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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
PBK
7826
PowerBank Corp
PBK
$36.8M
$43 ﹤0.01%
80
AIPI
7827
REX AI Equity Premium Income ETF
AIPI
$418M
$43 ﹤0.01%
+1
HYUP icon
7828
Xtrackers High Beta High Yield Bond ETF
HYUP
$45.7M
$42 ﹤0.01%
1
IDUB icon
7829
Aptus International Enhanced Yield ETF
IDUB
$494M
$42 ﹤0.01%
1
JRE icon
7830
Janus Henderson US Real Estate ETF
JRE
$4.13M
$42 ﹤0.01%
1
ROAM icon
7831
Hartford Multifactor Emerging Markets ETF
ROAM
$110M
$42 ﹤0.01%
1
TGRW icon
7832
T. Rowe Price Growth Stock ETF
TGRW
$1.03B
$42 ﹤0.01%
1
YMAX icon
7833
YieldMax Universe Fund of Option Income ETFs
YMAX
$417M
$42 ﹤0.01%
5
-565
AAVM
7834
EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
$25.2M
$42 ﹤0.01%
1
-1
ATFV icon
7835
Alger 35 ETF
ATFV
$212M
$41 ﹤0.01%
1
BNGE icon
7836
First Trust S-Network Streaming and Gaming ETF
BNGE
$4.73M
$41 ﹤0.01%
1
DIVY icon
7837
Sound Equity Dividend Income ETF
DIVY
$28.8M
$41 ﹤0.01%
+1
FLIA icon
7838
Franklin International Aggregate Bond ETF
FLIA
$764M
$41 ﹤0.01%
2
+1
FPRO icon
7839
Fidelity Real Estate Investment ETF
FPRO
$16.9M
$41 ﹤0.01%
1
FRNW icon
7840
Fidelity Clean Energy ETF
FRNW
$104M
$41 ﹤0.01%
+1
GRABW icon
7841
Grab Holdings Warrant
GRABW
$1.04M
$41 ﹤0.01%
500
LRND icon
7842
IQ US Large Cap R&D Leaders ETF
LRND
$383M
$41 ﹤0.01%
+1
OVM icon
7843
Overlay Shares Municipal Bond ETF
OVM
$42.6M
$41 ﹤0.01%
1
-1
UTHY icon
7844
US Treasury 30 Year Bond ETF
UTHY
$156M
$41 ﹤0.01%
1
VCLN icon
7845
Virtus Duff & Phelps Clean Energy ETF
VCLN
$5.91M
$41 ﹤0.01%
1
VRAI icon
7846
Virtus Real Asset Income ETF
VRAI
$18.1M
$41 ﹤0.01%
1
WANT icon
7847
Direxion Daily Consumer Discretionary Bull 3X ETF
WANT
$17.1M
$41 ﹤0.01%
1
JLQD
7848
Janus Henderson Corporate Bond ETF
JLQD
$14.3M
$41 ﹤0.01%
1
CGHM
7849
Capital Group Municipal High-Income ETF
CGHM
$3.19B
$41 ﹤0.01%
1
AMZE
7850
Amaze Holdings
AMZE
$5.36M
$41 ﹤0.01%
+218
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