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
SNPD icon
7826
Xtrackers S&P ESG Dividend Aristocrats ETF
SNPD
$5.09M
$27 ﹤0.01%
1
RBNE
7827
Robin Energy Ltd
RBNE
$11.8M
$27 ﹤0.01%
9
-83
REED
7828
Reed's, Inc.
REED
$45.3M
$27 ﹤0.01%
+13
BULD icon
7829
Pacer BlueStar Engineering the Future ETF
BULD
$4.13M
$26 ﹤0.01%
1
EEMO icon
7830
Invesco S&P Emerging Markets Momentum ETF
EEMO
$12.3M
$26 ﹤0.01%
1
EKSO icon
7831
Ekso Bionics
EKSO
$32.1M
$26 ﹤0.01%
3
ISWN icon
7832
Amplify BlackSwan ISWN ETF
ISWN
$35.6M
$26 ﹤0.01%
1
-1,550
RTAI icon
7833
Rareview Tax Advantaged Income ETF
RTAI
$18.4M
$26 ﹤0.01%
1
SEA icon
7834
US Global Sea to Sky Cargo ETF
SEA
$18.9M
$26 ﹤0.01%
1
SPCK
7835
The SPAC and New Issue ETF
SPCK
$7.11M
$26 ﹤0.01%
1
-150
TYO icon
7836
Direxion Daily 7-10 Year Treasury Bear 3X ETF
TYO
$9.51M
$26 ﹤0.01%
1
-12
SPYT icon
7837
Defiance S&P 500 Income Target ETF
SPYT
$144M
$26 ﹤0.01%
1
UBXG
7838
U-BX Technology Ltd
UBXG
$32.1M
$26 ﹤0.01%
13
LIEN
7839
Chicago Atlantic BDC
LIEN
$211M
$26 ﹤0.01%
2
WCT
7840
Wellchange Holdings
WCT
$7.84M
$26 ﹤0.01%
162
+129
APMU icon
7841
ActivePassive Intermediate Municipal Bond ETF
APMU
$219M
$25 ﹤0.01%
1
APRJ icon
7842
Innovator Premium Income 30 Barrier ETF April
APRJ
$29.7M
$25 ﹤0.01%
+1
HCTI icon
7843
Healthcare Triangle
HCTI
$2.77M
$25 ﹤0.01%
1
JOJO icon
7844
ATAC Credit Rotation ETF
JOJO
$5.87M
$25 ﹤0.01%
+1
SIJ icon
7845
ProShares UltraShort Industrials
SIJ
$6.94M
$25 ﹤0.01%
+2
THY icon
7846
Toews Agility Shares Dynamic Tactical Income ETF
THY
$85.4M
$25 ﹤0.01%
+1
VYNE icon
7847
VYNE Therapeutics
VYNE
$20.3M
$25 ﹤0.01%
43
-868
XRMI icon
7848
Global X S&P 500 Risk Managed Income ETF
XRMI
$48.8M
$25 ﹤0.01%
1
GXDW
7849
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$6.9M
$25 ﹤0.01%
1
ERY icon
7850
Direxion Daily Energy Bear 2X ETF
ERY
$46.3M
$24 ﹤0.01%
+1
312 313
314
315 316