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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
RTB
7751
RTB Digital
RTB
$230M
$55 ﹤0.01%
11
-54
SEMI icon
7752
Columbia Seligman Semiconductor and Technology ETF
SEMI
$39.1M
$55 ﹤0.01%
1
FPXE icon
7753
First Trust IPOX Europe Equity Opportunities ETF
FPXE
$5.11M
$54 ﹤0.01%
1
KMLM icon
7754
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$313M
$54 ﹤0.01%
1
-1
SEIV icon
7755
SEI QiM U.S. Large Cap Value Active ETF
SEIV
$1.48B
$54 ﹤0.01%
1
-1,212
SIFI icon
7756
Harbor Ares Systematic Multi-Sector Income ETF
SIFI
$33.7M
$54 ﹤0.01%
1
TPOR icon
7757
Direxion Daily Transportation Bull 3X ETF
TPOR
$22M
$54 ﹤0.01%
1
VICE icon
7758
AdvisorShares Vice ETF
VICE
$7.39M
$54 ﹤0.01%
1
EQIN
7759
Columbia U.S. Equity Income ETF
EQIN
$294M
$54 ﹤0.01%
1
COHN icon
7760
Cohen & Co
COHN
$35.3M
$52 ﹤0.01%
3
CRAK icon
7761
VanEck Oil Refiners ETF
CRAK
$159M
$52 ﹤0.01%
+1
DSTX icon
7762
Distillate International Fundamental Stability & Value ETF
DSTX
$49.4M
$52 ﹤0.01%
1
EMMF icon
7763
WisdomTree Emerging Markets Multifactor Fund
EMMF
$178M
$52 ﹤0.01%
1
FLRG icon
7764
Fidelity US Multifactor ETF
FLRG
$292M
$52 ﹤0.01%
+1
LOPP icon
7765
Gabelli Love Our Planet & People ETF
LOPP
$15.4M
$52 ﹤0.01%
1
NFLT icon
7766
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$439M
$52 ﹤0.01%
2
SVOL icon
7767
Simplify Volatility Premium ETF
SVOL
$544M
$52 ﹤0.01%
3
+1
CYAB
7768
Cyabra Inc
CYAB
$4.76M
$52 ﹤0.01%
+28
BEDZ icon
7769
AdvisorShares Hotel ETF
BEDZ
$2.9M
$51 ﹤0.01%
1
DUST icon
7770
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$63.6M
$51 ﹤0.01%
1
GABF icon
7771
Gabelli Financial Services Opportunities ETF
GABF
$49.7M
$51 ﹤0.01%
+1
RITA icon
7772
ETFB Green SRI REITs ETF
RITA
$9.62M
$51 ﹤0.01%
2
-1
SUPL icon
7773
ProShares Supply Chain Logistics ETF
SUPL
$2.36M
$51 ﹤0.01%
1
-1
YALL icon
7774
Truth Social God Bless America ETF
YALL
$92.6M
$51 ﹤0.01%
1
-194
CEPS
7775
Cantor Equity Partners VI
CEPS
$152M
$51 ﹤0.01%
+5
309 310
311
312 313