Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TCBS icon
7851
Texas Community Bancshares
TCBS
$47.7M
$21 ﹤0.01%
+1
UGE icon
7852
ProShares Ultra Consumer Staples
UGE
$8.73M
$21 ﹤0.01%
1
-25
ACCS
7853
ACCESS Newswire
ACCS
$33.9M
$21 ﹤0.01%
2
MCSE icon
7854
Franklin Sustainable International Equity ETF
MCSE
$4.39M
$20 ﹤0.01%
1
SNOY
7855
YieldMax SNOW Option Income Strategy ETF
SNOY
$61.1M
$20 ﹤0.01%
+1
ABXB
7856
Abacus Flexible Bond Leaders ETF
ABXB
$1.98M
$20 ﹤0.01%
1
DRIP icon
7857
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$49.2M
$19 ﹤0.01%
2
-3,933
DVAL icon
7858
BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
$120M
$19 ﹤0.01%
1
FMQQ icon
7859
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$28.7M
$19 ﹤0.01%
1
PILL icon
7860
Direxion Daily Pharmaceutical & Medical Bull 3X Shares
PILL
$17.2M
$19 ﹤0.01%
2
-135
SPDN icon
7861
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$219M
$19 ﹤0.01%
1
-1,052
XRMI icon
7862
Global X S&P 500 Risk Managed Income ETF
XRMI
$43.8M
$19 ﹤0.01%
1
SPYT icon
7863
Defiance S&P 500 Income Target ETF
SPYT
$120M
$19 ﹤0.01%
1
NITO icon
7864
N2OFF
NITO
$7.16M
$19 ﹤0.01%
5
-1
GDXY
7865
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$212M
$19 ﹤0.01%
+1
XHG
7866
XChange TEC
XHG
$47.9M
$19 ﹤0.01%
15
EVMT icon
7867
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$7.96M
$18 ﹤0.01%
+1
JOBY.WS icon
7868
Joby Aviation Warrants
JOBY.WS
$18 ﹤0.01%
3
-25
OARK icon
7869
YieldMax Innovation Option Income Strategy ETF
OARK
$68.1M
$18 ﹤0.01%
1
SEA icon
7870
US Global Sea to Sky Cargo ETF
SEA
$9.78M
$17 ﹤0.01%
1
-199
AFIF icon
7871
Anfield Universal Fixed Income ETF
AFIF
$202M
$16 ﹤0.01%
1
-2,023
FXP icon
7872
ProShares UltraShort FTSE China 50 of ProShares Trust
FXP
$6.91M
$16 ﹤0.01%
1
-26
SNOA icon
7873
Sonoma Pharmaceuticals
SNOA
$6.04M
$16 ﹤0.01%
4
UNL icon
7874
United States 12 Month Natural Gas Fund
UNL
$19.4M
$16 ﹤0.01%
2
SMCY
7875
YieldMax SMCI Option Income Strategy ETF
SMCY
$182M
$16 ﹤0.01%
1
313 314
315
316 317