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
EASG icon
7601
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$66.5M
$58 ﹤0.01%
1
GSIG icon
7602
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$14.2M
$58 ﹤0.01%
+1
HELX icon
7603
Franklin Genomic Advancements ETF
HELX
$21.3M
$58 ﹤0.01%
1
AHYB icon
7604
American Century Select High Yield ETF
AHYB
$57.8M
$57 ﹤0.01%
1
-1,200
LOPP icon
7605
Gabelli Love Our Planet & People ETF
LOPP
$14.7M
$57 ﹤0.01%
1
MBBB icon
7606
VanEck Moody's Analytics BBB Corporate Bond ETF
MBBB
$8.56M
$57 ﹤0.01%
2
+1
XB icon
7607
BondBloxx B-Rated USD High Yield Corporate Bond ETF
XB
$33.2M
$57 ﹤0.01%
+1
CRIS icon
7608
Curis
CRIS
$20M
$56 ﹤0.01%
57
-788
STRR
7609
Star Equity Holdings
STRR
$35.8M
$56 ﹤0.01%
5
KNGZ icon
7610
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$56.7M
$56 ﹤0.01%
1
NFLT icon
7611
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$416M
$56 ﹤0.01%
2
-357
QVML icon
7612
Invesco S&P 500 QVM Multi-factor ETF
QVML
$1.49B
$56 ﹤0.01%
+1
INEQ
7613
Columbia International Equity Income ETF
INEQ
$56.6M
$56 ﹤0.01%
1
LNZA icon
7614
LanzaTech
LNZA
$274M
$55 ﹤0.01%
4
-249
USAI icon
7615
Pacer American Energy Infrastructure ETF
USAI
$105M
$55 ﹤0.01%
+1
DVLU icon
7616
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$43.1M
$55 ﹤0.01%
1
-32
IGLD icon
7617
FT Vest Gold Strategy Target Income ETF
IGLD
$578M
$55 ﹤0.01%
2
+1
IMOM icon
7618
Alpha Architect International Quantitative Momentum ETF
IMOM
$147M
$55 ﹤0.01%
1
JHDV icon
7619
John Hancock US High Dividend ETF
JHDV
$9.63M
$55 ﹤0.01%
1
CTEX icon
7620
ProShares S&P Kensho Cleantech ETF
CTEX
$6.28M
$54 ﹤0.01%
1
-1
FFIU icon
7621
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$52.6M
$54 ﹤0.01%
2
+1
FPXE icon
7622
First Trust IPOX Europe Equity Opportunities ETF
FPXE
$4.98M
$54 ﹤0.01%
1
MYY icon
7623
ProShares Short MidCap400
MYY
$3.59M
$54 ﹤0.01%
3
+1
SARK icon
7624
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$75.3M
$54 ﹤0.01%
1
-842
QIG
7625
WisdomTree U.S. Corporate Bond Fund
QIG
$17.8M
$54 ﹤0.01%
1
303 304
305
306 307