Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSW
7501
Ming Shing Group
MSW
$19.7M
$89 ﹤0.01%
+32
EMDV icon
7502
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.25M
$88 ﹤0.01%
1
-9
EVAV
7503
DELISTED
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
$88 ﹤0.01%
2
-13
EVEX.WS icon
7504
Eve Holding Inc Warrants
EVEX.WS
$179M
$88 ﹤0.01%
188
MBOX icon
7505
Freedom Day Dividend ETF
MBOX
$124M
$88 ﹤0.01%
2
+1
SPXE icon
7506
ProShares S&P 500 ex-Energy ETF
SPXE
$75.2M
$88 ﹤0.01%
1
-33
BITB icon
7507
Bitwise Bitcoin ETF
BITB
$3.46B
$86 ﹤0.01%
1
FCA icon
7508
First Trust China AlphaDEX Fund
FCA
$58.9M
$86 ﹤0.01%
+2
FSBD
7509
DELISTED
Fidelity Sustainable Core Plus Bond ETF
FSBD
$86 ﹤0.01%
1
JSCP icon
7510
JPMorgan Short Duration Core Plus ETF
JSCP
$1.11B
$86 ﹤0.01%
1
BOUT icon
7511
Innovator IBD Breakout Opportunities ETF
BOUT
$10.9M
$85 ﹤0.01%
2
EEMX icon
7512
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$87.3M
$84 ﹤0.01%
2
ERNA icon
7513
Eterna Therapeutics
ERNA
$10.7M
$84 ﹤0.01%
77
-477
MAGY
7514
Roundhill Magnificent Seven Covered Call ETF
MAGY
$207M
$84 ﹤0.01%
+1
GUSA icon
7515
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$2.13B
$83 ﹤0.01%
+1
NUDV icon
7516
Nuveen ESG Dividend ETF
NUDV
$36.2M
$83 ﹤0.01%
2
+1
QCLS
7517
Q/C Technologies Inc
QCLS
$19.9M
$83 ﹤0.01%
20
-1,900
NEUP
7518
Neuphoria Therapeutics
NEUP
$21.9M
$83 ﹤0.01%
7
ISHP icon
7519
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.9M
$82 ﹤0.01%
1
VBND icon
7520
Vident US Bond Strategy ETF
VBND
$484M
$82 ﹤0.01%
1
BPI
7521
Grayscale Bitcoin Premium Income ETF
BPI
$4.72M
$82 ﹤0.01%
2
TPLC icon
7522
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$321M
$81 ﹤0.01%
1
UWM icon
7523
ProShares Ultra Russell2000
UWM
$268M
$81 ﹤0.01%
1
-26
ETHE
7524
Grayscale Ethereum Trust ETF
ETHE
$3.46B
$81 ﹤0.01%
2
ABLG
7525
Abacus FCF International Leaders ETF
ABLG
$31M
$81 ﹤0.01%
2
299 300
301
302 303