1,410
| +3% | +$4.98K |
|
5787
Funko
FNKO
$311M
| $179K | ﹤0.01% |
56,734
-41,020
| -42% | -$164K |
|
|
RSF
5788
RiverNorth Capital and Income Fund
RSF
$58.9M
| $178K | ﹤0.01% |
12,262
-1
| -0% | -$14 |
|
5789
Magyar Bancorp
MGYR
$112M
| $177K | ﹤0.01% |
10,217
| – | – |
|
5790
Teucrium Corn Fund
CORN
$183M
| $176K | ﹤0.01% |
9,541
+9,441
| +9,441% | +$168K |
|
5791
TScan Therapeutics
TCRX
$60.9M
| $175K | ﹤0.01% |
173,643
-52,186
| -23% | -$55.8K |
|
5792
SIFCO Industries
SIF
$143M
| $175K | ﹤0.01% |
13,150
+4,000
| +44% | +$40.6K |
|
5793
iShares Global Equity Factor ETF
GLOF
$213M
| $175K | ﹤0.01% |
3,350
-7,361
| -69% | -$396K |
|
5794
Nuvectis Pharma
NVCT
$581M
| $174K | ﹤0.01% |
22,568
-5,443
| -19% | -$46.6K |
|
5795
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$213M
| $174K | ﹤0.01% |
3,213
+3,212
| +321,200% | +$143K |
|
5796
Toews Agility Shares Managed Risk ETF
MRSK
$314M
| $173K | ﹤0.01% |
4,906
+4,905
| +490,500% | +$180K |
|
5797
New England Realty Associates
NEN
| $173K | ﹤0.01% |
2,874
| – | – |
|
5798
Alpha Tau Medical
DRTS
$1.12B
| $173K | ﹤0.01% |
24,471
+5,358
| +28% | +$37.8K |
|
5799
Direxion Daily Small Cap Bear 3x ETF
TZA
$206M
| $173K | ﹤0.01% |
24,603
+14,601
| +146% | +$94.9K |
|
5800
Hennessy Sustainable ETF
STNC
$94M
| $173K | ﹤0.01% |
5,083
| – | – |
|
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