Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIEM icon
5851
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$50.9M
$162K ﹤0.01%
4,815
STIM icon
5852
Neuronetics
STIM
$98.8M
$161K ﹤0.01%
116,431
-359,279
GENZ
5853
VanEck ETF Trust VanEck Digital Native Economy ETF
GENZ
$18.9M
$160K ﹤0.01%
3,920
-3,632
CHCI icon
5854
Comstock Holding Companies
CHCI
$192M
$160K ﹤0.01%
13,775
+248
PEB.PRE icon
5855
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$89.2M
$160K ﹤0.01%
8,381
-137
UTES icon
5856
Virtus Reaves Utilities ETF
UTES
$1.49B
$159K ﹤0.01%
2,011
+635
GFR icon
5857
Greenfire Resources
GFR
$714M
$158K ﹤0.01%
33,139
+21,500
IQDY icon
5858
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$103M
$158K ﹤0.01%
4,302
-59
GAMR icon
5859
Amplify Video Game Tech ETF
GAMR
$39.8M
$158K ﹤0.01%
1,739
+1,660
LCTD icon
5860
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$245M
$157K ﹤0.01%
2,875
-1,545
MAMK
5861
MaxsMaking Inc
MAMK
$216M
$157K ﹤0.01%
+12,051
XAIX
5862
Xtrackers Artificial Intelligence and Big Data ETF
XAIX
$120M
$156K ﹤0.01%
3,638
+100
BEDY
5863
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$140M
$156K ﹤0.01%
+5,853
JIG icon
5864
JPMorgan International Growth ETF
JIG
$432M
$155K ﹤0.01%
2,119
-2,522
IVES
5865
Dan IVES Wedbush AI Revolution ETF
IVES
$1B
$155K ﹤0.01%
+4,915
IBMT
5866
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$86.6M
$154K ﹤0.01%
+5,949
ROBN
5867
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$151M
$154K ﹤0.01%
2,850
+2,845
FLOW icon
5868
Global X US Cash Flow Kings 100 ETF
FLOW
$26.9M
$154K ﹤0.01%
4,280
+4,279
ABFL
5869
Abacus FCF Leaders ETF
ABFL
$483M
$154K ﹤0.01%
2,159
+578
DWUS icon
5870
AdvisorShares Dorsey Wright FSM US Core ETF
DWUS
$120M
$154K ﹤0.01%
2,840
+874
NEWP
5871
New Pacific Metals
NEWP
$1.01B
$154K ﹤0.01%
43,853
+28,233
EPHE icon
5872
iShares MSCI Philippines ETF
EPHE
$136M
$154K ﹤0.01%
6,159
-4,209
QUIK icon
5873
QuickLogic
QUIK
$212M
$153K ﹤0.01%
25,526
+868
PDEX icon
5874
Pro-Dex
PDEX
$171M
$153K ﹤0.01%
3,972
+1,507
SPXL icon
5875
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.78B
$153K ﹤0.01%
692
-9
233 234
235
236 237