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
SZK icon
7776
ProShares UltraShort Consumer Staples
SZK
$752K
$31 ﹤0.01%
2
-2
WBIF icon
7777
WBI BullBear Value 3000 ETF
WBIF
$26.3M
$31 ﹤0.01%
+1
EAOK icon
7778
iShares ESG Aware Conservative Allocation ETF
EAOK
$8.24M
$30 ﹤0.01%
+1
EMBD icon
7779
Global X Emerging Markets Bond ETF
EMBD
$284M
$30 ﹤0.01%
+1
FLLA icon
7780
Franklin FTSE Latin America
FLLA
$43.8M
$30 ﹤0.01%
1
GDHG icon
7781
Golden Heaven Group Holdings
GDHG
$7.44M
$30 ﹤0.01%
4
-4
MKAM icon
7782
MKAM ETF
MKAM
$9.82M
$30 ﹤0.01%
1
QVMM icon
7783
Invesco QQQ Trust Series 1
QVMM
$373M
$30 ﹤0.01%
+1
QYLG icon
7784
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$130M
$30 ﹤0.01%
1
ECOW icon
7785
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$127M
$29 ﹤0.01%
1
EEMO icon
7786
Invesco S&P Emerging Markets Momentum ETF
EEMO
$11.3M
$29 ﹤0.01%
+1
QVOY icon
7787
Q3 All-Season Active Rotation ETF
QVOY
$47.5M
$29 ﹤0.01%
1
AZTD icon
7788
Aztlan Global Stock Selection DM SMID ETF
AZTD
$31.6M
$28 ﹤0.01%
1
EFZ icon
7789
ProShares Trust Short MSCI EAFE
EFZ
$8.68M
$28 ﹤0.01%
2
-79
HYTR icon
7790
CP High Yield Trend ETF
HYTR
$224M
$28 ﹤0.01%
+1
INQQ icon
7791
India Internet & Ecommerce ETF
INQQ
$57M
$28 ﹤0.01%
+1
PERF.WS icon
7792
Perfect Corp Warrants
PERF.WS
$2.85M
$28 ﹤0.01%
1,780
QQJG icon
7793
Invesco ESG NASDAQ Next Gen 100 ETF
QQJG
$6.9M
$28 ﹤0.01%
1
-1
VSHY icon
7794
Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
$31.3M
$28 ﹤0.01%
1
WDNA icon
7795
WisdomTree BioRevolution Fund
WDNA
$2.61M
$28 ﹤0.01%
1
MDST
7796
Westwood Salient Enhanced Midstream Income ETF
MDST
$165M
$28 ﹤0.01%
+1
GXDW
7797
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$7.88M
$28 ﹤0.01%
1
DYLG icon
7798
Global X Dow 30 Covered Call & Growth ETF
DYLG
$4.74M
$27 ﹤0.01%
1
FRTY icon
7799
Alger Mid Cap 40 ETF
FRTY
$124M
$27 ﹤0.01%
1
HIGH icon
7800
Simplify Enhanced Income ETF
HIGH
$152M
$27 ﹤0.01%
1
310 311
312
313 314