We are live on ! Find out more
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
OSCV icon
7676
Opus Small Cap Value ETF
OSCV
$731M
$77 ﹤0.01%
1
IAUI
7677
NEOS Gold High Income ETF
IAUI
$462M
$77 ﹤0.01%
+1
EZJ icon
7678
ProShares Ultra MSCI Japan
EZJ
$14M
$76 ﹤0.01%
1
-1
KEMX icon
7679
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$133M
$76 ﹤0.01%
1
-25
NUDV icon
7680
Nuveen ESG Dividend ETF
NUDV
$48.2M
$76 ﹤0.01%
2
+1
GAUZ
7681
Gauzy
GAUZ
$7.31M
$76 ﹤0.01%
100
-412
RISN icon
7682
Inspire Capital Appreciation ETF
RISN
$80.8M
$75 ﹤0.01%
2
+1
SNPG icon
7683
Xtrackers S&P 500 Growth ESG ETF
SNPG
$13.7M
$75 ﹤0.01%
+1
UCYB
7684
ProShares Ultra Nasdaq Cybersecurity ETF
UCYB
$8.74M
$75 ﹤0.01%
+1
XDTE icon
7685
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$326M
$75 ﹤0.01%
2
+1
ICU icon
7686
SeaStar Medical
ICU
$19.8M
$74 ﹤0.01%
20
MEXX icon
7687
Direxion Daily MSCI Mexico Bull 3X ETF
MEXX
$18.6M
$74 ﹤0.01%
2
STXK icon
7688
EA Series Trust Strive Small-Cap ETF
STXK
$85.5M
$74 ﹤0.01%
2
+1
UBR icon
7689
ProShares Ultra MSCI Brazil Capped
UBR
$3.88M
$74 ﹤0.01%
2
DVND icon
7690
Touchstone Dividend Select ETF
DVND
$53.2M
$73 ﹤0.01%
2
EAOA icon
7691
iShares ESG Aware Aggressive Allocation ETF
EAOA
$37.3M
$73 ﹤0.01%
1
STXE icon
7692
Strive Emerging Markets ex-China ETF
STXE
$146M
$73 ﹤0.01%
1
NBET
7693
Neuberger Energy Transition & Infrastructure ETF
NBET
$45.5M
$73 ﹤0.01%
1
XHYF
7694
DELISTED
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$72 ﹤0.01%
+1
VIVS
7695
VivoSim Labs
VIVS
$2.54M
$72 ﹤0.01%
50
-18
GSIG
7696
DELISTED
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$71 ﹤0.01%
1
UTSI icon
7697
UTStarcom
UTSI
$23.6M
$71 ﹤0.01%
29
-41
SUPP icon
7698
TCW Transform Supply Chain ETF
SUPP
$12.6M
$70 ﹤0.01%
1
QIG
7699
WisdomTree U.S. Corporate Bond Fund
QIG
$17.6M
$70 ﹤0.01%
1
DXD icon
7700
ProShares UltraShort Dow 30
DXD
$45.2M
$69 ﹤0.01%
3
+1
306 307
308
309 310