We are live on ! Find out more
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
DEEP icon
7851
Acquirers Small and Micro Deep Value ETF
DEEP
$27.6M
$40 ﹤0.01%
1
DYLD icon
7852
LeaderShares Dynamic Yield ETF
DYLD
$40.3M
$40 ﹤0.01%
+1
FXED icon
7853
Sound Enhanced Fixed Income ETF
FXED
$39.6M
$40 ﹤0.01%
+2
UMDD icon
7854
ProShares UltraPro MidCap400
UMDD
$32.9M
$40 ﹤0.01%
1
BITC icon
7855
Bitwise Bitcoin Strategy Optimum Roll ETF
BITC
$14.6M
$39 ﹤0.01%
1
DSMC icon
7856
Distillate Small/Mid Cash Flow ETF
DSMC
$131M
$39 ﹤0.01%
1
-85
UGE icon
7857
ProShares Ultra Consumer Staples
UGE
$11.6M
$39 ﹤0.01%
+2
AIIO
7858
Robo.ai Inc
AIIO
$559M
$38 ﹤0.01%
18
STXD icon
7859
Strive 1000 Dividend Growth ETF
STXD
$65M
$38 ﹤0.01%
+1
TBF icon
7860
ProShares Short 20+ Year Treasury ETF
TBF
$85.8M
$38 ﹤0.01%
1
-1
TMAT icon
7861
Main Thematic Innovation ETF
TMAT
$241M
$38 ﹤0.01%
1
-12,069
BUYZ icon
7862
Franklin Disruptive Commerce ETF
BUYZ
$5.29M
$37 ﹤0.01%
1
DIVZ icon
7863
Polen Dividend Income ETF
DIVZ
$275M
$37 ﹤0.01%
1
DLPN icon
7864
Dolphin Entertainment
DLPN
$13.9M
$37 ﹤0.01%
25
ISWN icon
7865
Amplify BlackSwan ISWN ETF
ISWN
$36.6M
$37 ﹤0.01%
1
PBTP icon
7866
Invesco 0-5 Yr US TIPS ETF
PBTP
$96M
$37 ﹤0.01%
1
QYLG icon
7867
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$160M
$37 ﹤0.01%
1
UBOT icon
7868
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF
UBOT
$27.5M
$37 ﹤0.01%
1
KGLD
7869
Kurv Gold Enhanced Income ETF
KGLD
$99.2M
$37 ﹤0.01%
+1
DIVS icon
7870
Guinness Atkinson Dividend Builder ETF
DIVS
$40M
$36 ﹤0.01%
+1
LQDI icon
7871
iShares Inflation Hedged Corporate Bond ETF
LQDI
$70.2M
$36 ﹤0.01%
+1
MFEM icon
7872
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$148M
$36 ﹤0.01%
1
RSPE icon
7873
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$68.3M
$36 ﹤0.01%
1
SEIQ icon
7874
SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
$685M
$36 ﹤0.01%
1
-1,297
TAOP icon
7875
Taoping
TAOP
$13.6M
$36 ﹤0.01%
26
313 314
315
316 317