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
UTSL icon
7526
Direxion Daily Utilities Bull 3X ETF
UTSL
$44.4M
$82 ﹤0.01%
2
+1
ROLR
7527
High Roller Technologies
ROLR
$43.6M
$82 ﹤0.01%
40
FEDM icon
7528
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$78.2M
$81 ﹤0.01%
1
INAB icon
7529
IN8bio
INAB
$14.1M
$80 ﹤0.01%
+34
QCLS
7530
Q/C Technologies Inc
QCLS
$28M
$80 ﹤0.01%
20
VEEAW
7531
Veea Inc Warrant
VEEAW
$920K
$80 ﹤0.01%
1,000
ERX icon
7532
Direxion Daily Energy Bull 2X ETF
ERX
$277M
$79 ﹤0.01%
1
-19
FCA icon
7533
First Trust China AlphaDEX Fund
FCA
$116M
$79 ﹤0.01%
2
SIXS icon
7534
ETC 6 Meridian Small Cap Equity ETF
SIXS
$123M
$79 ﹤0.01%
1
SOXY
7535
YieldMax Target 12 Semiconductor Option Income ETF
SOXY
$33.6M
$79 ﹤0.01%
+1
BBSC icon
7536
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$690M
$78 ﹤0.01%
+1
DIVD icon
7537
Altrius Global Dividend ETF
DIVD
$16.8M
$78 ﹤0.01%
2
DVND icon
7538
Touchstone Dividend Select ETF
DVND
$39.9M
$76 ﹤0.01%
2
+1
AUUD
7539
Auddia
AUUD
$1.9M
$75 ﹤0.01%
77
SIXH icon
7540
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$551M
$75 ﹤0.01%
1
VNSE icon
7541
Natixis Vaughan Nelson Select ETF
VNSE
$13M
$75 ﹤0.01%
+1
PINK icon
7542
Simplify Health Care ETF
PINK
$233M
$74 ﹤0.01%
+2
URTY icon
7543
ProShares UltraPro Russell2000
URTY
$321M
$74 ﹤0.01%
1
PAMC icon
7544
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$60.9M
$72 ﹤0.01%
1
TOPW
7545
Roundhill Top WeeklyPay ETF
TOPW
$171M
$72 ﹤0.01%
+1
EUDV icon
7546
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.23M
$71 ﹤0.01%
1
ION icon
7547
ProShares S&P Global Core Battery Metals ETF
ION
$15.1M
$71 ﹤0.01%
1
SIFI icon
7548
Harbor Ares Systematic Multi-Sector Income ETF
SIFI
$32.6M
$71 ﹤0.01%
+1
USCA icon
7549
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$2.72B
$71 ﹤0.01%
1
EFO icon
7550
ProShares Ultra MSCI EAFE
EFO
$29.8M
$70 ﹤0.01%
1