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
TPOR icon
7626
Direxion Daily Transportation Bull 3X Shares
TPOR
$15.7M
$53 ﹤0.01%
1
-56
UBR icon
7627
ProShares Ultra MSCI Brazil Capped
UBR
$5.33M
$53 ﹤0.01%
2
-4
OMAH
7628
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$653M
$53 ﹤0.01%
2
DRSK icon
7629
Aptus Defined Risk ETF
DRSK
$1.44B
$52 ﹤0.01%
1
-1
HAWX icon
7630
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$297M
$52 ﹤0.01%
1
KEMX icon
7631
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$70.3M
$52 ﹤0.01%
1
TEQI icon
7632
T. Rowe Price Equity Income ETF
TEQI
$359M
$52 ﹤0.01%
1
-1
TMAT icon
7633
Main Thematic Innovation ETF
TMAT
$208M
$52 ﹤0.01%
1
XHYD icon
7634
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
$20.2M
$52 ﹤0.01%
+1
NBET
7635
Neuberger Berman Energy Transition & Infrastructure ETF
NBET
$28.8M
$52 ﹤0.01%
+1
EPV icon
7636
ProShares UltraShort FTSE Europe
EPV
$14.3M
$51 ﹤0.01%
2
-16
EURL icon
7637
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$36M
$51 ﹤0.01%
1
-136
JRE icon
7638
Janus Henderson US Real Estate ETF
JRE
$3.67M
$51 ﹤0.01%
+2
MINO icon
7639
PIMCO Municipal Income Opportunities Active ETF
MINO
$418M
$51 ﹤0.01%
1
-8,261
NUGO icon
7640
Nuveen Growth Opportunities ETF
NUGO
$2.69B
$51 ﹤0.01%
1
PULT icon
7641
Putnam ESG Ultra Short ETF
PULT
$203M
$51 ﹤0.01%
1
TPHD icon
7642
Timothy Plan High Dividend Stock ETF
TPHD
$322M
$51 ﹤0.01%
1
VEGA icon
7643
AdvisorShares STAR Global Buy-Write ETF
VEGA
$76.2M
$51 ﹤0.01%
+1
YQ
7644
17 Education & Technology Group
YQ
$32.1M
$51 ﹤0.01%
12
-32
QDVO
7645
Amplify CWP Growth & Income ETF
QDVO
$508M
$51 ﹤0.01%
+1
CDX icon
7646
Simplify High Yield ETF
CDX
$469M
$50 ﹤0.01%
2
FLIA icon
7647
Franklin International Aggregate Bond ETF
FLIA
$660M
$50 ﹤0.01%
2
+1
HELX icon
7648
Franklin Genomic Advancements ETF
HELX
$22.2M
$50 ﹤0.01%
1
SDCI icon
7649
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$293M
$50 ﹤0.01%
2
SPMV icon
7650
Invesco S&P 500 Minimum Variance ETF
SPMV
$3.54M
$50 ﹤0.01%
1
304 305
306
307 308