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
UBR icon
7626
ProShares Ultra MSCI Brazil Capped
UBR
$4.05M
$53 ﹤0.01%
2
-4
OMAH
7627
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$665M
$53 ﹤0.01%
2
DRSK icon
7628
Aptus Defined Risk ETF
DRSK
$1.44B
$52 ﹤0.01%
1
-1
HAWX icon
7629
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$329M
$52 ﹤0.01%
1
KEMX icon
7630
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$99.6M
$52 ﹤0.01%
1
TEQI icon
7631
T. Rowe Price Equity Income ETF
TEQI
$384M
$52 ﹤0.01%
1
-1
TMAT icon
7632
Main Thematic Innovation ETF
TMAT
$191M
$52 ﹤0.01%
1
XHYD icon
7633
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
$22.2M
$52 ﹤0.01%
+1
NBET
7634
Neuberger Berman Energy Transition & Infrastructure ETF
NBET
$36.6M
$52 ﹤0.01%
+1
EPV icon
7635
ProShares UltraShort FTSE Europe
EPV
$12M
$51 ﹤0.01%
2
-16
EURL icon
7636
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$58.1M
$51 ﹤0.01%
1
-136
JRE icon
7637
Janus Henderson US Real Estate ETF
JRE
$3.85M
$51 ﹤0.01%
+2
MINO icon
7638
PIMCO Municipal Income Opportunities Active ETF
MINO
$526M
$51 ﹤0.01%
1
-8,261
NUGO icon
7639
Nuveen Growth Opportunities ETF
NUGO
$2.63B
$51 ﹤0.01%
1
PULT icon
7640
Putnam ESG Ultra Short ETF
PULT
$211M
$51 ﹤0.01%
1
TPHD icon
7641
Timothy Plan High Dividend Stock ETF
TPHD
$348M
$51 ﹤0.01%
1
VEGA icon
7642
AdvisorShares STAR Global Buy-Write ETF
VEGA
$79.3M
$51 ﹤0.01%
+1
YQ
7643
17 Education & Technology Group
YQ
$29.9M
$51 ﹤0.01%
12
-32
QDVO
7644
Amplify CWP Growth & Income ETF
QDVO
$602M
$51 ﹤0.01%
+1
CDX icon
7645
Simplify High Yield ETF
CDX
$487M
$50 ﹤0.01%
2
FLIA icon
7646
Franklin International Aggregate Bond ETF
FLIA
$691M
$50 ﹤0.01%
2
+1
HELX icon
7647
Franklin Genomic Advancements ETF
HELX
$22.4M
$50 ﹤0.01%
1
SDCI icon
7648
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$419M
$50 ﹤0.01%
2
SPMV icon
7649
Invesco S&P 500 Minimum Variance ETF
SPMV
$3.55M
$50 ﹤0.01%
1
UTRE icon
7650
US Treasury 3 Year Note ETF
UTRE
$10.5M
$50 ﹤0.01%
1
304 305
306
307 308