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
FCSH icon
7851
Federated Hermes Short Duration Corporate ETF
FCSH
$65.7M
$24 ﹤0.01%
1
IPOS icon
7852
Renaissance International IPO ETF
IPOS
$10.3M
$24 ﹤0.01%
1
QRMI icon
7853
Global X NASDAQ 100 Risk Managed Income ETF
QRMI
$16.1M
$24 ﹤0.01%
1
AGZD icon
7854
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$89.3M
$23 ﹤0.01%
1
-218
EFZ icon
7855
ProShares Trust Short MSCI EAFE
EFZ
$26.4M
$23 ﹤0.01%
1
-1
EPV icon
7856
ProShares UltraShort FTSE Europe
EPV
$12.4M
$23 ﹤0.01%
1
-1
FMQQ icon
7857
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$21.8M
$23 ﹤0.01%
1
LALT icon
7858
First Trust Multi-Strategy Alternative ETF
LALT
$49.1M
$23 ﹤0.01%
1
RFCI icon
7859
ALPS Dynamic Core Income ETF
RFCI
$15.7M
$23 ﹤0.01%
1
RULE icon
7860
Adaptive Core ETF
RULE
$12.9M
$23 ﹤0.01%
1
RYSE
7861
DELISTED
Vest 10 Year Interest Rate Hedge ETF
RYSE
$23 ﹤0.01%
1
VSHY icon
7862
Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
$30.4M
$23 ﹤0.01%
1
WBIG icon
7863
WBI BullBear Yield 3000 ETF
WBIG
$27.6M
$23 ﹤0.01%
1
EFAS icon
7864
Global X MSCI SuperDividend EAFE ETF
EFAS
$41M
$22 ﹤0.01%
1
-70
MRKR icon
7865
Marker Therapeutics
MRKR
$29.2M
$22 ﹤0.01%
15
-446
RXD icon
7866
ProShares UltraShort Health Care
RXD
$3.92M
$22 ﹤0.01%
2
-1
SBB icon
7867
ProShares Short SmallCap600
SBB
$4.34M
$22 ﹤0.01%
1
-1
SPRE icon
7868
SP Funds S&P Global REIT Sharia ETF
SPRE
$207M
$22 ﹤0.01%
+1
ZJYL icon
7869
JIN MEDICAL INTERNATIONAL LTD. Class A Ordinary Shares
ZJYL
$18.1M
$22 ﹤0.01%
100
-100
DRIP icon
7870
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$102M
$21 ﹤0.01%
2
GOVX icon
7871
GeoVax Labs
GOVX
$2.73M
$21 ﹤0.01%
5
-1,000
HAUS icon
7872
Residential REIT ETF
HAUS
$8.97M
$21 ﹤0.01%
1
HHS icon
7873
Harte-Hanks
HHS
$17.5M
$21 ﹤0.01%
7
MFLX icon
7874
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$18.8M
$21 ﹤0.01%
1
MIGI icon
7875
Mawson Infrastructure Group
MIGI
$4.87M
$21 ﹤0.01%
5
-451
313 314
315
316 317