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
UMMA icon
6226
Wahed Dow Jones Islamic World ETF
UMMA
$225M
$49K ﹤0.01%
1,776
+1,774
DXR icon
6227
Daxor
DXR
$69.6M
$48.7K ﹤0.01%
3,537
-18
BUFQ icon
6228
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.19B
$48.6K ﹤0.01%
1,396
-267
KRKR
6229
36Kr Holdings
KRKR
$7.25M
$48.6K ﹤0.01%
6,922
+6,303
GDXD icon
6230
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$728M
$48.6K ﹤0.01%
+280
DURA icon
6231
VanEck Durable High Dividend ETF
DURA
$45.8M
$48.5K ﹤0.01%
1,430
PAPR icon
6232
Innovator US Equity Power Buffer ETF April
PAPR
$772M
$48.5K ﹤0.01%
1,264
-4,574
KLTO
6233
Klotho Neurosciences
KLTO
$35.1M
$48.5K ﹤0.01%
100,002
-1,998
GSIB icon
6234
Themes Global Systemically Important Banks ETF
GSIB
$34.5M
$48.2K ﹤0.01%
+1,000
TJUL icon
6235
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$152M
$48.1K ﹤0.01%
1,642
+94
BODI icon
6236
The Beachbody Company
BODI
$54.3M
$48K ﹤0.01%
8,111
-4,045
FNGR icon
6237
FingerMotion
FNGR
$72.3M
$47.9K ﹤0.01%
30,337
+1,357
FFLC icon
6238
Fidelity Fundamental Large Cap Core ETF
FFLC
$989M
$47.9K ﹤0.01%
920
+800
RAVE icon
6239
RAVE Restaurant Group
RAVE
$42.2M
$47.8K ﹤0.01%
14,397
DSEP icon
6240
FT Vest US Equity Deep Buffer ETF September
DSEP
$340M
$47.7K ﹤0.01%
1,080
-81
AVSF icon
6241
Avantis Short-Term Fixed Income ETF
AVSF
$747M
$47.5K ﹤0.01%
1,007
-2
NAK
6242
Northern Dynasty Minerals
NAK
$801M
$47.5K ﹤0.01%
39,585
-101,089
GORO icon
6243
Gold Resource Corp
GORO
$246M
$47.4K ﹤0.01%
56,667
-3,013
OKUR
6244
OnKure Therapeutics
OKUR
$35.8M
$47.3K ﹤0.01%
17,214
+513
ORR
6245
Militia Long/Short Equity ETF
ORR
$451M
$47.2K ﹤0.01%
1,500
IRD
6246
Opus Genetics
IRD
$241M
$47.2K ﹤0.01%
28,606
GK icon
6247
AdvisorShares Gerber Kawasaki ETF
GK
$27.2M
$47.2K ﹤0.01%
1,801
+1
MOG.B icon
6248
Moog Inc Class B
MOG.B
$47.1K ﹤0.01%
228
+1
TMFM icon
6249
Motley Fool Mid-Cap Growth ETF
TMFM
$133M
$47K ﹤0.01%
1,895
+1
OAKM
6250
Oakmark U.S. Large Cap ETF
OAKM
$1.08B
$46.5K ﹤0.01%
1,736
248 249
250
251 252