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
SNPG icon
7551
Xtrackers S&P 500 Growth ESG ETF
SNPG
$12.2M
$71 ﹤0.01%
1
SUPP icon
7552
TCW Transform Supply Chain ETF
SUPP
$10.5M
$71 ﹤0.01%
1
UBOT icon
7553
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$32.4M
$71 ﹤0.01%
2
-93
USPX icon
7554
Franklin US Equity Index ETF
USPX
$1.65B
$71 ﹤0.01%
1
-6
YALL icon
7555
God Bless America ETF
YALL
$99.8M
$71 ﹤0.01%
1
SPUC icon
7556
Simplify US Equity PLUS Upside Convexity ETF
SPUC
$113M
$70 ﹤0.01%
1
USCA icon
7557
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$3.23B
$70 ﹤0.01%
1
QIG
7558
WisdomTree U.S. Corporate Bond Fund
QIG
$18M
$70 ﹤0.01%
+1
VEEAW
7559
Veea Inc Warrant
VEEAW
$524K
$70 ﹤0.01%
1,000
KWT icon
7560
iShares MSCI Kuwait ETF
KWT
$89.4M
$69 ﹤0.01%
1
-1
MAKX icon
7561
ProShares S&P Kensho Smart Factories ETF
MAKX
$1.3M
$69 ﹤0.01%
+1
HOMZ icon
7562
Hoya Capital Housing ETF
HOMZ
$35.9M
$68 ﹤0.01%
+1
YEAR icon
7563
AB Ultra Short Income ETF
YEAR
$1.44B
$68 ﹤0.01%
1
-301
XHYI icon
7564
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$36.2M
$67 ﹤0.01%
1
STXK icon
7565
EA Series Trust Strive Small-Cap ETF
STXK
$66.4M
$66 ﹤0.01%
1
-1
DEEP icon
7566
Acquirers Small and Micro Deep Value ETF
DEEP
$25.9M
$65 ﹤0.01%
1
FLRT icon
7567
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$583M
$65 ﹤0.01%
1
GV icon
7568
Visionary Holdings
GV
$5.77M
$65 ﹤0.01%
31
-1
HYXF icon
7569
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$189M
$64 ﹤0.01%
+1
IWFG icon
7570
IQ Winslow Focused Large Cap Growth ETF
IWFG
$57.9M
$64 ﹤0.01%
+1
MCH icon
7571
Matthews China Active ETF
MCH
$23M
$64 ﹤0.01%
2
CRAK icon
7572
VanEck Oil Refiners ETF
CRAK
$40.4M
$63 ﹤0.01%
1
-18,130
HYUP icon
7573
Xtrackers High Beta High Yield Bond ETF
HYUP
$29.5M
$63 ﹤0.01%
1
ISVL icon
7574
iShares International Developed Small Cap Value Factor ETF
ISVL
$71.2M
$63 ﹤0.01%
+1
ZNB
7575
Zeta Network Group
ZNB
$98.6M
$62 ﹤0.01%
+41
301 302
303
304 305