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
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$1.64B
3 +$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1 +$2.92B
2 +$2.36B
3 +$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DOGG icon
7676
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$49.1M
$35 ﹤0.01%
1
FDWM
7677
DELISTED
Fidelity Women's Leadership ETF
FDWM
$35 ﹤0.01%
+1
FLIA icon
7678
Franklin International Aggregate Bond ETF
FLIA
$658M
$35 ﹤0.01%
1
FPRO icon
7679
Fidelity Real Estate Investment ETF
FPRO
$13.5M
$35 ﹤0.01%
1
MOTE
7680
DELISTED
VanEck Morningstar ESG Moat ETF
MOTE
$35 ﹤0.01%
1
QLVD icon
7681
FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
QLVD
$59.6M
$35 ﹤0.01%
1
SATO icon
7682
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$9.86M
$35 ﹤0.01%
1
BCIM
7683
DELISTED
abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF
BCIM
$34 ﹤0.01%
1
INTL icon
7684
Main International ETF
INTL
$171M
$34 ﹤0.01%
1
SCMB icon
7685
Schwab Municipal Bond ETF
SCMB
$2.77B
$34 ﹤0.01%
+1
XPND icon
7686
First Trust Expanded Technology ETF
XPND
$54.8M
$34 ﹤0.01%
+1
AGIH
7687
DELISTED
iShares Inflation Hedged US Aggregate Bond ETF
AGIH
$33 ﹤0.01%
1
IRVH icon
7688
Global X Interest Rate Volatility & Inflation Hedge ETF
IRVH
$1.43M
$33 ﹤0.01%
+1
IVEG
7689
DELISTED
iShares Emergent Food and AgTech Multisector ETF
IVEG
$33 ﹤0.01%
+1
MOOD icon
7690
Relative Sentiment Tactical Allocation ETF
MOOD
$73.5M
$33 ﹤0.01%
1
SQEW
7691
DELISTED
LeaderShares Equity Skew ETF
SQEW
$33 ﹤0.01%
1
TPIF icon
7692
Timothy Plan International ETF
TPIF
$201M
$33 ﹤0.01%
1
BCDF icon
7693
Horizon Kinetics Blockchain Development ETF
BCDF
$19.4M
$33 ﹤0.01%
1
BNDC icon
7694
FlexShares Core Select Bond Fund
BNDC
$147M
$33 ﹤0.01%
1
-1
COCHW icon
7695
Envoy Medical Warrant
COCHW
$629K
$33 ﹤0.01%
933
GDEVW icon
7696
GDEV Inc Warrant
GDEVW
$401K
$33 ﹤0.01%
2,500
INMU icon
7697
BlackRock Intermediate Muni Income Bond ETF
INMU
$256M
$33 ﹤0.01%
1
ACTV
7698
DELISTED
LeaderShares Activist Leaders ETF
ACTV
$32 ﹤0.01%
1
DUO
7699
Fangdd Network Group
DUO
$61.7M
$32 ﹤0.01%
15
-1
MBNE icon
7700
State Street Nuveen Municipal Bond ESG ETF
MBNE
$13.1M
$32 ﹤0.01%
1