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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
BGM
7726
BGM Group Ltd
BGM
$134M
$61 ﹤0.01%
+200
QDVO
7727
Amplify CWP Growth & Income ETF
QDVO
$739M
$61 ﹤0.01%
2
-1
HLXC
7728
Helix Acquisition Corp III
HLXC
$234M
$61 ﹤0.01%
+6
VEEAW
7729
Veea Inc Warrant
VEEAW
$60 ﹤0.01%
1,000
AHYB icon
7730
American Century Select High Yield ETF
AHYB
$59.9M
$59 ﹤0.01%
1
COWS icon
7731
Amplify Cash Flow Dividend Leaders ETF
COWS
$37.1M
$59 ﹤0.01%
1
GMOM icon
7732
Cambria Global Momentum ETF
GMOM
$68.4M
$59 ﹤0.01%
1
-3,000
QDIV icon
7733
Global X S&P 500 Quality Dividend ETF
QDIV
$29.3M
$59 ﹤0.01%
+1
SARK icon
7734
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$42.3M
$59 ﹤0.01%
1
XHYI
7735
DELISTED
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$59 ﹤0.01%
+1
RDTE
7736
Roundhill Russell 2000 0DTE Covered Call Strategy ETF
RDTE
$168M
$59 ﹤0.01%
+2
EASG icon
7737
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$67.3M
$58 ﹤0.01%
1
REK icon
7738
ProShares Short Real Estate
REK
$9.67M
$58 ﹤0.01%
3
+1
USOI icon
7739
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$41M
$58 ﹤0.01%
1
INEQ
7740
Columbia International Equity Income ETF
INEQ
$86.9M
$58 ﹤0.01%
1
CLSE icon
7741
Convergence Long/Short Equity ETF
CLSE
$746M
$57 ﹤0.01%
2
+1
EMCR icon
7742
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$59.4M
$57 ﹤0.01%
1
ISHP icon
7743
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.18M
$57 ﹤0.01%
1
MAKX icon
7744
ProShares S&P Kensho Smart Factories ETF
MAKX
$5.18M
$57 ﹤0.01%
1
-1
SDEM icon
7745
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$44.2M
$57 ﹤0.01%
1
TDSC icon
7746
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$101M
$57 ﹤0.01%
2
+1
SBAR
7747
Simplify Barrier Income ETF
SBAR
$395M
$57 ﹤0.01%
+2
KNGZ icon
7748
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$63.7M
$56 ﹤0.01%
1
XHYH
7749
DELISTED
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$56 ﹤0.01%
1
GIPR icon
7750
Generation Income Properties
GIPR
$1.23M
$55 ﹤0.01%
214
-1
308 309
310
311 312