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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGHY
7651
Vanguard High-Yield Active ETF
VGHY
$267M
$88 ﹤0.01%
+1
DRCT icon
7652
Direct Digital Holdings
DRCT
$1.97M
$87 ﹤0.01%
27
-69
MBIO icon
7653
Mustang Bio
MBIO
$5.33M
$86 ﹤0.01%
118
-35
RNEM icon
7654
First Trust Emerging Markets Equity Select ETF
RNEM
$16.8M
$86 ﹤0.01%
1
SIXS icon
7655
ETC 6 Meridian Small Cap Equity ETF
SIXS
$140M
$86 ﹤0.01%
1
WLAC
7656
DELISTED
Willow Lane Acquisition Corp
WLAC
$85 ﹤0.01%
8
-392
QNCX icon
7657
Quince Therapeutics
QNCX
$17.2M
$84 ﹤0.01%
4
-49
MBRX icon
7658
Moleculin Biotech
MBRX
$16.1M
$83 ﹤0.01%
36
UWM icon
7659
ProShares Ultra Russell2000
UWM
$283M
$83 ﹤0.01%
+1
BBSC icon
7660
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$704M
$82 ﹤0.01%
1
SPXV icon
7661
ProShares S&P 500 ex-Health Care ETF
SPXV
$39.8M
$82 ﹤0.01%
1
BCD icon
7662
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$396M
$81 ﹤0.01%
2
ION icon
7663
ProShares S&P Global Core Battery Metals ETF
ION
$13.3M
$80 ﹤0.01%
1
SPXN icon
7664
ProShares S&P 500 ex-Financials ETF
SPXN
$77.8M
$80 ﹤0.01%
1
XOS icon
7665
Xos
XOS
$33.9M
$80 ﹤0.01%
49
-1,359
SCII
7666
SC II Acquisition Corp
SCII
$252M
$80 ﹤0.01%
+8
DDM icon
7667
ProShares Ultra Dow30
DDM
$547M
$79 ﹤0.01%
1
-400
UST icon
7668
ProShares Ultra 7-10 Year Treasury
UST
$14.8M
$79 ﹤0.01%
1
BLRK
7669
Bluerock Acquisition Corp
BLRK
$231M
$79 ﹤0.01%
+8
SSAC
7670
SPACSphere Acquisition Corp
SSAC
$238M
$79 ﹤0.01%
+8
FLEU icon
7671
Franklin FTSE Eurozone ETF
FLEU
$70.8M
$78 ﹤0.01%
2
LESL icon
7672
Leslie's
LESL
$58.4M
$78 ﹤0.01%
69
-118
OCIO icon
7673
ClearShares OCIO ETF
OCIO
$169M
$78 ﹤0.01%
2
+1
MAGY
7674
Roundhill Magnificent Seven Covered Call ETF
MAGY
$133M
$78 ﹤0.01%
1
GLMD icon
7675
Galmed Pharmaceuticals
GLMD
$4.3M
$77 ﹤0.01%
157
-141
305 306
307
308 309