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
DVND icon
7651
Touchstone Dividend Select ETF
DVND
$41.2M
$49 ﹤0.01%
+1
FLRG icon
7652
Fidelity US Multifactor ETF
FLRG
$277M
$49 ﹤0.01%
1
KEUA icon
7653
KraneShares European Carbon Allowance Strategy ETF
KEUA
$4.62M
$49 ﹤0.01%
1
NXTE icon
7654
AXS Green Alpha ETF
NXTE
$47.7M
$49 ﹤0.01%
+1
QQQS icon
7655
Invesco NASDAQ Future Gen 200 ETF
QQQS
$14.2M
$49 ﹤0.01%
+1
TWM icon
7656
ProShares UltraShort Russell2000
TWM
$26.6M
$49 ﹤0.01%
1
-109
UFIV icon
7657
US Treasury 5 Year Note ETF
UFIV
$33.8M
$49 ﹤0.01%
1
QMMY
7658
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$71.7M
$49 ﹤0.01%
2
AUSF icon
7659
Global X Adaptive US Factor ETF
AUSF
$818M
$47 ﹤0.01%
1
DNOV icon
7660
FT Vest US Equity Deep Buffer ETF November
DNOV
$378M
$47 ﹤0.01%
1
DDX
7661
Defined Duration 10 ETF
DDX
$64.2M
$47 ﹤0.01%
1
FMAG icon
7662
Fidelity Magellan ETF
FMAG
$250M
$47 ﹤0.01%
1
IBIO icon
7663
iBio
IBIO
$85.3M
$47 ﹤0.01%
57
+8
EMCS
7664
Xtrackers MSCI Emerging Markets Climate Selection ETF
EMCS
$918M
$47 ﹤0.01%
1
-812
PST icon
7665
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$10.8M
$47 ﹤0.01%
2
-8
AFSM icon
7666
First Trust Active Factor Small Cap ETF
AFSM
$81.5M
$46 ﹤0.01%
1
BLKC icon
7667
Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
BLKC
$4.13M
$46 ﹤0.01%
1
EASG icon
7668
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$68.4M
$46 ﹤0.01%
1
FLMX icon
7669
Franklin FTSE Mexico ETF
FLMX
$90.8M
$46 ﹤0.01%
+1
FSST
7670
DELISTED
Fidelity Sustainable US Equity ETF
FSST
$46 ﹤0.01%
1
STXV icon
7671
Strive 1000 Value ETF
STXV
$75.3M
$46 ﹤0.01%
1
XHYF icon
7672
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$26.4M
$46 ﹤0.01%
1
ANL
7673
Adlai Nortye
ANL
$373M
$45 ﹤0.01%
25
-40
BKKT.WS icon
7674
Bakkt Inc Warrants
BKKT.WS
$1.12M
$45 ﹤0.01%
100
NDVG icon
7675
Nuveen Dividend Growth ETF
NDVG
$14.3M
$45 ﹤0.01%
1
305 306
307
308 309