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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
+3.31%
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
$1.67T
AUM Growth
+$23.3B
(+1.4%)
Cap. Flow
-$2.43B
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
22.15%
Holding
8,613
New
428
Increased
3,948
Reduced
2,963
Closed
382
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.69B |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.32B |
| 3 |
Vanguard Total Bond Market
BND
|
+$1.21B |
| 4 |
SPDR Gold Trust
GLD
|
+$970M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$842M |
Top Sells
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.66B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$5.23B |
| 3 |
Accenture
ACN
|
+$1.14B |
| 4 |
Advanced Micro Devices
AMD
|
+$1.13B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$635M |
Sector Composition
| 1 | Technology | 22.44% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 8.06% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPAI
6351
Safe Pro Group Inc
SPAI
$79M
| $36.7K | ﹤0.01% |
8,817
+8,312
| +1,646% | +$45.7K |
|
6352
Ampco-Pittsburgh
AP
$159M
| $36.6K | ﹤0.01% |
6,871
+628
| +10% | +$1.74K |
|
6353
Atossa Therapeutics
ATOS
$22.6M
| $36.3K | ﹤0.01% |
4,100
-3,390
| -45% | -$42.9K |
|
|
IMOS
6354
ChipMOS TECHNOLOGIES
IMOS
$2.4B
| $36.1K | ﹤0.01% |
1,219
-470
| -28% | -$11.7K |
|
|
KRKR
6355
36Kr Holdings
KRKR
$5.49M
| $35.9K | ﹤0.01% |
7,539
+617
| +9% | +$3.26K |
|
6356
CapForce IBD 50 ETF
FFTY
$84.8M
| $35.8K | ﹤0.01% |
1,029
+133
| +15% | +$4.9K |
|
|
KZR
6357
DELISTED
Kezar Life Sciences
KZR
| $35.8K | ﹤0.01% |
5,685
-2,135
| -27% | -$12.5K |
|
6358
Freightos
CRGO
$64.6M
| $35.7K | ﹤0.01% |
15,652
+6,851
| +78% | +$22.2K |
|
6359
Quince Therapeutics
QNCX
$17.5M
| $35.6K | ﹤0.01% |
53
+35
| +194% | +$17.6K |
|
6360
AdvisorShares Pure Cannabis ETF
YOLO
$31.6M
| $35.5K | ﹤0.01% |
10,768
-2,375
| -18% | -$7.67K |
|
|
OZEM
6361
Roundhill GLP-1 & Weight Loss ETF
OZEM
$63.3M
| $35.5K | ﹤0.01% |
1,039
| – | – |
|
|
CRT
6362
Cross Timbers Royalty Trust
CRT
$55.7M
| $35.3K | ﹤0.01% |
4,437
-26,317
| -86% | -$210K |
|
6363
Franklin FTSE Taiwan ETF
FLTW
$2.91B
| $35.2K | ﹤0.01% |
579
+11
| +2% | +$664 |
|
6364
Ultralife
ULBI
$97.1M
| $35.2K | ﹤0.01% |
6,147
-399
| -6% | -$2.46K |
|
|
ACFN
6365
Acorn Energy
ACFN
$43.3M
| $34.9K | ﹤0.01% |
2,312
+2,000
| +641% | +$38.5K |
|
|
CIRC
6366
Circle8 Group
CIRC
$67.2M
| $34.8K | ﹤0.01% |
26,130
+19,101
| +272% | +$44.3K |
|
6367
Knightscope
KSCP
$29.5M
| $34.7K | ﹤0.01% |
9,342
+9,031
| +2,904% | +$45.9K |
|
6368
Annovis Bio
ANVS
$76.1M
| $34.3K | ﹤0.01% |
9,901
+2,512
| +34% | +$7.55K |
|
6369
Inspire 500 ETF
PTL
$883M
| $34.3K | ﹤0.01% |
138
| – | – |
|
|
TOPT
6370
iShares Top 20 U.S. Stocks ETF
TOPT
$667M
| $34.2K | ﹤0.01% |
1,096
+746
| +213% | +$23.1K |
|
6371
iPath Series B Carbon Exchange-Traded Notes
GRN
$23.1M
| $34.2K | ﹤0.01% |
1,000
| – | – |
|
|
SPRB
6372
Spruce Biosciences
SPRB
$142M
| $33.8K | ﹤0.01% |
388
+290
| +296% | +$31.1K |
|
6373
ProShares Ultra Bloomberg Crude Oil
UCO
$379M
| $33.8K | ﹤0.01% |
1,748
-219,534
| -99% | -$4.5M |
|
6374
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
| $33.7K | ﹤0.01% |
728
+700
| +2,500% | +$32.7K |
|
|
LZMH
6375
LZ Technology Holdings
LZMH
$10.7M
| $33.5K | ﹤0.01% |
1,010
-141
| -12% | -$7.61K |
|
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