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
QRFT icon
7501
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.7M
$107 ﹤0.01%
1
-1
SNSE icon
7502
Sensei Biotherapeutics
SNSE
$40.9M
$107 ﹤0.01%
10
INDL icon
7503
Direxion Daily MSCI India Bull 2X ETF
INDL
$59.9M
$106 ﹤0.01%
+1
HIDV icon
7504
AB US High Dividend ETF
HIDV
$155M
$104 ﹤0.01%
1
MAKX icon
7505
ProShares S&P Kensho Smart Factories ETF
MAKX
$1.42M
$101 ﹤0.01%
2
+1
MIDU icon
7506
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$73.4M
$100 ﹤0.01%
1
SPXN icon
7507
ProShares S&P 500 ex-Financials ETF
SPXN
$69.7M
$99 ﹤0.01%
1
BBSB icon
7508
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF
BBSB
$37.7M
$99 ﹤0.01%
1
BUL icon
7509
Pacer US Cash Cows Growth ETF
BUL
$125M
$97 ﹤0.01%
1
SCAP icon
7510
InfraCap Small Cap Income ETF
SCAP
$18.8M
$95 ﹤0.01%
2
-1
LMND.WS
7511
DELISTED
Lemonade Inc Warrants
LMND.WS
$94 ﹤0.01%
3,582
ZECP icon
7512
Zacks Earnings Consistent Portfolio ETF
ZECP
$307M
$94 ﹤0.01%
2
+1
TBT icon
7513
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$273M
$93 ﹤0.01%
2
-377
QDVO
7514
Amplify CWP Growth & Income ETF
QDVO
$615M
$92 ﹤0.01%
3
+2
DUST icon
7515
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$78.1M
$91 ﹤0.01%
12
-500
COHN icon
7516
Cohen & Co
COHN
$40.6M
$90 ﹤0.01%
3
+2
QQQA icon
7517
ProShares Nasdaq-100 Dorsey Wright Momentum ETF
QQQA
$12M
$88 ﹤0.01%
1
RNEM icon
7518
First Trust Emerging Markets Equity Select ETF
RNEM
$17.1M
$88 ﹤0.01%
1
HOMZ icon
7519
Hoya Capital Housing ETF
HOMZ
$34M
$86 ﹤0.01%
1
RXL icon
7520
ProShares Ultra Health Care
RXL
$76.2M
$86 ﹤0.01%
+1
SUPL icon
7521
ProShares Supply Chain Logistics ETF
SUPL
$1.11M
$86 ﹤0.01%
2
+1
ANEW icon
7522
ProShares MSCI Transformational Changes ETF
ANEW
$6.99M
$85 ﹤0.01%
1
-299
ATMC
7523
DELISTED
AlphaTime Acquisition Corp
ATMC
$85 ﹤0.01%
6
-7
BCD icon
7524
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$390M
$83 ﹤0.01%
2
+1
TINY icon
7525
ProShares Nanotechnology ETF
TINY
$7M
$83 ﹤0.01%
1
299 300
301
302 303