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
NRXP icon
6326
NRX Pharmaceuticals
NRXP
$56M
$36.6K ﹤0.01%
11,080
+6,684
ZJK
6327
ZJK Industrial Co Ltd
ZJK
$112M
$36.5K ﹤0.01%
11,335
-256
KMLM icon
6328
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$193M
$36.4K ﹤0.01%
1,352
HUMN
6329
Roundhill Humanoid Robotics ETF
HUMN
$54.5M
$36.1K ﹤0.01%
+1,200
CKX icon
6330
CKX Lands
CKX
$22M
$36K ﹤0.01%
3,233
SOYB icon
6331
Teucrium Soybean Fund
SOYB
$40.8M
$35.8K ﹤0.01%
1,670
+128
LITS
6332
Lite Strategy Inc
LITS
$41.5M
$35.4K ﹤0.01%
14,628
+8,800
KOID
6333
KraneShares Global Humanoid and Embodied Intelligence Index ETF
KOID
$131M
$35.3K ﹤0.01%
+1,100
LESL icon
6334
Leslie's
LESL
$10.1M
$35.1K ﹤0.01%
6,382
+111
CTEC icon
6335
Global X CleanTech ETF
CTEC
$28M
$35K ﹤0.01%
696
+234
ARL icon
6336
American Realty Investors
ARL
$284M
$34.9K ﹤0.01%
2,084
-734
MARPS icon
6337
Marine Petroleum Trust
MARPS
$9.02M
$34.8K ﹤0.01%
7,257
+5,707
IMRN
6338
Immuron
IMRN
$6.73M
$34.7K ﹤0.01%
18,253
+17,553
EVGN icon
6339
Evogene
EVGN
$7.37M
$34.7K ﹤0.01%
30,343
+15,157
SAFX
6340
XCF Global Inc
SAFX
$38.7M
$34.6K ﹤0.01%
+26,391
COPJ icon
6341
Sprott Junior Copper Miners ETF
COPJ
$201M
$34.4K ﹤0.01%
+1,082
SORA
6342
AsiaStrategy
SORA
$48.7M
$34.4K ﹤0.01%
7,649
-2,407
PTL icon
6343
Inspire 500 ETF
PTL
$675M
$34.4K ﹤0.01%
+138
BHR.PRB
6344
Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
$62.7M
$33.9K ﹤0.01%
2,084
GRO
6345
Brazil Potash Corp
GRO
$163M
$33.6K ﹤0.01%
12,500
FFTY icon
6346
Innovator IBD 50 ETF
FFTY
$91.7M
$33.5K ﹤0.01%
896
+546
PPSI icon
6347
Pioneer Power Solutions
PPSI
$43.7M
$33.4K ﹤0.01%
7,741
-2,536
FLTW icon
6348
Franklin FTSE Taiwan ETF
FLTW
$894M
$33.4K ﹤0.01%
568
+9
ADUR
6349
Aduro Clean Technologies
ADUR
$381M
$33.4K ﹤0.01%
2,489
+1,961
QMCO icon
6350
Quantum Corp
QMCO
$76.4M
$33.3K ﹤0.01%
3,356
-42,377
252 253
254
255 256