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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
WRND icon
7876
IQ Global Equity R&D Leaders ETF
WRND
$12.6M
$36 ﹤0.01%
+1
AQWA icon
7877
Global X Clean Water ETF
AQWA
$23.5M
$35 ﹤0.01%
1
EART
7878
Global X Rare Earth & Critical Materials ETF
EART
$39.2M
$35 ﹤0.01%
1
EAOM icon
7879
iShares ESG Aware Moderate Allocation ETF
EAOM
$8.57M
$35 ﹤0.01%
1
EVGOW
7880
DELISTED
EVgo Inc Warrants
EVGOW
$35 ﹤0.01%
1,450
JHCB icon
7881
John Hancock Corporate Bond ETF
JHCB
$108M
$35 ﹤0.01%
1
-1
LTL icon
7882
ProShares Ultra Communication Services
LTL
$6.65M
$35 ﹤0.01%
1
TECS icon
7883
Direxion Daily Technology Bear 3x ETF
TECS
$70M
$35 ﹤0.01%
1
STKE
7884
Sol Strategies Inc
STKE
$54.6M
$35 ﹤0.01%
35
CTEX icon
7885
ProShares S&P Kensho Cleantech ETF
CTEX
$5.75M
$34 ﹤0.01%
1
KOCT icon
7886
Innovator US Small Cap Power Buffer ETF October
KOCT
$145M
$34 ﹤0.01%
1
QCLR icon
7887
Global X NASDAQ 100 Collar 95-110 ETF
QCLR
$3.42M
$34 ﹤0.01%
+1
REIT icon
7888
ALPS Active REIT ETF
REIT
$55M
$34 ﹤0.01%
+1
SKYU icon
7889
ProShares Ultra Nasdaq Cloud Computing ETF
SKYU
$3.69M
$34 ﹤0.01%
+1
EPV icon
7890
ProShares UltraShort FTSE Europe
EPV
$11.5M
$33 ﹤0.01%
1
EWV icon
7891
ProShares Trust UltraShort MSCI Japan
EWV
$5.52M
$33 ﹤0.01%
1
FHYS icon
7892
Federated Hermes Short Duration High Yield ETF
FHYS
$53.1M
$33 ﹤0.01%
+1
GNS icon
7893
Genius Group
GNS
$36.2M
$33 ﹤0.01%
100
-1,400
MMCA icon
7894
IQ MacKay California Municipal Intermediate ETF
MMCA
$88.9M
$33 ﹤0.01%
+1
QTOC icon
7895
Innovator Growth Accelerated Plus ETF October
QTOC
$22.9M
$33 ﹤0.01%
1
SCNI
7896
Scinai Immunotherapeutics
SCNI
$1.33M
$33 ﹤0.01%
58
SEA icon
7897
US Global Sea to Sky Cargo ETF
SEA
$18.6M
$33 ﹤0.01%
1
TCHI icon
7898
iShares MSCI China Multisector Tech ETF
TCHI
$47.8M
$33 ﹤0.01%
+1
UBT icon
7899
ProShares Ultra 20+ Year Treasury
UBT
$59.1M
$33 ﹤0.01%
2
WEEI
7900
Westwood Salient Enhanced Energy Income ETF
WEEI
$86.5M
$33 ﹤0.01%
+1
314 315
316
317 318