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
STRR
7601
Star Equity Holdings
STRR
$37.2M
$56 ﹤0.01%
5
KNGZ icon
7602
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$58.9M
$56 ﹤0.01%
1
LOPP icon
7603
Gabelli Love Our Planet & People ETF
LOPP
$18.6M
$56 ﹤0.01%
1
SAEF icon
7604
Schwab Ariel Opportunities ETF
SAEF
$25.9M
$56 ﹤0.01%
2
SIXS icon
7605
ETC 6 Meridian Small Cap Equity ETF
SIXS
$123M
$56 ﹤0.01%
+1
INEQ
7606
Columbia International Equity Income ETF
INEQ
$57.7M
$56 ﹤0.01%
1
BCD icon
7607
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$363M
$55 ﹤0.01%
1
DFND
7608
DELISTED
Siren DIVCON Dividend Defender ETF
DFND
$55 ﹤0.01%
+1
EUDV icon
7609
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.53M
$55 ﹤0.01%
1
-2
PPTY icon
7610
US Diversified Real Estate ETF
PPTY
$27M
$55 ﹤0.01%
+1
STXE icon
7611
Strive Emerging Markets ex-China ETF
STXE
$131M
$55 ﹤0.01%
1
TINY icon
7612
ProShares Nanotechnology ETF
TINY
$6.75M
$55 ﹤0.01%
1
TPIF icon
7613
Timothy Plan International ETF
TPIF
$224M
$55 ﹤0.01%
1
XHYT icon
7614
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
$48M
$55 ﹤0.01%
1
GTI
7615
DELISTED
Graphjet Technology
GTI
$55 ﹤0.01%
16
-1
QSIG
7616
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$54M
$55 ﹤0.01%
+1
BPAY icon
7617
BlackRock Future Financial and Technology ETF
BPAY
$8.44M
$54 ﹤0.01%
1
DFSU icon
7618
Dimensional US Sustainability Core 1 ETF
DFSU
$1.93B
$54 ﹤0.01%
+1
JHCB icon
7619
John Hancock Corporate Bond ETF
JHCB
$111M
$54 ﹤0.01%
2
MINN icon
7620
Mairs & Power Minnesota Municipal Bond ETF
MINN
$39.4M
$54 ﹤0.01%
2
DXD icon
7621
ProShares UltraShort Dow 30
DXD
$53.3M
$53 ﹤0.01%
2
-222
IMOM icon
7622
Alpha Architect International Quantitative Momentum ETF
IMOM
$147M
$53 ﹤0.01%
1
SPDG icon
7623
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
$11.9M
$53 ﹤0.01%
+1
THYF icon
7624
T. Rowe Price US High Yield ETF
THYF
$791M
$53 ﹤0.01%
1
TPOR icon
7625
Direxion Daily Transportation Bull 3X Shares
TPOR
$16.6M
$53 ﹤0.01%
1
-56
303 304
305
306 307