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
UST icon
7526
ProShares Ultra 7-10 Year Treasury
UST
$20.9M
$80 ﹤0.01%
1
-65
ORCX
7527
Defiance Daily Target 2X Long ORCL ETF
ORCX
$187M
$80 ﹤0.01%
+2
MRGR icon
7528
ProShares Merger ETF
MRGR
$15.6M
$79 ﹤0.01%
1
UTSL icon
7529
Direxion Daily Utilities Bull 3X Shares
UTSL
$58.6M
$79 ﹤0.01%
1
-42
PY icon
7530
Principal Exchange-Traded Funds Principal Value ETF
PY
$194M
$78 ﹤0.01%
1
MVV icon
7531
ProShares Ultra MidCap400
MVV
$152M
$77 ﹤0.01%
1
-52
SMN icon
7532
ProShares UltraShort Materials
SMN
$568K
$77 ﹤0.01%
5
-29
FSCS
7533
First Trust SMID Capital Strength ETF
FSCS
$61.5M
$76 ﹤0.01%
2
+1
EAOA icon
7534
iShares ESG Aware Aggressive Allocation ETF
EAOA
$35.3M
$76 ﹤0.01%
1
-1
TAOP icon
7535
Taoping
TAOP
$13M
$75 ﹤0.01%
26
TYLG icon
7536
Global X Information Technology Covered Call & Growth ETF
TYLG
$11.3M
$75 ﹤0.01%
2
UXI icon
7537
ProShares Ultra Industrials
UXI
$33.9M
$75 ﹤0.01%
1
-4
MAXI icon
7538
Simplify Bitcoin Strategy PLUS Income ETF
MAXI
$29.7M
$74 ﹤0.01%
2
+1
XTWY icon
7539
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
$203M
$74 ﹤0.01%
1
GARP
7540
iShares MSCI USA Quality GARP ETF
GARP
$1.28B
$74 ﹤0.01%
1
IBLC icon
7541
iShares Blockchain and Tech ETF
IBLC
$74M
$73 ﹤0.01%
+1
CTEX icon
7542
ProShares S&P Kensho Cleantech ETF
CTEX
$6.96M
$72 ﹤0.01%
2
-1,025
OILK icon
7543
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$86.2M
$72 ﹤0.01%
1
PAMC icon
7544
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$60.7M
$72 ﹤0.01%
1
SUPL icon
7545
ProShares Supply Chain Logistics ETF
SUPL
$1.12M
$72 ﹤0.01%
1
-2
FACT
7546
FACT II Acquisition Corp
FACT
$255M
$72 ﹤0.01%
7
-52
PLMK
7547
Plum Acquisition Corp IV
PLMK
$255M
$72 ﹤0.01%
7
-52
ION icon
7548
ProShares S&P Global Core Battery Metals ETF
ION
$15.6M
$71 ﹤0.01%
1
-5
SIXL icon
7549
ETC 6 Meridian Low Beta Equity ETF
SIXL
$197M
$71 ﹤0.01%
+1
SNPG icon
7550
Xtrackers S&P 500 Growth ESG ETF
SNPG
$12.4M
$71 ﹤0.01%
1
300 301
302
303 304