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
HSMV icon
7551
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
$30M
$70 ﹤0.01%
+1
SINT icon
7552
SiNtx Technologies
SINT
$11.1M
$70 ﹤0.01%
18
-11
SUPP icon
7553
TCW Transform Supply Chain ETF
SUPP
$11.6M
$70 ﹤0.01%
1
USPX icon
7554
Franklin US Equity Index ETF
USPX
$1.71B
$70 ﹤0.01%
1
AMBO
7555
Ambow Education Holding
AMBO
$6.86M
$69 ﹤0.01%
25
FLEU icon
7556
Franklin FTSE Eurozone ETF
FLEU
$68.8M
$69 ﹤0.01%
2
+1
MBOX icon
7557
Freedom Day Dividend ETF
MBOX
$131M
$69 ﹤0.01%
1
-1
MRGR icon
7558
ProShares Merger ETF
MRGR
$15.8M
$69 ﹤0.01%
1
TYD icon
7559
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$38.1M
$69 ﹤0.01%
2
+1
AAVM
7560
EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
$21.9M
$69 ﹤0.01%
2
+1
BRLN icon
7561
BlackRock Floating Rate Loan ETF
BRLN
$53.3M
$68 ﹤0.01%
+1
LFEQ icon
7562
VanEck Long/Flat Trend ETF
LFEQ
$27M
$68 ﹤0.01%
+1
SIXL icon
7563
ETC 6 Meridian Low Beta Equity ETF
SIXL
$194M
$68 ﹤0.01%
1
SOS
7564
SOS Limited
SOS
$9.27M
$68 ﹤0.01%
49
-163
WANT icon
7565
Direxion Daily Consumer Discretionary Bull 3X ETF
WANT
$18M
$68 ﹤0.01%
1
-1,762
CELZ icon
7566
Creative Medical Technology
CELZ
$7.54M
$67 ﹤0.01%
34
CIL
7567
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$67 ﹤0.01%
1
-41
HIBL icon
7568
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$70.5M
$67 ﹤0.01%
1
-230
OSCV icon
7569
Opus Small Cap Value ETF
OSCV
$675M
$67 ﹤0.01%
1
-1
PST icon
7570
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$11.2M
$67 ﹤0.01%
3
+1
UYM icon
7571
ProShares Ultra Materials
UYM
$44.2M
$67 ﹤0.01%
2
ATFV icon
7572
Alger 35 ETF
ATFV
$125M
$66 ﹤0.01%
1
EBIZ icon
7573
Global X E-commerce ETF
EBIZ
$28.1M
$66 ﹤0.01%
2
-1,157
KEUA
7574
DELISTED
KraneShares European Carbon Allowance Strategy ETF
KEUA
$66 ﹤0.01%
2
+1
UXI icon
7575
ProShares Ultra Industrials
UXI
$31M
$66 ﹤0.01%
1
301 302
303
304 305