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
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RFIL icon
6176
RF Industries
RFIL
$123M
$58.4K ﹤0.01%
7,093
+3,842
HAUZ icon
6177
Xtrackers International Real Estate ETF
HAUZ
$1.08B
$58.3K ﹤0.01%
2,477
+793
CSTE icon
6178
Caesarstone
CSTE
$51.5M
$58.3K ﹤0.01%
36,663
-59,856
LCAP
6179
Principal Capital Appreciation Select ETF
LCAP
$201M
$58K ﹤0.01%
+2,000
DTIL icon
6180
Precision BioSciences
DTIL
$95.3M
$57.8K ﹤0.01%
10,474
+653
ORIO
6181
Orion Digital Corp
ORIO
$27.6M
$57.6K ﹤0.01%
31,826
+19,637
BIVI icon
6182
BioVie
BIVI
$9.5M
$57.6K ﹤0.01%
30,297
+29,744
MLPB icon
6183
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$233M
$57.5K ﹤0.01%
2,300
NANC icon
6184
Unusual Whales Subversive Democratic Trading ETF
NANC
$260M
$56.4K ﹤0.01%
1,259
VFQY icon
6185
Vanguard US Quality Factor ETF
VFQY
$452M
$56.3K ﹤0.01%
373
+1
AHYB icon
6186
American Century Select High Yield ETF
AHYB
$58.6M
$56.3K ﹤0.01%
1,201
+1,200
CSAI
6187
Cloudastructure
CSAI
$16.8M
$56.3K ﹤0.01%
44,651
-154,459
RMIF icon
6188
LHA Risk-Managed Income ETF
RMIF
$28M
$55.9K ﹤0.01%
2,237
ORGN icon
6189
Origin Materials
ORGN
$26.6M
$55.9K ﹤0.01%
107,764
-7,401
PRTS icon
6190
CarParts.com
PRTS
$46.5M
$55.8K ﹤0.01%
78,429
REKR icon
6191
Rekor Systems
REKR
$121M
$55.7K ﹤0.01%
35,478
-53,440
HUHU
6192
HUHUTECH International Group
HUHU
$186M
$55.2K ﹤0.01%
10,732
-844
APT icon
6193
Alpha Pro Tech
APT
$54.4M
$55.1K ﹤0.01%
11,521
-899
LOUP icon
6194
Innovator Deepwater Frontier Tech ETF
LOUP
$171M
$54.5K ﹤0.01%
738
+468
MGRM
6195
DELISTED
Monogram Orthopaedics
MGRM
$54K ﹤0.01%
9,207
+5,010
HURA
6196
TuHURA Biosciences
HURA
$91.5M
$54K ﹤0.01%
21,755
-12,366
GFR icon
6197
Greenfire Resources
GFR
$717M
$53.8K ﹤0.01%
11,639
+4,600
CPSO
6198
Calamos S&P 500 Structured Alt Protection ETF - October
CPSO
$27.2M
$53.6K ﹤0.01%
2,000
RPAR icon
6199
RPAR Risk Parity ETF
RPAR
$616M
$53.4K ﹤0.01%
2,532
CPSN
6200
Calamos S&P 500 Structured Alt Protection ETF - November
CPSN
$35.2M
$53.2K ﹤0.01%
2,000
246 247
248
249 250