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
XPP icon
7751
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$17M
$35 ﹤0.01%
1
-111
XTR icon
7752
Global X S&P 500 Tail Risk ETF
XTR
$2.47M
$35 ﹤0.01%
+1
BCDF icon
7753
Horizon Kinetics Blockchain Development ETF
BCDF
$19.1M
$34 ﹤0.01%
1
COMB icon
7754
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$110M
$34 ﹤0.01%
1
SDEM icon
7755
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$42.3M
$34 ﹤0.01%
1
FRNW icon
7756
Fidelity Clean Energy ETF
FRNW
$40.6M
$33 ﹤0.01%
1
IPOS icon
7757
Renaissance International IPO ETF
IPOS
$4.96M
$33 ﹤0.01%
1
KOCT icon
7758
Innovator US Small Cap Power Buffer ETF October
KOCT
$130M
$33 ﹤0.01%
1
SDOT icon
7759
Sadot Group
SDOT
$3.39M
$33 ﹤0.01%
6
SRTY icon
7760
ProShares UltraPro Short Russell2000
SRTY
$90.3M
$33 ﹤0.01%
1
-88
UMDD icon
7761
ProShares UltraPro MidCap400
UMDD
$28.2M
$33 ﹤0.01%
1
-124
PFAI
7762
Pinnacle Food Group
PFAI
$25.9M
$33 ﹤0.01%
17
+5
DLPN icon
7763
Dolphin Entertainment
DLPN
$17.8M
$32 ﹤0.01%
25
ERET icon
7764
iShares Environmentally Aware Real Estate ETF
ERET
$9.54M
$32 ﹤0.01%
1
HAUS icon
7765
Residential REIT ETF
HAUS
$8.73M
$32 ﹤0.01%
+1
HVT.A icon
7766
Haverty Furniture Companies Class A
HVT.A
$32 ﹤0.01%
1
KTEC icon
7767
KraneShares Hang Seng TECH Index ETF
KTEC
$58.2M
$32 ﹤0.01%
1
MBNE icon
7768
State Street Nuveen Municipal Bond ESG ETF
MBNE
$13.1M
$32 ﹤0.01%
1
SBB icon
7769
ProShares Short SmallCap600
SBB
$5.57M
$32 ﹤0.01%
2
-9
SEF icon
7770
ProShares Short Financials
SEF
$9.03M
$32 ﹤0.01%
1
-15
VNAM icon
7771
Global X MSCI Vietnam ETF
VNAM
$25.4M
$32 ﹤0.01%
+1
ARP icon
7772
PMV Adaptive Risk Parity ETF
ARP
$51.4M
$31 ﹤0.01%
1
HARD icon
7773
Simplify Commodities Strategy No K-1 ETF
HARD
$53.6M
$31 ﹤0.01%
1
INMU icon
7774
BlackRock Intermediate Muni Income Bond ETF
INMU
$231M
$31 ﹤0.01%
1
REIT icon
7775
ALPS Active REIT ETF
REIT
$45.3M
$31 ﹤0.01%
+1
309 310
311
312 313