Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVNIW icon
7776
Nvni Group Limited Warrants
NVNIW
$1.16M
$34 ﹤0.01%
500
QTOC icon
7777
Innovator Growth Accelerated Plus ETF October
QTOC
$14.7M
$34 ﹤0.01%
+1
SAEF icon
7778
Schwab Ariel Opportunities ETF
SAEF
$24M
$34 ﹤0.01%
1
-1
SDP icon
7779
ProShares UltraShort Utilities
SDP
$1.94M
$34 ﹤0.01%
2
-899
SEIX icon
7780
Virtus SEIX Senior Loan ETF
SEIX
$242M
$34 ﹤0.01%
1
-21
TWM icon
7781
ProShares UltraShort Russell2000
TWM
$26.5M
$34 ﹤0.01%
1
ICON
7782
Icon Energy
ICON
$3.44M
$34 ﹤0.01%
10
SKYQ
7783
Sky Quarry Inc
SKYQ
$47.3M
$34 ﹤0.01%
+152
BLKC
7784
DELISTED
Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
BLKC
$33 ﹤0.01%
1
FTEK icon
7785
Fuel Tech
FTEK
$39M
$33 ﹤0.01%
+21
HIGH icon
7786
Simplify Enhanced Income ETF
HIGH
$85.2M
$33 ﹤0.01%
1
GTOQ
7787
Invesco Actively Managed Exchange-Traded Fund Trust Invesco High Yield Systematic Bond ETF
GTOQ
$161M
$33 ﹤0.01%
+1
PBTP icon
7788
Invesco 0-5 Yr US TIPS ETF
PBTP
$65.5M
$33 ﹤0.01%
1
QYLG icon
7789
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$136M
$33 ﹤0.01%
1
SATO icon
7790
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$8.44M
$33 ﹤0.01%
1
EWV icon
7791
ProShares Trust UltraShort MSCI Japan
EWV
$3.07M
$32 ﹤0.01%
1
-24
INMU icon
7792
BlackRock Intermediate Muni Income Bond ETF
INMU
$444M
$32 ﹤0.01%
1
MBNE icon
7793
State Street Nuveen Municipal Bond ESG ETF
MBNE
$8.73M
$32 ﹤0.01%
1
MFEM icon
7794
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$140M
$32 ﹤0.01%
1
RSPE icon
7795
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$50.1M
$32 ﹤0.01%
+1
CGHM
7796
Capital Group Municipal High-Income ETF
CGHM
$2.82B
$32 ﹤0.01%
+1
ERET icon
7797
iShares Environmentally Aware Real Estate ETF
ERET
$10.2M
$31 ﹤0.01%
1
MKAM icon
7798
MKAM ETF
MKAM
$12.5M
$31 ﹤0.01%
1
QVMM
7799
Invesco QQQ Trust Series 1
QVMM
$404M
$31 ﹤0.01%
1
SOLR icon
7800
Guinness Atkinson Sustainable Energy ETF
SOLR
$3.28M
$31 ﹤0.01%
1
310 311
312
313 314