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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
VDI
7901
Virtus International Dividend ETF
VDI
$16M
$33 ﹤0.01%
+1
CPHC icon
7902
Canterbury Park Holding Corp
CPHC
$81.3M
$32 ﹤0.01%
2
DDX
7903
Defined Duration 10 ETF
DDX
$71.9M
$32 ﹤0.01%
1
GFGF icon
7904
Guru Favorite Stocks ETF
GFGF
$37.2M
$32 ﹤0.01%
+1
MBNE
7905
DELISTED
State Street Nuveen Municipal Bond ESG ETF
MBNE
$32 ﹤0.01%
1
OBOR icon
7906
Kraneshares MSCI One Belt One Road Index ETF
OBOR
$3.89M
$32 ﹤0.01%
+1
ALP
7907
Alpha Compute
ALP
$5.65M
$32 ﹤0.01%
100
QVMM
7908
Invesco QQQ Trust Series 1
QVMM
$429M
$32 ﹤0.01%
1
SPRE icon
7909
SP Funds S&P Global REIT Sharia ETF
SPRE
$213M
$32 ﹤0.01%
1
SZK icon
7910
ProShares UltraShort Consumer Staples
SZK
$9.27M
$32 ﹤0.01%
1
-1
WEBL icon
7911
Direxion Daily Dow Jones Internet Bull 3X ETF
WEBL
$98.9M
$32 ﹤0.01%
1
SHYM
7912
iShares Short Duration High Yield Muni Active ETF
SHYM
$784M
$32 ﹤0.01%
1
NEBX
7913
Tradr 2X Long NBIS Daily ETF
NEBX
$241M
$32 ﹤0.01%
+3
ARP icon
7914
PMV Adaptive Risk Parity ETF
ARP
$66.9M
$31 ﹤0.01%
1
BFIX icon
7915
Build Bond Innovation ETF
BFIX
$11.9M
$31 ﹤0.01%
1
DRV icon
7916
Direxion Daily Real Estate Bear 3X ETF
DRV
$28.5M
$31 ﹤0.01%
1
HIGH icon
7917
Simplify Enhanced Income ETF
HIGH
$70.9M
$31 ﹤0.01%
1
KVLE icon
7918
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
$39.8M
$31 ﹤0.01%
+1
QVMS
7919
Invesco S&P SmallCap 600 QVM Multi-factor ETF
QVMS
$251M
$31 ﹤0.01%
1
RXD icon
7920
ProShares UltraShort Health Care
RXD
$3.15M
$31 ﹤0.01%
2
+1
SJB icon
7921
ProShares Short High Yield
SJB
$55.3M
$31 ﹤0.01%
+1
UPW icon
7922
ProShares Ultra Utilities
UPW
$18.2M
$31 ﹤0.01%
1
-1
WBIF icon
7923
WBI BullBear Value 3000 ETF
WBIF
$23.4M
$31 ﹤0.01%
1
EBIZ icon
7924
Global X E-commerce ETF
EBIZ
$27.3M
$30 ﹤0.01%
1
-1
LBAY icon
7925
Leatherback Long/Short Alternative Yield ETF
LBAY
$17.7M
$30 ﹤0.01%
1
-125
315 316
317
318 319