Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCH icon
7676
Matthews China Active ETF
MCH
$21.9M
$47 ﹤0.01%
1
-1
STXK icon
7677
EA Series Trust Strive Small-Cap ETF
STXK
$75.5M
$47 ﹤0.01%
1
USOI icon
7678
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$53.8M
$47 ﹤0.01%
1
-176
DRV icon
7679
Direxion Daily Real Estate Bear 3X ETF
DRV
$32.1M
$46 ﹤0.01%
1
-3,511
EMMF icon
7680
WisdomTree Emerging Markets Multifactor Fund
EMMF
$163M
$46 ﹤0.01%
1
HISF icon
7681
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$87M
$46 ﹤0.01%
1
-3,750
OVM icon
7682
Overlay Shares Municipal Bond ETF
OVM
$35.6M
$46 ﹤0.01%
2
-1,165
PWS icon
7683
Pacer WealthShield ETF
PWS
$30.4M
$46 ﹤0.01%
1
TGRW icon
7684
T. Rowe Price Growth Stock ETF
TGRW
$910M
$46 ﹤0.01%
1
XPP icon
7685
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$11.9M
$46 ﹤0.01%
1
EART
7686
Global X Funds Global X Rare Earth & Critical Materials ETF
EART
$39.1M
$45 ﹤0.01%
1
DXD icon
7687
ProShares UltraShort Dow 30
DXD
$56.7M
$45 ﹤0.01%
2
GDEVW icon
7688
GDEV Inc Warrant
GDEVW
$150K
$45 ﹤0.01%
2,500
MRSK icon
7689
Toews Agility Shares Managed Risk ETF
MRSK
$293M
$45 ﹤0.01%
1
-42
TDSC icon
7690
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$101M
$45 ﹤0.01%
+1
TINT icon
7691
ProShares Smart Materials ETF
TINT
$1.93M
$45 ﹤0.01%
1
XDTE icon
7692
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$300M
$45 ﹤0.01%
+1
JCTC
7693
Jewett-Cameron Trading
JCTC
$5.98M
$45 ﹤0.01%
+20
CAIE
7694
Calamos Autocallable Income ETF
CAIE
$790M
$45 ﹤0.01%
+1
BEDZ icon
7695
AdvisorShares Hotel ETF
BEDZ
$1.79M
$44 ﹤0.01%
+1
BUYZ icon
7696
Franklin Disruptive Commerce ETF
BUYZ
$6.63M
$44 ﹤0.01%
+1
SZK icon
7697
ProShares UltraShort Consumer Staples
SZK
$4.89M
$44 ﹤0.01%
3
+1
TUGN icon
7698
STF Tactical Growth & Income ETF
TUGN
$64.4M
$44 ﹤0.01%
1
-738
UPW icon
7699
ProShares Ultra Utilities
UPW
$23.1M
$44 ﹤0.01%
2
-2
BNGE icon
7700
First Trust S-Network Streaming and Gaming ETF
BNGE
$4.6M
$43 ﹤0.01%
+1
306 307
308
309 310