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
FDNI icon
7701
First Trust Dow Jones International Internet ETF
FDNI
$43.8M
$43 ﹤0.01%
+1
FPRO icon
7702
Fidelity Real Estate Investment ETF
FPRO
$14.4M
$43 ﹤0.01%
1
-596
IG icon
7703
Principal Investment Grade Corporate Active ETF
IG
$165M
$43 ﹤0.01%
+2
MSTB icon
7704
LHA Market State Tactical Beta ETF
MSTB
$180M
$43 ﹤0.01%
+1
RDFI icon
7705
Rareview Dynamic Fixed Income ETF
RDFI
$75.1M
$43 ﹤0.01%
1
-1,293
REK icon
7706
ProShares Short Real Estate
REK
$12.2M
$43 ﹤0.01%
2
UTWY icon
7707
US Treasury 20 Year Bond ETF
UTWY
$8.59M
$43 ﹤0.01%
1
FMKT
7708
The Free Markets ETF
FMKT
$14.6M
$43 ﹤0.01%
+2
ABEQ icon
7709
Absolute Select Value ETF
ABEQ
$142M
$42 ﹤0.01%
1
IDUB icon
7710
Aptus International Enhanced Yield ETF
IDUB
$456M
$42 ﹤0.01%
1
-16
SEMI icon
7711
Columbia Seligman Semiconductor and Technology ETF
SEMI
$38M
$42 ﹤0.01%
+1
SVOL icon
7712
Simplify Volatility Premium ETF
SVOL
$596M
$42 ﹤0.01%
2
-702
VICE icon
7713
AdvisorShares Vice ETF
VICE
$7.12M
$42 ﹤0.01%
1
-19
YANG icon
7714
Direxion Daily FTSE China Bear 3X ETF
YANG
$203M
$42 ﹤0.01%
1
-219
JLQD
7715
Janus Henderson Corporate Bond ETF
JLQD
$24.9M
$42 ﹤0.01%
1
PFAI
7716
Pinnacle Food Group
PFAI
$45M
$42 ﹤0.01%
20
+3
FLMX icon
7717
Franklin FTSE Mexico ETF
FLMX
$93M
$41 ﹤0.01%
1
INQQ icon
7718
India Internet & Ecommerce ETF
INQQ
$48.1M
$41 ﹤0.01%
2
+1
LQDW icon
7719
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$266M
$41 ﹤0.01%
1
MIG icon
7720
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$18.2M
$41 ﹤0.01%
1
RISN icon
7721
Inspire Capital Appreciation ETF
RISN
$82.6M
$41 ﹤0.01%
1
-19
SCNI
7722
Scinai Immunotherapeutics
SCNI
$2.05M
$41 ﹤0.01%
58
-187
UTHY icon
7723
US Treasury 30 Year Bond ETF
UTHY
$29M
$41 ﹤0.01%
1
VNAM icon
7724
Global X MSCI Vietnam ETF
VNAM
$32.9M
$41 ﹤0.01%
1
WEBS icon
7725
Direxion Daily Dow Jones Internet Bear 3X ETF
WEBS
$9.13M
$41 ﹤0.01%
2
307 308
309
310 311