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
AFSM icon
7576
First Trust Active Factor Small Cap ETF
AFSM
$82.9M
$65 ﹤0.01%
1
TMDV icon
7577
ProShares Russell US Dividend Growers ETF
TMDV
$4.48M
$65 ﹤0.01%
+1
OILK icon
7578
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$235M
$64 ﹤0.01%
1
NTSE icon
7579
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$50.7M
$63 ﹤0.01%
1
ONOF icon
7580
Global X Adaptive US Risk Management ETF
ONOF
$137M
$63 ﹤0.01%
1
VBND icon
7581
Vident US Bond Strategy ETF
VBND
$508M
$62 ﹤0.01%
1
ROSC icon
7582
Hartford Multifactor Small Cap ETF
ROSC
$51.6M
$62 ﹤0.01%
+1
STXG icon
7583
Strive 1000 Growth ETF
STXG
$136M
$62 ﹤0.01%
1
-1,468
MAGY
7584
Roundhill Magnificent Seven Covered Call ETF
MAGY
$166M
$62 ﹤0.01%
1
FLRT icon
7585
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$607M
$61 ﹤0.01%
1
GUSH icon
7586
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$311M
$61 ﹤0.01%
2
-650
RITA icon
7587
ETFB Green SRI REITs ETF
RITA
$8.59M
$61 ﹤0.01%
3
+1
TYLG icon
7588
Global X Information Technology Covered Call & Growth ETF
TYLG
$11.9M
$61 ﹤0.01%
1
-1
UDI
7589
USCF Dividend Income Fund
UDI
$8.41M
$61 ﹤0.01%
+1
DUG icon
7590
ProShares UltraShort Energy
DUG
$5.99M
$60 ﹤0.01%
1
-141
FDEV icon
7591
Fidelity International Multifactor ETF
FDEV
$272M
$60 ﹤0.01%
1
-19
KWT icon
7592
iShares MSCI Kuwait ETF
KWT
$69M
$60 ﹤0.01%
1
ATON
7593
AlphaTON Capital
ATON
$7.26M
$60 ﹤0.01%
100
-19,119
STXE icon
7594
Strive Emerging Markets ex-China ETF
STXE
$128M
$60 ﹤0.01%
1
TPOR icon
7595
Direxion Daily Transportation Bull 3X ETF
TPOR
$15.8M
$60 ﹤0.01%
1
UBR icon
7596
ProShares Ultra MSCI Brazil Capped
UBR
$4.74M
$60 ﹤0.01%
2
BPI
7597
Grayscale Bitcoin Premium Income ETF
BPI
$3.19M
$60 ﹤0.01%
2
EURL icon
7598
Direxion Daily FTSE Europe Bull 3x ETF
EURL
$62.1M
$59 ﹤0.01%
1
HYUP icon
7599
Xtrackers High Beta High Yield Bond ETF
HYUP
$43.9M
$59 ﹤0.01%
1
KMLM icon
7600
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$273M
$59 ﹤0.01%
2
-1,350
302 303
304
305 306