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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
SIXL icon
7701
ETC 6 Meridian Low Beta Equity ETF
SIXL
$197M
$69 ﹤0.01%
1
LFAC
7702
Leapfrog Acquisition Corp
LFAC
$69 ﹤0.01%
+7
KTWO
7703
K2 Capital Acquisition Corp
KTWO
$200M
$69 ﹤0.01%
+7
RFAM
7704
RF Acquisition Corp III
RFAM
$138M
$69 ﹤0.01%
+7
TWM icon
7705
ProShares UltraShort Russell2000
TWM
$40.6M
$68 ﹤0.01%
2
+1
TEQI icon
7706
T. Rowe Price Equity Income ETF
TEQI
$421M
$67 ﹤0.01%
1
USCA icon
7707
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$3.22B
$67 ﹤0.01%
1
SPUC icon
7708
Simplify US Equity Income ETF
SPUC
$93.3M
$66 ﹤0.01%
+1
FEDM icon
7709
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$77.1M
$65 ﹤0.01%
1
LFEQ icon
7710
VanEck Long/Flat Trend ETF
LFEQ
$28.5M
$65 ﹤0.01%
1
UEVM icon
7711
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$247M
$65 ﹤0.01%
1
-210
DIVD icon
7712
Altrius Global Dividend ETF
DIVD
$19.4M
$64 ﹤0.01%
1
-1
ISVL icon
7713
iShares International Developed Small Cap Value Factor ETF
ISVL
$317M
$64 ﹤0.01%
+1
TPIF icon
7714
Timothy Plan International ETF
TPIF
$248M
$64 ﹤0.01%
1
CWEB icon
7715
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$221M
$63 ﹤0.01%
+2
EMXF icon
7716
iShares ESG Advanced MSCI EM ETF
EMXF
$161M
$63 ﹤0.01%
1
-4,189
GUSA icon
7717
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$2.36B
$63 ﹤0.01%
+1
STRR
7718
Star Equity Holdings
STRR
$41.5M
$63 ﹤0.01%
6
+1
STCE icon
7719
Schwab Crypto Thematic ETF
STCE
$249M
$63 ﹤0.01%
1
-9
TBT icon
7720
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$283M
$63 ﹤0.01%
1
-1
UYM icon
7721
ProShares Ultra Materials
UYM
$38.1M
$63 ﹤0.01%
2
XHYT
7722
DELISTED
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
$63 ﹤0.01%
1
ONOF icon
7723
Global X Adaptive US Risk Management ETF
ONOF
$140M
$62 ﹤0.01%
1
NTSE icon
7724
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$56.4M
$61 ﹤0.01%
1
IWMI
7725
NEOS Russell 2000 High Income ETF
IWMI
$1.03B
$61 ﹤0.01%
1
-21
307 308
309
310 311