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
IQM icon
7476
Franklin Intelligent Machines ETF
IQM
$83.1M
$129 ﹤0.01%
1
SHOC icon
7477
Strive US Semiconductor ETF
SHOC
$180M
$129 ﹤0.01%
1
-1
PAB icon
7478
PGIM Active Aggregate Bond ETF
PAB
$106M
$126 ﹤0.01%
+2
BIB icon
7479
ProShares Ultra NASDAQ Biotechnology
BIB
$80.8M
$125 ﹤0.01%
1
UDOW icon
7480
ProShares UltraPro Dow 30
UDOW
$812M
$125 ﹤0.01%
2
-2
ADME icon
7481
Aptus Behavioral Momentum ETF
ADME
$240M
$124 ﹤0.01%
2
ICAP icon
7482
InfraCap Equity Income Fund ETF
ICAP
$93.4M
$124 ﹤0.01%
4
NAIL icon
7483
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$561M
$123 ﹤0.01%
2
-52
VIVS
7484
VivoSim Labs
VIVS
$4.43M
$123 ﹤0.01%
68
MYND
7485
Mynd.ai
MYND
$14.9M
$122 ﹤0.01%
280
SRS icon
7486
ProShares UltraShort Real Estate
SRS
$20.4M
$122 ﹤0.01%
2
BRZU icon
7487
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$156M
$120 ﹤0.01%
1
EZJ icon
7488
ProShares Ultra MSCI Japan
EZJ
$13.4M
$120 ﹤0.01%
2
+1
MBRX icon
7489
Moleculin Biotech
MBRX
$13.6M
$119 ﹤0.01%
36
-1
SPXE icon
7490
ProShares S&P 500 ex-Energy ETF
SPXE
$75.1M
$119 ﹤0.01%
1
SPXV icon
7491
ProShares S&P 500 ex-Health Care ETF
SPXV
$35.8M
$118 ﹤0.01%
1
UJB icon
7492
ProShares Ultra High Yield
UJB
$3.9M
$115 ﹤0.01%
1
FSCS
7493
First Trust SMID Capital Strength ETF
FSCS
$57.3M
$113 ﹤0.01%
3
+1
EMDV icon
7494
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.31M
$111 ﹤0.01%
2
+1
VERS icon
7495
ProShares Metaverse ETF
VERS
$5.11M
$111 ﹤0.01%
+1
EVGOW icon
7496
EVgo Inc Warrants
EVGOW
$525K
$109 ﹤0.01%
1,450
AIIO
7497
Robo.ai Inc
AIIO
$15.3M
$109 ﹤0.01%
357
-18
OGEN icon
7498
Oragenics
OGEN
$2.69M
$108 ﹤0.01%
138
URE icon
7499
ProShares Ultra Real Estate
URE
$56.1M
$108 ﹤0.01%
1
ZKIN icon
7500
ZK International Group
ZKIN
$72.8M
$108 ﹤0.01%
72