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
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MYY icon
7726
ProShares Short MidCap400
MYY
$3.85M
$38 ﹤0.01%
2
-4
SATO icon
7727
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$9.8M
$38 ﹤0.01%
1
HYIN icon
7728
WisdomTree Private Credit and Alternative Income Fund
HYIN
$55.5M
$37 ﹤0.01%
2
+1
OCIO icon
7729
ClearShares OCIO ETF
OCIO
$167M
$37 ﹤0.01%
1
TRTY icon
7730
Cambria Trinity ETF
TRTY
$121M
$37 ﹤0.01%
+1
VCLN icon
7731
Virtus Duff & Phelps Clean Energy ETF
VCLN
$5.16M
$37 ﹤0.01%
1
XPND icon
7732
First Trust Expanded Technology ETF
XPND
$36M
$37 ﹤0.01%
1
DIVZ icon
7733
Opal Dividend Income ETF
DIVZ
$211M
$36 ﹤0.01%
1
EAOR icon
7734
iShares ESG Aware Growth Allocation ETF
EAOR
$27.5M
$36 ﹤0.01%
1
-361
FPXE icon
7735
First Trust IPOX Europe Equity Opportunities ETF
FPXE
$4.65M
$36 ﹤0.01%
1
-1
GAA icon
7736
Cambria Global Asset Allocation ETF
GAA
$60.1M
$36 ﹤0.01%
+1
LQDW icon
7737
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$289M
$36 ﹤0.01%
1
MOOD icon
7738
Relative Sentiment Tactical Allocation ETF
MOOD
$54.7M
$36 ﹤0.01%
1
NVNIW icon
7739
Nvni Group Limited Warrants
NVNIW
$1.47M
$36 ﹤0.01%
500
QLVD icon
7740
FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
QLVD
$58.8M
$36 ﹤0.01%
1
SOLR icon
7741
Guinness Atkinson Sustainable Energy ETF
SOLR
$3.1M
$36 ﹤0.01%
+1
SQEW
7742
DELISTED
LeaderShares Equity Skew ETF
SQEW
$36 ﹤0.01%
1
CPLB
7743
NYLI MacKay Core Plus Bond ETF
CPLB
$291M
$36 ﹤0.01%
1
-1
COCHW icon
7744
Envoy Medical Warrant
COCHW
$503K
$35 ﹤0.01%
933
DIVY icon
7745
Sound Equity Dividend Income ETF
DIVY
$28.3M
$35 ﹤0.01%
+1
FLOW icon
7746
Global X US Cash Flow Kings 100 ETF
FLOW
$25.3M
$35 ﹤0.01%
1
MEXX icon
7747
Direxion Daily MSCI Mexico Bull 3X Shares
MEXX
$18.6M
$35 ﹤0.01%
1
-673
MFEM icon
7748
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$111M
$35 ﹤0.01%
1
PQDI icon
7749
Principal Spectrum Preferred and Income ETF
PQDI
$65.6M
$35 ﹤0.01%
1
RXD icon
7750
ProShares UltraShort Health Care
RXD
$1.12M
$35 ﹤0.01%
3
308 309
310
311 312