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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
SPYC icon
7801
Simplify US Equity PLUS Convexity ETF
SPYC
$113M
$47 ﹤0.01%
1
-150
FFIU icon
7802
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$53M
$46 ﹤0.01%
2
GAA icon
7803
Cambria Global Asset Allocation ETF
GAA
$72.1M
$46 ﹤0.01%
1
IWFG icon
7804
IQ Winslow Focused Large Cap Growth ETF
IWFG
$60M
$46 ﹤0.01%
1
NBDS icon
7805
Neuberger Disrupters ETF
NBDS
$140M
$46 ﹤0.01%
+1
SINT icon
7806
SiNtx Technologies
SINT
$10.9M
$46 ﹤0.01%
18
TMFX icon
7807
Motley Fool Next Index ETF
TMFX
$33M
$46 ﹤0.01%
2
+1
ZECP icon
7808
Zacks Earnings Consistent Portfolio ETF
ZECP
$356M
$46 ﹤0.01%
1
-1
BPI
7809
Grayscale Bitcoin Premium Income ETF
BPI
$3.13M
$46 ﹤0.01%
2
STXV icon
7810
Strive 1000 Value ETF
STXV
$80.7M
$45 ﹤0.01%
1
MMA
7811
Alta Global Group
MMA
$13.6M
$45 ﹤0.01%
100
-600
AUUD
7812
Auddia
AUUD
$7.08M
$44 ﹤0.01%
10
CWD icon
7813
CaliberCos
CWD
$6.1M
$44 ﹤0.01%
38
-866
MFLX icon
7814
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$19.9M
$44 ﹤0.01%
2
+1
XYLG icon
7815
Global X S&P 500 Covered Call & Growth ETF
XYLG
$66.4M
$44 ﹤0.01%
+1
MPTI.RT
7816
DELISTED
M-tron Industries Rights (expiring April 15 2026)
MPTI.RT
$44 ﹤0.01%
+21
ADPV icon
7817
Adaptiv Select ETF
ADPV
$184M
$43 ﹤0.01%
+1
IG icon
7818
Principal Investment Grade Corporate Active ETF
IG
$197M
$43 ﹤0.01%
2
MCH icon
7819
Matthews China Active ETF
MCH
$22.6M
$43 ﹤0.01%
1
PEB.PRF icon
7820
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$122M
$43 ﹤0.01%
2
PEX icon
7821
ProShares Global Listed Private Equity ETF
PEX
$11.2M
$43 ﹤0.01%
2
-100
PST icon
7822
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$11.6M
$43 ﹤0.01%
1
-2
UTWY icon
7823
US Treasury 20 Year Bond ETF
UTWY
$8.4M
$43 ﹤0.01%
1
USG icon
7824
USCF Gold Strategy Plus Income Fund
USG
$8.95M
$43 ﹤0.01%
1
UBXG
7825
U-BX Technology Ltd
UBXG
$9.54M
$43 ﹤0.01%
1
311 312
313
314 315