Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMDV icon
7501
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.46M
$88 ﹤0.01%
1
-9
EVAV
7502
DELISTED
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
$88 ﹤0.01%
2
-13
EVEX.WS icon
7503
Eve Holding Inc Warrants
EVEX.WS
$112M
$88 ﹤0.01%
188
MBOX icon
7504
Freedom Day Dividend ETF
MBOX
$134M
$88 ﹤0.01%
2
+1
SPXE icon
7505
ProShares S&P 500 ex-Energy ETF
SPXE
$75.4M
$88 ﹤0.01%
1
-33
FCA icon
7506
First Trust China AlphaDEX Fund
FCA
$110M
$86 ﹤0.01%
+2
BITB icon
7507
Bitwise Bitcoin ETF
BITB
$2.47B
$86 ﹤0.01%
1
FSBD
7508
DELISTED
Fidelity Sustainable Core Plus Bond ETF
FSBD
$86 ﹤0.01%
1
JSCP icon
7509
JPMorgan Short Duration Core Plus ETF
JSCP
$1.33B
$86 ﹤0.01%
1
BOUT icon
7510
Innovator IBD Breakout Opportunities ETF
BOUT
$18.6M
$85 ﹤0.01%
2
EEMX icon
7511
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$108M
$84 ﹤0.01%
2
ERNA icon
7512
Eterna Therapeutics
ERNA
$8.73M
$84 ﹤0.01%
77
-477
MAGY
7513
Roundhill Magnificent Seven Covered Call ETF
MAGY
$180M
$84 ﹤0.01%
+1
GUSA icon
7514
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$2.15B
$83 ﹤0.01%
+1
NUDV icon
7515
Nuveen ESG Dividend ETF
NUDV
$42.1M
$83 ﹤0.01%
2
+1
QCLS
7516
Q/C Technologies Inc
QCLS
$29.5M
$83 ﹤0.01%
20
-1,900
NEUP
7517
Neuphoria Therapeutics
NEUP
$23.6M
$83 ﹤0.01%
7
ISHP icon
7518
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.31M
$82 ﹤0.01%
1
VBND icon
7519
Vident US Bond Strategy ETF
VBND
$506M
$82 ﹤0.01%
1
BPI
7520
Grayscale Bitcoin Premium Income ETF
BPI
$2.89M
$82 ﹤0.01%
2
TPLC icon
7521
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$351M
$81 ﹤0.01%
1
UWM icon
7522
ProShares Ultra Russell2000
UWM
$287M
$81 ﹤0.01%
1
-26
ETHE
7523
Grayscale Ethereum Staking ETF Shares
ETHE
$2.07B
$81 ﹤0.01%
2
ABLG
7524
Abacus FCF International Leaders ETF
ABLG
$23.8M
$81 ﹤0.01%
2
MLEC icon
7525
Moolec Science
MLEC
$11.4M
$80 ﹤0.01%
5
299 300
301
302 303