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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 | |
|---|---|---|---|---|---|---|
5876
SEALSQ Corp
LAES
$599M
| $141K | ﹤0.01% |
53,796
-53,925
| -50% | -$211K |
|
5877
Chegg
CHGG
$94.5M
| $141K | ﹤0.01% |
189,799
-39,178
| -17% | -$27.5K |
|
5878
OFS Capital
OFS
$47.7M
| $140K | ﹤0.01% |
39,563
-117,953
| -75% | -$495K |
|
5879
Fidelity Cloud Computing ETF
FCLD
$114M
| $140K | ﹤0.01% |
5,169
+5,044
| +4,035% | +$145K |
|
5880
Bally's
BALY
$657M
| $140K | ﹤0.01% |
14,505
-9,018
| -38% | -$129K |
|
5881
Ohio Valley Banc Corp
OVBC
$204M
| $140K | ﹤0.01% |
3,183
-2,337
| -42% | -$97.7K |
|
5882
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$84.8M
| $140K | ﹤0.01% |
2,868
-122
| -4% | -$6.09K |
|
|
WKEY
5883
WISeKey
WKEY
$77.9M
| $140K | ﹤0.01% |
22,725
-25,700
| -53% | -$192K |
|
5884
Curis
CRIS
$9.84M
| $139K | ﹤0.01% |
12,712
+12,709
| +423,633% | +$237K |
|
5885
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$89.1M
| $139K | ﹤0.01% |
7,221
-1,160
| -14% | -$23.1K |
|
|
TAOX
5886
Tao Synergies Inc
TAOX
$28.1M
| $139K | ﹤0.01% |
24,359
+20,040
| +464% | +$95.5K |
|
5887
Angel Oak UltraShort Income ETF
UYLD
$1.56B
| $139K | ﹤0.01% |
2,715
| – | – |
|
5888
Innovator US Equity Power Buffer ETF April
PAPR
$954M
| $138K | ﹤0.01% |
3,468
+2,204
| +174% | +$86.8K |
|
5889
American Outdoor Brands
AOUT
$178M
| $138K | ﹤0.01% |
14,738
-7,215
| -33% | -$63.9K |
|
5890
United Bancorp
UBCP
$89.8M
| $137K | ﹤0.01% |
9,031
-49
| -0.5% | -$722 |
|
5891
JPMorgan Short Duration Core Plus ETF
JSCP
$1.63B
| $137K | ﹤0.01% |
2,901
| – | – |
|
|
NAKA
5892
Nakamoto Inc
NAKA
$65.6M
| $137K | ﹤0.01% |
15,492
+15,031
| +3,261% | +$190K |
|
5893
FT Vest US Equity Deep Buffer ETF May
DMAY
$373M
| $137K | ﹤0.01% |
3,043
| – | – |
|
|
CNCK
5894
Coincheck Group
CNCK
$527M
| $137K | ﹤0.01% |
92,278
-111,866
| -55% | -$273K |
|
|
EARN
5895
Ellington Residential Mortgage REIT
EARN
$166M
| $136K | ﹤0.01% |
30,650
-491,016
| -94% | -$2.48M |
|
|
DDI
5896
DoubleDown Interactive
DDI
$561M
| $135K | ﹤0.01% |
16,035
+5,663
| +55% | +$49.7K |
|
5897
Eastern Company
EML
$156M
| $135K | ﹤0.01% |
6,673
-5,832
| -47% | -$111K |
|
5898
Innovator US Equity Buffer ETF October
BOCT
$286M
| $135K | ﹤0.01% |
2,809
-78
| -3% | -$3.85K |
|
5899
AudioEye
AEYE
$92.8M
| $134K | ﹤0.01% |
21,027
-12,809
| -38% | -$97.2K |
|
|
RJET
5900
Republic Airways Holdings
RJET
$848M
| $134K | ﹤0.01% |
7,487
-211
| -3% | -$3.94K |
|
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