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
SUPP icon
7551
TCW Transform Supply Chain ETF
SUPP
$11.7M
$71 ﹤0.01%
1
UBOT icon
7552
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$35.6M
$71 ﹤0.01%
2
-93
USPX icon
7553
Franklin US Equity Index ETF
USPX
$1.72B
$71 ﹤0.01%
1
-6
YALL icon
7554
God Bless America ETF
YALL
$102M
$71 ﹤0.01%
1
SPUC icon
7555
Simplify US Equity PLUS Upside Convexity ETF
SPUC
$105M
$70 ﹤0.01%
1
USCA icon
7556
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$2.74B
$70 ﹤0.01%
1
QIG
7557
WisdomTree U.S. Corporate Bond Fund
QIG
$18.1M
$70 ﹤0.01%
+1
VEEAW
7558
Veea Inc Warrant
VEEAW
$70 ﹤0.01%
1,000
KWT icon
7559
iShares MSCI Kuwait ETF
KWT
$71.8M
$69 ﹤0.01%
1
-1
MAKX icon
7560
ProShares S&P Kensho Smart Factories ETF
MAKX
$1.43M
$69 ﹤0.01%
+1
HOMZ icon
7561
Hoya Capital Housing ETF
HOMZ
$37.2M
$68 ﹤0.01%
+1
YEAR icon
7562
AB Ultra Short Income ETF
YEAR
$1.44B
$68 ﹤0.01%
1
-301
XHYI icon
7563
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$34.5M
$67 ﹤0.01%
1
STXK icon
7564
EA Series Trust Strive Small-Cap ETF
STXK
$74.8M
$66 ﹤0.01%
1
-1
DEEP icon
7565
Acquirers Small and Micro Deep Value ETF
DEEP
$26.9M
$65 ﹤0.01%
1
FLRT icon
7566
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$623M
$65 ﹤0.01%
1
GV icon
7567
Visionary Holdings
GV
$4.99M
$65 ﹤0.01%
31
-1
HYXF icon
7568
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$198M
$64 ﹤0.01%
+1
IWFG icon
7569
IQ Winslow Focused Large Cap Growth ETF
IWFG
$54.9M
$64 ﹤0.01%
+1
MCH icon
7570
Matthews China Active ETF
MCH
$23.3M
$64 ﹤0.01%
2
CRAK icon
7571
VanEck Oil Refiners ETF
CRAK
$85.1M
$63 ﹤0.01%
1
-18,130
HYUP icon
7572
Xtrackers High Beta High Yield Bond ETF
HYUP
$31.8M
$63 ﹤0.01%
1
ISVL icon
7573
iShares International Developed Small Cap Value Factor ETF
ISVL
$328M
$63 ﹤0.01%
+1
ZNB
7574
Zeta Network Group
ZNB
$40M
$62 ﹤0.01%
+41
ATFV icon
7575
Alger 35 ETF
ATFV
$121M
$62 ﹤0.01%
1
301 302
303
304 305