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
NDVG icon
7676
Nuveen Dividend Growth ETF
NDVG
$13.4M
$45 ﹤0.01%
1
RITA icon
7677
ETFB Green SRI REITs ETF
RITA
$7.82M
$45 ﹤0.01%
2
+1
WEBS icon
7678
Direxion Daily Dow Jones Internet Bear 3X Shares
WEBS
$7.21M
$45 ﹤0.01%
2
-17
XHYC icon
7679
BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
XHYC
$25.2M
$45 ﹤0.01%
+1
USG icon
7680
USCF Gold Strategy Plus Income Fund
USG
$13.2M
$45 ﹤0.01%
1
TINT icon
7681
ProShares Smart Materials ETF
TINT
$1.67M
$45 ﹤0.01%
1
DYLD icon
7682
LeaderShares Dynamic Yield ETF
DYLD
$43.1M
$44 ﹤0.01%
1
FGNX
7683
FG Nexus Inc
FGNX
$108M
$44 ﹤0.01%
8
IMFL icon
7684
Invesco International Developed Dynamic Multifactor ETF
IMFL
$667M
$44 ﹤0.01%
1
-1
PWS icon
7685
Pacer WealthShield ETF
PWS
$27.7M
$44 ﹤0.01%
+1
UTWY icon
7686
US Treasury 20 Year Bond ETF
UTWY
$8.27M
$44 ﹤0.01%
1
VRAI icon
7687
Virtus Real Asset Income ETF
VRAI
$15.5M
$44 ﹤0.01%
+1
YAAS
7688
Youxin Technology Ltd
YAAS
$6.65M
$44 ﹤0.01%
+14
DOGG icon
7689
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$44.7M
$43 ﹤0.01%
2
+1
IRVH icon
7690
Global X Interest Rate Volatility & Inflation Hedge ETF
IRVH
$1.45M
$43 ﹤0.01%
2
+1
OSEA icon
7691
Harbor International Compounders ETF
OSEA
$556M
$43 ﹤0.01%
1
PLDR icon
7692
Putnam Sustainable Leaders ETF
PLDR
$860M
$43 ﹤0.01%
1
SIXH icon
7693
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$501M
$43 ﹤0.01%
+1
TMFX icon
7694
Motley Fool Next Index ETF
TMFX
$33.3M
$43 ﹤0.01%
1
TPLE
7695
DELISTED
Timothy Plan US Large/Mid Cap Core Enhanced ETF
TPLE
$43 ﹤0.01%
1
SER icon
7696
Serina Therapeutics
SER
$32M
$43 ﹤0.01%
8
ABEQ icon
7697
Absolute Select Value ETF
ABEQ
$123M
$42 ﹤0.01%
+1
FPWR
7698
First Trust EIP Power Solutions ETF
FPWR
$18.3M
$42 ﹤0.01%
1
IGLD icon
7699
FT Vest Gold Strategy Target Income ETF
IGLD
$435M
$42 ﹤0.01%
1
-1
INTL icon
7700
Main International ETF
INTL
$166M
$42 ﹤0.01%
1
306 307
308
309 310