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
MLEC icon
7526
Moolec Science
MLEC
$4.74M
$80 ﹤0.01%
82
UST icon
7527
ProShares Ultra 7-10 Year Treasury
UST
$26.7M
$80 ﹤0.01%
1
-65
ORCX
7528
Defiance Daily Target 2X Long ORCL ETF
ORCX
$189M
$80 ﹤0.01%
+2
MRGR icon
7529
ProShares Merger ETF
MRGR
$12.6M
$79 ﹤0.01%
1
UTSL icon
7530
Direxion Daily Utilities Bull 3X Shares
UTSL
$40.5M
$79 ﹤0.01%
1
-42
PY icon
7531
Principal Exchange-Traded Funds Principal Value ETF
PY
$124M
$78 ﹤0.01%
1
MVV icon
7532
ProShares Ultra MidCap400
MVV
$138M
$77 ﹤0.01%
1
-52
SMN icon
7533
ProShares UltraShort Materials
SMN
$811K
$77 ﹤0.01%
5
-29
EAOA icon
7534
iShares ESG Aware Aggressive Allocation ETF
EAOA
$34.2M
$76 ﹤0.01%
1
-1
FSCS
7535
First Trust SMID Capital Strength ETF
FSCS
$56.1M
$76 ﹤0.01%
2
+1
TAOP icon
7536
Taoping
TAOP
$18.4M
$75 ﹤0.01%
26
TYLG icon
7537
Global X Information Technology Covered Call & Growth ETF
TYLG
$11.2M
$75 ﹤0.01%
2
UXI icon
7538
ProShares Ultra Industrials
UXI
$26.4M
$75 ﹤0.01%
1
-4
MAXI icon
7539
Simplify Bitcoin Strategy PLUS Income ETF
MAXI
$45.6M
$74 ﹤0.01%
2
+1
XTWY icon
7540
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
$84.2M
$74 ﹤0.01%
1
GARP
7541
iShares MSCI USA Quality GARP ETF
GARP
$1.07B
$74 ﹤0.01%
1
IBLC icon
7542
iShares Blockchain and Tech ETF
IBLC
$89.2M
$73 ﹤0.01%
+1
CTEX icon
7543
ProShares S&P Kensho Cleantech ETF
CTEX
$5.54M
$72 ﹤0.01%
2
-1,025
OILK icon
7544
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$52.6M
$72 ﹤0.01%
1
PAMC icon
7545
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$59.3M
$72 ﹤0.01%
1
SUPL icon
7546
ProShares Supply Chain Logistics ETF
SUPL
$1.02M
$72 ﹤0.01%
1
-2
FACT
7547
FACT II Acquisition Corp
FACT
$252M
$72 ﹤0.01%
7
-52
PLMK
7548
Plum Acquisition Corp IV
PLMK
$253M
$72 ﹤0.01%
7
-52
ION icon
7549
ProShares S&P Global Core Battery Metals ETF
ION
$5.96M
$71 ﹤0.01%
1
-5
SIXL icon
7550
ETC 6 Meridian Low Beta Equity ETF
SIXL
$190M
$71 ﹤0.01%
+1
300 301
302
303 304