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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
HAWX icon
7776
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$345M
$50 ﹤0.01%
+1
NHTC icon
7777
Natural Health Trends
NHTC
$16.3M
$50 ﹤0.01%
18
+1
PULT
7778
DELISTED
Putnam ESG Ultra Short ETF
PULT
$50 ﹤0.01%
1
XCCC icon
7779
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$317M
$50 ﹤0.01%
1
FLMX icon
7780
Franklin FTSE Mexico ETF
FLMX
$84M
$49 ﹤0.01%
1
INDL icon
7781
Direxion Daily MSCI India Bull 2X ETF
INDL
$58.3M
$49 ﹤0.01%
1
SOS
7782
SOS Limited
SOS
$16.5M
$49 ﹤0.01%
49
UFIV icon
7783
US Treasury 5 Year Note ETF
UFIV
$29.3M
$49 ﹤0.01%
1
UTRE icon
7784
US Treasury 3 Year Note ETF
UTRE
$9.07M
$49 ﹤0.01%
1
SCPQ
7785
Social Commerce Partners
SCPQ
$137M
$49 ﹤0.01%
+5
DGIN icon
7786
VanEck Digital India ETF
DGIN
$15.4M
$48 ﹤0.01%
1
DNOV icon
7787
FT Vest US Equity Deep Buffer ETF November
DNOV
$395M
$48 ﹤0.01%
1
LNZA icon
7788
LanzaTech
LNZA
$63.5M
$48 ﹤0.01%
3
-1
SAA icon
7789
ProShares Ulta SmallCap600
SAA
$29.3M
$48 ﹤0.01%
1
-1
TINT icon
7790
ProShares Smart Materials ETF
TINT
$1.93M
$48 ﹤0.01%
1
XHYC
7791
DELISTED
BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
XHYC
$48 ﹤0.01%
1
XPP icon
7792
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$9.21M
$48 ﹤0.01%
2
+1
CSRE
7793
Cohen & Steers Real Estate Active ETF
CSRE
$448M
$48 ﹤0.01%
+1
BITI icon
7794
ProShares Short Bitcoin Strategy ETF
BITI
$106M
$47 ﹤0.01%
+1
COMB icon
7795
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$125M
$47 ﹤0.01%
1
EFAS icon
7796
Global X MSCI SuperDividend EAFE ETF
EFAS
$49M
$47 ﹤0.01%
2
+1
FCA icon
7797
First Trust China AlphaDEX Fund
FCA
$33.4M
$47 ﹤0.01%
1
-1
KLIP icon
7798
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$103M
$47 ﹤0.01%
+1
NUGO icon
7799
Nuveen Growth Opportunities ETF
NUGO
$2.61B
$47 ﹤0.01%
1
QH
7800
Quhuo
QH
$20.6M
$47 ﹤0.01%
434
310 311
312
313 314