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
ATFV icon
7576
Alger 35 ETF
ATFV
$106M
$62 ﹤0.01%
1
EFO icon
7577
ProShares Ultra MSCI EAFE
EFO
$22.5M
$62 ﹤0.01%
1
-4
EZJ icon
7578
ProShares Ultra MSCI Japan
EZJ
$8.06M
$62 ﹤0.01%
1
-3
FMNY icon
7579
First Trust New York Municipal High Income ETF
FMNY
$27.9M
$62 ﹤0.01%
+2
TPSC icon
7580
Timothy Plan US Small Cap Core ETF
TPSC
$276M
$62 ﹤0.01%
1
DGIN icon
7581
VanEck Digital India ETF
DGIN
$18.9M
$61 ﹤0.01%
1
-245
JHDV icon
7582
John Hancock US High Dividend ETF
JHDV
$8.82M
$61 ﹤0.01%
+1
ONOF icon
7583
Global X Adaptive US Risk Management ETF
ONOF
$141M
$61 ﹤0.01%
+1
QQQA icon
7584
ProShares Nasdaq-100 Dorsey Wright Momentum ETF
QQQA
$9.97M
$61 ﹤0.01%
1
-12
TGRW icon
7585
T. Rowe Price Growth Stock ETF
TGRW
$905M
$61 ﹤0.01%
1
FEDM icon
7586
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$74.2M
$60 ﹤0.01%
1
ITAN icon
7587
Sparkline Intangible Value ETF
ITAN
$65.4M
$60 ﹤0.01%
1
-1
CDT icon
7588
CDT Equity Inc
CDT
$2.82M
$59 ﹤0.01%
11
-17
GLRY icon
7589
Inspire Growth ETF
GLRY
$117M
$59 ﹤0.01%
1
-599
IPSC icon
7590
Century Therapeutics
IPSC
$50.1M
$59 ﹤0.01%
118
-11,222
NTSE icon
7591
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$35.3M
$59 ﹤0.01%
+1
XYLG icon
7592
Global X S&P 500 Covered Call & Growth ETF
XYLG
$65.2M
$59 ﹤0.01%
2
BUL icon
7593
Pacer US Cash Cows Growth ETF
BUL
$105M
$58 ﹤0.01%
1
GDEVW icon
7594
GDEV Inc Warrant
GDEVW
$421K
$58 ﹤0.01%
2,500
SKYU icon
7595
ProShares Ultra Nasdaq Cloud Computing ETF
SKYU
$2.04M
$57 ﹤0.01%
+1
TEMP
7596
DELISTED
JPMorgan Climate Change Solutions ETF
TEMP
$57 ﹤0.01%
+1
UYM icon
7597
ProShares Ultra Materials
UYM
$32.5M
$57 ﹤0.01%
2
-98
ZECP icon
7598
Zacks Earnings Consistent Portfolio ETF
ZECP
$286M
$57 ﹤0.01%
+1
IWMI
7599
NEOS Russell 2000 High Income ETF
IWMI
$419M
$57 ﹤0.01%
+1
MPRO icon
7600
Monarch ProCap Index ETF
MPRO
$221M
$57 ﹤0.01%
+1
302 303
304
305 306