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
ABLG
7626
Abacus FCF International Leaders ETF
ABLG
$18.2M
$54 ﹤0.01%
1
-1
BNDI icon
7627
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$166M
$53 ﹤0.01%
+1
DGIN icon
7628
VanEck Digital India ETF
DGIN
$14.8M
$53 ﹤0.01%
1
EMCR icon
7629
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$51.7M
$53 ﹤0.01%
+1
FLQS icon
7630
Franklin US Small Cap Multifactor Index ETF
FLQS
$48.9M
$53 ﹤0.01%
+1
IMFL icon
7631
Invesco International Developed Dynamic Multifactor ETF
IMFL
$919M
$53 ﹤0.01%
1
IWFG icon
7632
IQ Winslow Focused Large Cap Growth ETF
IWFG
$54.1M
$53 ﹤0.01%
1
NHTC icon
7633
Natural Health Trends
NHTC
$24.6M
$53 ﹤0.01%
17
-1,001
XHYC icon
7634
BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
XHYC
$12.9M
$53 ﹤0.01%
1
XPND icon
7635
First Trust Expanded Technology ETF
XPND
$52.1M
$53 ﹤0.01%
1
STKE
7636
Sol Strategies Inc
STKE
$29.8M
$53 ﹤0.01%
35
-100
FPWR
7637
First Trust EIP Power Solutions ETF
FPWR
$26.6M
$52 ﹤0.01%
1
MEXX icon
7638
Direxion Daily MSCI Mexico Bull 3X ETF
MEXX
$26.3M
$52 ﹤0.01%
2
+1
NUGO icon
7639
Nuveen Growth Opportunities ETF
NUGO
$2.66B
$52 ﹤0.01%
1
SAA icon
7640
ProShares Ulta SmallCap600
SAA
$24.1M
$52 ﹤0.01%
2
+1
UST icon
7641
ProShares Ultra 7-10 Year Treasury
UST
$16.2M
$52 ﹤0.01%
1
EQIN
7642
Columbia U.S. Equity Income ETF
EQIN
$268M
$52 ﹤0.01%
+1
CDX icon
7643
Simplify High Yield ETF
CDX
$457M
$51 ﹤0.01%
2
DEEP icon
7644
Acquirers Small and Micro Deep Value ETF
DEEP
$24.7M
$51 ﹤0.01%
1
ISHP icon
7645
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.09M
$51 ﹤0.01%
1
PULT icon
7646
Putnam ESG Ultra Short ETF
PULT
$47.8M
$51 ﹤0.01%
1
XHYT icon
7647
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
$32.3M
$51 ﹤0.01%
1
DSTX icon
7648
Distillate International Fundamental Stability & Value ETF
DSTX
$48.3M
$50 ﹤0.01%
+1
FTFT icon
7649
Future FinTech Group
FTFT
$8.18M
$50 ﹤0.01%
16
-20
LTL icon
7650
ProShares Ultra Communication Services
LTL
$9.11M
$50 ﹤0.01%
1
-7
304 305
306
307 308